Other · DOL Form 5500 · 2024

Southwest Florida Retirement Center Inc Dba Village on the Isle Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
257
Participants Below avg headcount
40th
Percentile by assets National rank
$17,273
Avg per participant Low balance/head
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Official DOL plan name: Village on the Isle Retirement Plan · Sponsored by Southwest Florida Retirement Center Inc Dba Village on the Isle · Florida · Healthcare & Social Assistance

$4M in assets, 257 participants

Southwest Florida Retirement Center Inc Dba Village on the Isle's Village on the Isle Retirement Plan reported $4M in total assets and 257 participants in its 2024 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.

  • #7,137 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Village on the Isle Retirement Plan covers 257 participants in Florida, about 41% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#7,137
in Healthcare & Social Assistance (16,916 peers)
+21.7%
assets growth YoY

Village on the Isle Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Village on the Isle Retirement Plan vs every filed plan by assets

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

$4,439,244 40th percentile higher than 40% 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

Village on the Isle 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. Village on the Isle Retirement Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Village on the Isle Retirement Plan reported net income rose from $630K in the plan year 2023 filing to $791K in the plan year 2024 filing.
  • Village on the Isle Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Village on the Isle Retirement Plan reported participants rose from 240 in the plan year 2023 filing to 257 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 591931148 · Southwest Florida Retirement Center Inc Dba Village on the Isle PY 2024 · Other

Village on the Isle Retirement Plan · $4M · 257 · 40th

  • 5500 $4M
  • ASSETS 257
  • PCT 40th
  • EIN Other
  • RANK near Center for Community Alternatives 403(b) Plan
  • PHOTO ind #7137

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 →

Village on the Isle Retirement Plan in the asset neighbourhood

Crouse Community Center Employee Retirement Tsa PlanCrouse Community Center Empl…$4MVillage on the Isle Retirement PlanVillage on the Isle Retireme…$4MCenter for Community Alternatives 403(b) PlanCenter for Community Alterna…$4MPentagon Federal Credit Union Fort Buchanan Retirement PlanPentagon Federal Credit Unio…$4MSarah Seneca Residential Services, Inc. 401(k) Profit Sharing PlanSarah Seneca Residential Ser…$4M
End-of-year total assets ($M) among Village on the Isle Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$791K
Employer EIN591931148
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Florida Retirement Center Inc Dba Village on the Isle)

Sponsor-wide plan assets over time

All Southwest Florida Retirement Center Inc Dba Village on the Isle plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.069732863955224% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.02M $4.44M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 243 $3M
2023 1 240 $4M
2024 1 257 $4M

Nearby Other Plans in Florida

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

Village on the Isle Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Village on the Isle Retirement Plan, Total assets ($B): 0.004439244 · Participants: 257Village on the Isle Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Village on the Isle Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Village on the Isle Retirement Plan side-by-side with 3 peers →

Village on the Isle Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Center for Community Alternatives 403(b) Plan in NY ($4M); by covered participants it is Peninsula Community Health Services 403(b) Plan in WA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Village on the Isle Retirement Plan assets move in 2024? ▼
Village on the Isle Retirement Plan grew sharply - up 21.7% during 2024, from $4M to $4M. Reported net income was $791K.
How have Southwest Florida Retirement Center Inc Dba Village on the Isle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Florida Retirement Center Inc Dba Village on the Isle's sponsor-wide assets grew 47.1%, from $3M to $4M.
Which Other plans are similar in size to Village on the Isle Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Center for Community Alternatives 403(b) Plan in NY ($4M, 150 participants).
Which Other plans cover a similar participant headcount to Village on the Isle Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Peninsula Community Health Services 403(b) Plan in WA (257 participants, $12M 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 591931148.

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.