401(k) · DOL Form 5500 · 2024

The Villages of Indiana Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
310
Participants Below avg headcount
55th
Percentile by assets National rank
$31,337
Avg per participant Low balance/head
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Official DOL plan name: The Villages of Indiana Retirement Plan · Sponsored by The Villages of Indiana Inc. · Indiana · Healthcare & Social Assistance

$10M in assets, 310 participants

The Villages of Indiana Inc.'s The Villages of Indiana Retirement Plan reported $10M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,247 in Healthcare & Social Assistance (16,916 peers)

The Villages of Indiana Inc. multi-year trail

The Villages of Indiana Inc.'s plans moved +67.7% in assets from 2022 to 2024; this filing shows The Villages of Indiana Retirement Plan at $10M / 310 participants.

#10,247
in Healthcare & Social Assistance (16,916 peers)
+22.7%
assets growth YoY

The Villages of Indiana Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Villages of Indiana Retirement Plan vs every filed plan by assets

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

$9,714,383 Top 45% higher than 55% 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

The Villages of Indiana Retirement 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. The Villages of Indiana Retirement Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Villages of Indiana Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Villages of Indiana Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • The Villages of Indiana Retirement Plan reported participants rose from 298 in the plan year 2023 filing to 310 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351708240 · The Villages of Indiana Inc. PY 2024 · 401(k)

The Villages of Indiana Retirement Plan · $10M · 310 · 55th

  • PCT $10M
  • PCT 310
  • PCT 55th
  • PCT 401(k)
  • PCT near Hartzell Engine Technologies, LLC 401(k) Retirement Savings Plan
  • PCT ind #10247

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 →

The Villages of Indiana Retirement Plan in the asset neighbourhood

The Villages of Indiana Retirement PlanThe Villages of Indiana Reti…$10MHartzell Engine Technologies, LLC 401(k) Retirement Savings PlanHartzell Engine Technologies…$10MM&e Contractors, Inc. 401(k) PlanM&e Contractors, Inc. 401(k)…$10MPhoenix Lithographing Corporation 401(k) Profit Sharing Plan and TrustPhoenix Lithographing Corpor…$10MConcrete Placing Company, Inc. 401(k) PlanConcrete Placing Company, In…$10M
End-of-year total assets ($M) among The Villages of Indiana Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Villages of Indiana Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Villages of Indiana Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 67.66488986400935% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.79M $9.71M ▲ +67.7%
Year Plans Participants Total Assets
2022 2 687 $6M
2023 1 298 $8M
2024 1 310 $10M

The Villages of Indiana Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN351708240
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Villages of Indiana Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Villages of Indiana Retirement Plan, Total assets ($B): 0.009714383 · Participants: 310The Villages of Indiana Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
The Villages of Indiana Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare The Villages of Indiana Retirement Plan side-by-side with 3 peers →

The Villages of Indiana Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Hartzell Engine Technologies, LLC 401(k) Retirement Savings Plan in OH ($10M); by covered participants it is Noram Drilling Company 401(k) Plan in TX (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.

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 The Villages of Indiana Retirement Plan assets move in 2024? ▼
The Villages of Indiana Retirement Plan grew sharply - up 22.7% during 2024, from $8M to $10M. Reported net income was $2M.
How have The Villages of Indiana Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Villages of Indiana Inc.'s sponsor-wide assets grew 67.7%, from $6M to $10M.
Which 401(k) plans are similar in size to The Villages of Indiana Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hartzell Engine Technologies, LLC 401(k) Retirement Savings Plan in OH ($10M, 155 participants).
Which 401(k) plans cover a similar participant headcount to The Villages of Indiana Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Noram Drilling Company 401(k) Plan in TX (310 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351708240.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.