Other · DOL Form 5500 · 2023
Westminster Village North Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 527
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $7,567
- Avg per participant Low balance/head
Official DOL plan name: Westminster Village North Inc. 403b Savings Plan · Sponsored by Westminster Village North · Indiana · Healthcare & Social Assistance
$4M in assets, 527 participants
Westminster Village North's Westminster Village North Inc. 403b Savings Plan reported $4M in total assets and 527 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,564 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Westminster Village North Inc. 403b Savings Plan holds $4M for 527 participants - about $7,567 per participant, in the lower half of filed plans by assets.
- #7,564
- in Healthcare & Social Assistance (17,684 peers)
- -0.0%
- assets change YoY
The plan reported a net loss of $246 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westminster Village North Inc. 403b Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Westminster Village North Inc. 403b Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,988,026 40th percentile higher than 40% 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
Westminster Village North Inc. 403b 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. Westminster Village North Inc. 403b Savings Plan sits mid-pack in the medium band (527 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westminster Village North Inc. 403b Savings Plan reported net income fell from $490K in the plan year 2022 filing to -$246 in the plan year 2023 filing.
- Westminster Village North Inc. 403b Savings Plan reported participants rose from 367 in the plan year 2022 filing to 527 in the plan year 2023 filing.
DOL schedule card
Filing strip 311209757 · Westminster Village North PY 2023 · Other
Westminster Village North Inc. 403b Savings Plan · $4M · 527 · 40th
- PART $4M
- TYPE 527
- NET 40th
- BOOK Other
- VS-ST near Hias Pennsylvania 403(b) Plan
- BOY ind #7564
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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →
Westminster Village North Inc. 403b Savings Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$246 |
| Employer EIN | 311209757 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westminster Village North)
Sponsor-wide plan assets over time
All Westminster Village North plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 367 | $4M |
| 2023 | 1 | 527 | $4M |
| 2024 | 1 | 742 | N/A |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Westminster Village North Inc. 403b Savings Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Hias Pennsylvania 403(b) Plan in PA ($4M); by covered participants it is Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan in CA (528 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Hias Pennsylvania 403(b) Plan (PA) $4M · 116
- Ntsoc 403(b) Retirement Plan (CO) $4M · 259
- High Mowing School, Inc. 403(b) DC Plan (NH) $4M · 108
- Nuestra Clinica Del Valle Employees Retirement Plan (TX) $4M · 353
Similar participant headcount
Nearest other-state filings by covered participants (527 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.