401(k) · DOL Form 5500 · 2024
Holding Company of the Villages, Inc. 401(k) Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 1,963
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $51,149
- Avg per participant Low balance/head
Official DOL plan name: Holding Company of the Villages, Inc. Employees Savings Plan · Sponsored by Holding Company of the Villages, Inc. · Florida · Construction
$100M in assets, 1,963 participants
Holding Company of the Villages, Inc.'s Holding Company of the Villages, Inc. Employees Savings Plan reported $100M in total assets and 1,963 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #8,040 in Construction (9,039 peers)
Coverage in Florida
Holding Company of the Villages, Inc. Employees Savings Plan covers 1,963 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $100M.
- #8,040
- in Construction (9,039 peers)
- +15.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Holding Company of the Villages, Inc. Employees Savings Plan's outsized position by total assets
Holding Company of the Villages, Inc. Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$100,404,515 Top 10% higher than 90% 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
Holding Company of the Villages, Inc. Employees Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holding Company of the Villages, Inc. Employees Savings Plan lands in the large band (1,963 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holding Company of the Villages, Inc. Employees Savings Plan reported participants fell from 2,967 in the plan year 2023 filing to 1,963 in the plan year 2024 filing.
- Holding Company of the Villages, Inc. Employees Savings Plan end-of-year assets rose from $87M in the plan year 2023 filing to $100M in the plan year 2024 filing.
- Holding Company of the Villages, Inc. Employees Savings Plan reported net income fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 204647993 · Holding Company of the Villages, Inc. PY 2024 · 401(k)
Holding Company of the Villages, Inc. Employees Savings Plan · $100M · 1,963 · 90th
- BOY $100M
- SCH 1,963
- EBSA 90th
- PART 401(k)
- TYPE near Employees' Savings Plan of Fn America, LLC
- NET ind #8040
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 Construction retirement plans → · Plans in Florida →
Holding Company of the Villages, Inc. Employees Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $13M |
| Employer EIN | 204647993 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holding Company of the Villages, Inc.)
Sponsor-wide plan assets over time
All Holding Company of the Villages, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 10.934249774025826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,255 | $91M |
| 2023 | 1 | 2,967 | $87M |
| 2024 | 1 | 1,963 | $100M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Holding Company of the Villages, Inc. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Employees' Savings Plan of Fn America, LLC in VA ($100M); by covered participants it is Pebble Beach Company 401(k) Plan in CA (1,963 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Employees' Savings Plan of Fn America, LLC (VA) $100M · 582
- Cbn 401(k) Retirement Plan (VA) $100M · 1,155
- Conga Corporation 401(k) Plan (CO) $100M · 704
- Rose Acre Farms Employees' 401(k) Plan (IN) $100M · 2,217
Similar participant headcount
Nearest other-state filings by covered participants (1,963 participants); asset peers above are excluded.
- Pebble Beach Company 401(k) Plan (CA) 1,963 · 0 off
- Center for Social Dynamics 401(k) Plan (CA) 1,963 · 0 off
- Preferred Care of New Jersey 401(k) Plan (NJ) 1,964 · 1 off
- Wastequip LLC 401(k) Retirement Plan (NC) 1,964 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.