401(k) · DOL Form 5500 · 2024

The Villages Health System, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
718
Participants Below avg headcount
76th
Percentile by assets National rank
$38,824
Avg per participant Low balance/head
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Official DOL plan name: The Villages Health System Employees Savings Plan · Sponsored by The Villages Health System, LLC · Florida · Healthcare & Social Assistance

$28M in assets, 718 participants

The Villages Health System, LLC's The Villages Health System Employees Savings Plan reported $28M in total assets and 718 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,497 in Healthcare & Social Assistance (16,916 peers)

Where The Villages Health System Employees Savings Plan sits by assets

The Villages Health System Employees Savings Plan sits in the top quartile of all filed plans by assets, $28M for 718 participants (~$38,824/participant), up 19.6% in 2024.

#13,497
in Healthcare & Social Assistance (16,916 peers)
+19.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Villages Health System Employees Savings Plan's outsized position by total assets

The Villages Health System Employees Savings Plan vs every filed plan by assets

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

$27,875,390 Top 24% higher than 76% 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

The Villages Health System 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 Health System Employees Savings Plan sits mid-pack in the medium band (718 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Villages Health System Employees Savings Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Villages Health System Employees Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • The Villages Health System Employees Savings Plan reported participants rose from 615 in the plan year 2023 filing to 718 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 383876436 · The Villages Health System, LLC PY 2024 · 401(k)

The Villages Health System Employees Savings Plan · $28M · 718 · 76th

  • EOY $28M
  • 5500 718
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Atx Networks 401(k) Plan
  • RANK ind #13497

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 →

The Villages Health System Employees Savings Plan in the asset neighbourhood

The Villages Health System Employees Savings PlanThe Villages Health System E…$28MBluecrest USA Gp LLC 401(k) PlanBluecrest USA Gp LLC 401(k) …$28MAtx Networks 401(k) Plan$28MB & D Retirement and Savings PlanB & D Retirement and Savings…$28MNorthern Bank and Trust Company 401(k) PlanNorthern Bank and Trust Comp…$28M
End-of-year total assets ($M) among The Villages Health System Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN383876436
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Villages Health System, LLC)

Sponsor-wide plan assets over time

All The Villages Health System, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 19.568492249324894% vs 2023
2024 filing year
$22M$24M$26M$28M$30M 20232024 $23.3M $27.9M ▲ +19.6%
Year Plans Participants Total Assets
2023 1 615 $23M
2024 1 718 $28M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Villages Health System Employees Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Villages Health System Employees Savings Plan, Total assets ($B): 0.02787539 · Participants: 718The Villages Health System Employees Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The Villages Health System Employees Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Villages Health System Employees Savings Plan side-by-side with 3 peers →

The Villages Health System Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Atx Networks 401(k) Plan in GA ($28M); by covered participants it is United Federal Credit Union 401(k) Plan in MI (718 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (718 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 The Villages Health System Employees Savings Plan assets move in 2024? ▼
The Villages Health System Employees Savings Plan grew sharply - up 19.6% during 2024, from $23M to $28M. Reported net income was $5M.
How have The Villages Health System, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Villages Health System, LLC's sponsor-wide assets grew 19.6%, from $23M to $28M.
Where does The Villages Health System Employees Savings Plan rank by assets among Form 5500 filers? ▼
The Villages Health System Employees Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Villages Health System Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atx Networks 401(k) Plan in GA ($28M, 108 participants).
Which 401(k) plans cover a similar participant headcount to The Villages Health System Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Federal Credit Union 401(k) Plan in MI (718 participants, $84M 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 383876436.

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.