401(k) · DOL Form 5500 · 2024
The Villages Charter School, Inc. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 764
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $43,916
- Avg per participant Low balance/head
Official DOL plan name: The Villages Charter School, Inc. Employees Savings Plan · Sponsored by The Villages Charter School, Inc. · Florida · Educational Services
$34M in assets, 764 participants
The Villages Charter School, Inc.'s The Villages Charter School, Inc. Employees Savings Plan reported $34M in total assets and 764 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,333 in Educational Services (3,638 peers)
Where The Villages Charter School, Inc. Employees Savings Plan sits by assets
The Villages Charter School, Inc. Employees Savings Plan sits in the top quartile of all filed plans by assets, $34M for 764 participants (~$43,916/participant), up 22.0% in 2024.
- #2,333
- in Educational Services (3,638 peers)
- +22.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Villages Charter School, Inc. Employees Savings Plan's outsized position by total assets
The Villages Charter School, Inc. Employees Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,551,553 Top 21% higher than 79% 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
The Villages Charter School, Inc. Employees Savings 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 Charter School, Inc. Employees Savings Plan sits mid-pack in the medium band (764 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Villages Charter School, Inc. Employees Savings Plan reported participants rose from 483 in the plan year 2023 filing to 764 in the plan year 2024 filing.
- The Villages Charter School, Inc. Employees Savings Plan end-of-year assets rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- The Villages Charter School, Inc. Employees Savings Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 593597803 · The Villages Charter School, Inc. PY 2024 · 401(k)
The Villages Charter School, Inc. Employees Savings Plan · $34M · 764 · 79th
- RANK $34M
- RANK 764
- RANK 79th
- RANK 401(k)
- RANK near Interoperability Bidco, Inc. 401(k) Plan
- RANK ind #2333
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 Educational Services retirement plans → · Plans in Florida →
The Villages Charter School, Inc. Employees Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $6M |
| Employer EIN | 593597803 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Villages Charter School, Inc.)
Sponsor-wide plan assets over time
All The Villages Charter School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 52.60708609916136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 338 | $22M |
| 2023 | 1 | 483 | $28M |
| 2024 | 1 | 764 | $34M |
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
The Villages Charter School, Inc. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Interoperability Bidco, Inc. 401(k) Plan in MA ($34M); by covered participants it is Bluemont Group Holdings, LLC 401(k) Plan in TN (764 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Interoperability Bidco, Inc. 401(k) Plan (MA) $34M · 216
- Johnson Automotive Profit Sharing Plan (NC) $34M · 880
- Acenda, Inc. 401(k) Plan (NJ) $34M · 588
- Superior Communications, Inc. 401(k) Plan and Trust (CA) $34M · 229
Similar participant headcount
Nearest other-state filings by covered participants (764 participants); asset peers above are excluded.
- Bluemont Group Holdings, LLC 401(k) Plan (TN) 764 · 0 off
- Arizona Machinery Group Employees' Profit Sharing Retirement Plan (AZ) 764 · 0 off
- Avenues Recovery Center 401(k) Plan (NJ) 764 · 0 off
- Cipla USA 401(k) Plan (NJ) 764 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.