· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DALLAS MENNONITE RETIREMENT COMMUNITY INC — DALLAS RETIREMENT VILLAGE 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250702112746NAL0018750880001
DALLAS MENNONITE RETIREMENT COMMUNITY INC
Form 5500-SF
FILING_RECEIVED
DALLAS RETIREMENT VILLAGE 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
57
Accounts w/ balance
70
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DALLAS MENNONITE RETIREMENT COMMUNITY INC
.
Find decision makers
Plan sponsor
Name
DALLAS MENNONITE RETIREMENT COMMUNITY INC
EIN
93-0415213
Address
377 NW JASPER STREET · DALLAS, OR · 97338
Phone
(503) 623-5581
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
PPV ASSISTED LIVING CORPORATION
PPV ASSISTED LIVING CORPORATION DEFINED BENEFIT PENSION PLAN
$1.9M · 2 participants
HOMME INC. OF WISCONSIN
HOMME INC. OF WISCONSIN 403(B) RETIREMENT PLAN
$1.9M · 73 participants
RIVERHEAD CARE CENTER, LLC D/B/A ACADIA CENTER FOR NURSING & REHABILIT
RIVERHEAD NURSING HOME 401(K) PROFIT SHARING PLAN
$1.9M · 39 participants
SOUTHERN ILLINOIS LIVING CENTER
SILC / SICSS 401(K) PLAN
$1.9M · 156 participants
STANLEY MATHEW, M.D., PLLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STANLEY MATHEW, M.D., PLLC 401(K) PLAN
$1.9M · 6 participants
BROADWAY HOUSE FOR CONTINUING CARE, INC.
BROADWAY HOUSE FOR CONTINUING CARE, INC. 403(B) RETIREMENT PLAN
$1.9M · 80 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B