Other · DOL Form 5500 · 2024
Westminster Village Greenwood, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $35,695
- Avg per participant Low balance/head
Official DOL plan name: Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan · Sponsored by Westminster Village Greenwood, Inc. · Indiana · Healthcare & Social Assistance
$6M in assets, 159 participants
Westminster Village Greenwood, Inc.'s Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported $6M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,084 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan covers 159 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $6M.
- #8,084
- in Healthcare & Social Assistance (16,916 peers)
- +8.2%
- assets growth YoY
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,675,501 44th percentile higher than 44% 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
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity 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. Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported net income fell from $801K in the plan year 2023 filing to $431K in the plan year 2024 filing.
- Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan reported participants fell from 290 in the plan year 2023 filing to 159 in the plan year 2024 filing.
- Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 351516199 · Westminster Village Greenwood, Inc. PY 2024 · Other
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan · $6M · 159 · 44th
- BOY $6M
- SCH 159
- EBSA 44th
- PART Other
- TYPE near Detroit Community Health Connection, Inc. Retirement Program
- NET ind #8084
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 →
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $431K |
| Employer EIN | 351516199 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westminster Village Greenwood, Inc.)
Sponsor-wide plan assets over time
All Westminster Village Greenwood, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 27.726057979135792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $4M |
| 2023 | 1 | 290 | $5M |
| 2024 | 1 | 159 | $6M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Detroit Community Health Connection, Inc. Retirement Program in MI ($6M); by covered participants it is Leaders in Our Neighborhood Charter School 403(b) DC Plan in NY (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 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.