401(k) · DOL Form 5500 · 2024

Holding Company of the Villages, Inc. 401(k) Plan

Data updated 2026-08-11

$100M
Total assets
1,963
Participants
90th
Percentile by assets
$51,149
Avg per participant
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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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$100M
total plan assets (2024 EOY)
1,963
covered participants
90th
percentile by assets (of 123,622 plans)
$51,149
avg assets per participant

Where Holding Company of the Villages, Inc. Employees Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Florida
Industry
Construction

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Holding Company of the Villages, Inc. Employees Savings Plan reports 1,963 participants - 3.1x that state average ($100M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$100M
Net Income$13M
Employer EIN204647993
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holding Company of the Villages, Inc.)

$85M$90M$95M$100M$105M 202220232024 $90.5M $100M ▲ +10.9%
Total plan assets by year, all Holding Company of the Villages, Inc. plans on file
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.

Holding Company of the Villages, Inc. Employees Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Holding Company of t…, Total assets ($B): 0.100404515 · Participants: 1963Holding Company of t…L3harris Retirement …, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc.…
Holding Company of the Villages, Inc. Employees Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Holding Company of the Villages, Inc. Em… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Holding Company of the Villages, Inc. Employees Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Holding Company of the Villages, Inc. Employees Savings Plan assets move in 2024? ▼
Holding Company of the Villages, Inc. Employees Savings Plan grew sharply - up 15.0% during 2024, from $87M to $100M. Reported net income was $13M.
How have Holding Company of the Villages, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holding Company of the Villages, Inc.'s sponsor-wide assets grew 10.9%, from $91M to $100M.
Where does Holding Company of the Villages, Inc. Employees Savings Plan rank by assets among Form 5500 filers? ▼
Holding Company of the Villages, Inc. Employees Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Holding Company of the Villages, Inc. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees' Savings Plan of Fn America, LLC in VA ($100M, 582 participants).

Next read for Holding Company of the Villages, Inc. Em…

Filing takeaways

Ways to act on Holding Company of the Villages, Inc. Employees Savings Plan's numbers.

  • By total assets, Holding Company of the Villages, Inc. Employees Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Holding Company of the Villages, Inc.'s sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Construction plans

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 204647993.

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.