Holding Company of the Villages 401(k) plan

Holding Company of the Villages, Inc., Middleton, FL. EIN 20-4647993. Annual reports 2009–2024.

Holding Company of the Villages, Inc. has one active retirement plan on file, the Holding Company of the Villages, Inc. Employees Savings Plan, with 2,381 participants and $100 million in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Holding Company of the Villages's filings since 2009.

Active plans: 1
Participants: 2,381
Plan assets: $100 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Construction

The plan

Holding Company of the Villages, Inc. Employees Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 20-4647993
Participants (2024): 2,381
Net assets (2024): $100 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2010–2019), Wachovia Bank (2009)
Plan administrator: Holding Company of the Villages, Inc.
7580 Middleton Drive
Middleton, FL 34762
(352) 750-5152As filed for 2024
In effect since: January 1, 2002

Earlier plan names: Holding Company of the Villages, Inc. Employees Saving Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,381	$100 million	Principal
2023	2,941	$87.3 million	Principal
2022	4,247	$90.5 million	Principal
2021	5,174	$107 million	Principal
2020	4,926	$93.6 million	Principal
2019	4,734	$74.8 million	Wells Fargo
2018	3,182	$59.5 million	Wells Fargo
2017	2,890	$59.7 million	Wells Fargo
2016	2,554	$47.5 million	Wells Fargo
2015	1,805	$44.8 million	Wells Fargo
2014	2,110	$44.9 million	Wells Fargo
2013	2,134	$42.3 million	Wells Fargo
2012	1,923	$34.2 million	Wells Fargo
2011	1,725	$29.1 million	Wells Fargo
2010	1,854	$28.7 million	Wells Fargo
2009	2,294	$24.0 million	Wachovia Bank

If you had money in one of these plans

Call Principal (principal.com), which runs the Holding Company of the Villages, Inc. Employees Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((352) 750-5152). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Holding Company of the Villages, Inc. Employees Savings Plan

If you had money in one of these plans

What these numbers are

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