401(k) · DOL Form 5500 · 2022

Lake Merced Golf Club 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
37th
Percentile by assets National rank
$172,784
Avg per participant Above avg balance/head
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Official DOL plan name: Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust · Sponsored by Lake Merced Golf Club · California · Arts, Entertainment & Recreation

$2M in assets, 14 participants

Lake Merced Golf Club's Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,744 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust ranks #1,744 of 3,077 2022 filers by assets (1148% of the sector average)-$2M for 14 participants.

#1,744
in Arts, Entertainment & Recreation (3,077 peers)
-39.2%
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.

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,418,972 37th percentile higher than 37% 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

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 940615130 · Lake Merced Golf Club PY 2022 · 401(k)

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust · $2M · 14 · 37th

  • EBSA $2M
  • EBSA 14
  • EBSA 37th
  • EBSA 401(k)
  • EBSA near Ronpak Union Employees 401(k) Profit Sharing Plan
  • EBSA ind #1744

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lake Merced Golf Club 401(k) Profit Sharing Plan and TrustLake Merced Golf Club 401(k)…$2MRonpak Union Employees 401(k) Profit Sharing PlanRonpak Union Employees 401(k…$2MAmerican Oak Preserving Co., Inc. Employees' Profit Sharing Plan and TrustAmerican Oak Preserving Co.,…$2MEnchanted Rock Management, LLC 401(k) PlanEnchanted Rock Management, L…$2MBay Area Physicians for Women, P.C. 401(k) Profit Sharing PlanBay Area Physicians for Wome…$2M
End-of-year total assets ($M) among Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN940615130
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Merced Golf Club)

Sponsor-wide plan assets over time

All Lake Merced Golf Club plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.09507840520684% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.42M $3.36M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 20 $3M
2024 1 22 $3M

Nearby 401(k) Plans in California

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

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002418972 · Participants: 14Lake Merced Golf Club 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ronpak Union Employees 401(k) Profit Sharing Plan in LA ($2M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust contracted severely - down 39.2% during 2022, from $4M to $2M. Reported net income was -$2M.
How have Lake Merced Golf Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Merced Golf Club's sponsor-wide assets grew 39.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ronpak Union Employees 401(k) Profit Sharing Plan in LA ($2M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 940615130.

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.