Other · DOL Form 5500 · 2024
Visiting Nurse Association of the Treasure Coast, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 554
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $36,345
- Avg per participant Low balance/head
Official DOL plan name: Vna of the Treasure Coast 403(b) Plan · Sponsored by Visiting Nurse Association of the Treasure Coast, Inc. · Florida · Healthcare & Social Assistance
$20M in assets, 554 participants
Visiting Nurse Association of the Treasure Coast, Inc.'s Vna of the Treasure Coast 403(b) Plan reported $20M in total assets and 554 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,655 in Healthcare & Social Assistance (16,916 peers)
Visiting Nurse Association of the Treasure Coast, Inc. multi-year trail
Visiting Nurse Association of the Treasure Coast, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Vna of the Treasure Coast 403(b) Plan at $20M / 554 participants.
- #12,655
- in Healthcare & Social Assistance (16,916 peers)
- +9.5%
- assets growth YoY
Vna of the Treasure Coast 403(b) Plan's outsized position by total assets
Vna of the Treasure Coast 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,135,302 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Vna of the Treasure Coast 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. Vna of the Treasure Coast 403(b) Plan sits mid-pack in the medium band (554 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vna of the Treasure Coast 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Vna of the Treasure Coast 403(b) Plan reported participants rose from 504 in the plan year 2023 filing to 554 in the plan year 2024 filing.
- Vna of the Treasure Coast 403(b) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 592664912 · Visiting Nurse Association of the Treasure Coast, Inc. PY 2024 · Other
Vna of the Treasure Coast 403(b) Plan · $20M · 554 · 70th
- EBSA $20M
- EBSA 554
- EBSA 70th
- EBSA Other
- EBSA near Miss Hall's School Retirement Plan
- EBSA ind #12655
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 Florida →
Vna of the Treasure Coast 403(b) Plan in the asset neighbourhood
Visiting Nurse Association of the Treasure Coast, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Visiting Nurse Association of the Treasure Coast, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 32.027062027199726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 556 | $15M |
| 2023 | 1 | 504 | $18M |
| 2024 | 1 | 554 | $20M |
Visiting Nurse Association of the Treasure Coast, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 592664912 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Vna of the Treasure Coast 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Miss Hall's School Retirement Plan in MA ($20M); by covered participants it is Bayada Home Health Care 403(b) Plan in NJ (554 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (554 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.