401(k) · DOL Form 5500 · 2022

The Polo Club of Boca Raton, Poa, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
297
Participants Below avg headcount
64th
Percentile by assets National rank
$32,888
Avg per participant Low balance/head
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Official DOL plan name: The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan · Sponsored by The Polo Club of Boca Raton, Poa, Inc. · Florida · Other Services

$10M in assets, 297 participants

The Polo Club of Boca Raton, Poa, Inc.'s The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,667 in Other Services (8,398 peers)

Coverage in Florida

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan covers 297 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#6,667
in Other Services (8,398 peers)
-20.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,767,778 Top 36% higher than 64% of 139,123 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 2022

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (297 participants).

DOL schedule card

Filing strip 650035360 · The Polo Club of Boca Raton, Poa, Inc. PY 2022 · 401(k)

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan · $10M · 297 · 64th

  • 5500 $10M
  • 5500 297
  • 5500 64th
  • 5500 401(k)
  • 5500 near Temperature Systems, Inc. 401(k) Plan
  • 5500 ind #6667

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 Other Services retirement plans → · Plans in Florida →

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing PlanThe Polo Club of Boca Raton,…$10MTemperature Systems, Inc. 401(k) PlanTemperature Systems, Inc. 40…$10MCatholic Charities Maine 401(k) Retirement PlanCatholic Charities Maine 401…$10MThe Ctc Academy, Inc. 403(b) PlanThe Ctc Academy, Inc. 403(b)…$10MNational Distributors, Inc. Profit Sharing and Employees Retirement Savings PlanNational Distributors, Inc. …$10M
End-of-year total assets ($M) among The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN650035360
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Polo Club of Boca Raton, Poa, Inc.)

Sponsor-wide plan assets over time

All The Polo Club of Boca Raton, Poa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 10.471429633228766% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M 202220232024 $9.77M $10.8M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 297 $10M
2023 1 269 $11M
2024 1 293 $11M

Nearby 401(k) Plans in Florida

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

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009767778 · Participants: 297The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Temperature Systems, Inc. 401(k) Plan in WI ($10M); by covered participants it is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan declined sharply - down 20.0% during 2022, from $12M to $10M. Reported net income was -$2M.
How have The Polo Club of Boca Raton, Poa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Polo Club of Boca Raton, Poa, Inc.'s sponsor-wide assets grew 10.5%, from $10M to $11M.
Which 401(k) plans are similar in size to The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Temperature Systems, Inc. 401(k) Plan in WI ($10M, 90 participants).
Which 401(k) plans cover a similar participant headcount to The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650035360.

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.