401(k) · DOL Form 5500 · 2023
Visiting Nurse Association of 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $89,079
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. · Sponsored by Visiting Nurse Association of · Indiana · Healthcare & Social Assistance
$7M in assets, 80 participants
Visiting Nurse Association of's 403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. reported $7M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,032 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. grew at a solid clip 13.9% in 2023 ($6M → $7M) for 80 participants.
- #10,032
- in Healthcare & Social Assistance (17,684 peers)
- +13.9%
- assets growth YoY
403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,126,339 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. is a small filing (80 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 351174866 · Visiting Nurse Association of PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. · $7M · 80 · 51st
- BOY $7M
- SCH 80
- EBSA 51st
- PART 401(k)
- TYPE near Israel Levy Diamond Cutters, Inc. Profit Sharing and Savings Plan
- NET ind #10032
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 Indiana →
403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. in the asset neighbourhood
Visiting Nurse Association of years around the 2023 move
Sponsor-wide plan assets over time
All Visiting Nurse Association of plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 9.372582471869498% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 80 | $7M |
| 2024 | 1 | 82 | $8M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $867K |
| Employer EIN | 351174866 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Israel Levy Diamond Cutters, Inc. Profit Sharing and Savings Plan in IL ($7M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.