401(k) · DOL Form 5500 · 2023
The Villages Charter School, Inc. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 483
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $56,962
- Avg per participant Low balance/head
Official DOL plan name: The Villages Charter School, Inc. Employees Savings Plan · Sponsored by The Villages Charter School, Inc. · Florida · Educational Services
$28M in assets, 483 participants
The Villages Charter School, Inc.'s The Villages Charter School, Inc. Employees Savings Plan reported $28M in total assets and 483 participants in its 2023 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,334 in Educational Services (3,735 peers)
Where The Villages Charter School, Inc. Employees Savings Plan sits by assets
The Villages Charter School, Inc. Employees Savings Plan sits in the top quartile of all filed plans by assets, $28M for 483 participants (~$56,962/participant), up 25.1% in 2023.
- #2,334
- in Educational Services (3,735 peers)
- +25.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Villages Charter School, Inc. Employees Savings Plan's outsized position by total assets
The Villages Charter School, Inc. Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,512,409 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Villages Charter School, Inc. Employees Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Villages Charter School, Inc. Employees Savings Plan sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Villages Charter School, Inc. Employees Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Villages Charter School, Inc. Employees Savings Plan reported participants rose from 338 in the plan year 2022 filing to 483 in the plan year 2023 filing.
- The Villages Charter School, Inc. Employees Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 593597803 · The Villages Charter School, Inc. PY 2023 · 401(k)
The Villages Charter School, Inc. Employees Savings Plan · $28M · 483 · 78th
- RANK $28M
- RANK 483
- RANK 78th
- RANK 401(k)
- RANK near Valenti Trobec Chandler, Inc. 401(k) Retirement Plan
- RANK ind #2334
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Florida →
The Villages Charter School, Inc. Employees Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $6M |
| Employer EIN | 593597803 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Villages Charter School, Inc.)
Sponsor-wide plan assets over time
All The Villages Charter School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 52.60708609916136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 338 | $22M |
| 2023 | 1 | 483 | $28M |
| 2024 | 1 | 764 | $34M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
The Villages Charter School, Inc. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Valenti Trobec Chandler, Inc. 401(k) Retirement Plan in MI ($28M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (483 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.