Other · DOL Form 5500 · 2024

Swiss Village, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
295
Participants Below avg headcount
50th
Percentile by assets National rank
$25,320
Avg per participant Low balance/head
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Official DOL plan name: Swiss Village, Inc 403(b) Plan · Sponsored by Swiss Village, Inc. · Indiana · Healthcare & Social Assistance

$7M in assets, 295 participants

Swiss Village, Inc.'s Swiss Village, Inc 403(b) Plan reported $7M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,201 in Healthcare & Social Assistance (16,916 peers)

Swiss Village, Inc. multi-year trail

Swiss Village, Inc.'s plans moved +35.3% in assets from 2022 to 2024; this filing shows Swiss Village, Inc 403(b) Plan at $7M / 295 participants.

#9,201
in Healthcare & Social Assistance (16,916 peers)
+11.5%
assets growth YoY

Swiss Village, Inc 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Swiss Village, Inc 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,469,493 Top 50% higher than 50% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Swiss Village, Inc 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swiss Village, Inc 403(b) Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swiss Village, Inc 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $771K in the plan year 2024 filing.
  • Swiss Village, Inc 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Swiss Village, Inc 403(b) Plan reported participants fell from 318 in the plan year 2023 filing to 295 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351118472 · Swiss Village, Inc. PY 2024 · Other

Swiss Village, Inc 403(b) Plan · $7M · 295 · 50th

  • BOY $7M
  • BOY 295
  • BOY 50th
  • BOY Other
  • BOY near Emergycare 403(b) Plan
  • BOY ind #9201

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 →

Swiss Village, Inc 403(b) Plan in the asset neighbourhood

Emergycare 403(b) Plan$7MCatholic Charities, Inc. Diocese of Madison Retirement PlanCatholic Charities, Inc. Dio…$7MUnited Way of Greater Kansas City, Inc. 403(b) PlanUnited Way of Greater Kansas…$7MSwiss Village, Inc 403(b) PlanSwiss Village, Inc 403(b) Pl…$7MEconomic Security Corporation of Southwest Area 403(b) PlanEconomic Security Corporatio…$7M
End-of-year total assets ($M) among Swiss Village, Inc 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Swiss Village, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Swiss Village, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 35.345368835727946% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.52M $7.47M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 313 $6M
2023 1 318 $7M
2024 1 295 $7M

Swiss Village, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$771K
Employer EIN351118472
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Swiss Village, Inc 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -50005001000 Total assets ($M) Participants Swiss Village, Inc 403(b) Plan, Total assets ($M): 7.469493 · Participants: 295Swiss Village, Inc 403(b) PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 928.494369 · Participants: 16191Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 440.279707 · Participants: 7792Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 373.421837 · Participants: 3285Butler University Retirement Plan
Swiss Village, Inc 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants

Swiss Village, Inc 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Emergycare 403(b) Plan in PA ($7M); by covered participants it is Greater Chicago Food Depository Retirement Savings Plan in IL (295 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swiss Village, Inc 403(b) Plan assets move in 2024?
Swiss Village, Inc 403(b) Plan grew at a solid clip - up 11.5% during 2024, from $7M to $7M. Reported net income was $771K.
How have Swiss Village, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Swiss Village, Inc.'s sponsor-wide assets grew 35.3%, from $6M to $7M.
Which Other plans are similar in size to Swiss Village, Inc 403(b) Plan?
Among Other plans in other states, the closest by assets is Emergycare 403(b) Plan in PA ($7M, 240 participants).
Which Other plans cover a similar participant headcount to Swiss Village, Inc 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Greater Chicago Food Depository Retirement Savings Plan in IL (295 participants, $11M in assets).