401(k) · DOL Form 5500 · 2022

Naples Heritage Golf & Country Club, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
49
Participants Small participant base
36th
Percentile by assets National rank
$46,889
Avg per participant Low balance/head
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Official DOL plan name: Naples Heritage Golf & Country Club Employee 401(k) Plan · Sponsored by Naples Heritage Golf & Country Club, Inc. · Florida · Real Estate

$2M in assets, 49 participants

Naples Heritage Golf & Country Club, Inc.'s Naples Heritage Golf & Country Club Employee 401(k) Plan reported $2M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,756 in Real Estate (5,057 peers)

Naples Heritage Golf & Country Club, Inc. multi-year trail

Naples Heritage Golf & Country Club, Inc.'s plans moved +42.8% in assets from 2022 to 2024; this filing shows Naples Heritage Golf & Country Club Employee 401(k) Plan at $2M / 49 participants.

#2,756
in Real Estate (5,057 peers)
-19.4%
assets change YoY

The plan reported a net loss of $554K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Naples Heritage Golf & Country Club Employee 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Naples Heritage Golf & Country Club Employee 401(k) Plan vs every filed plan by assets

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

$2,297,566 36th percentile higher than 36% 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

Naples Heritage Golf & Country Club Employee 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naples Heritage Golf & Country Club Employee 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 650626636 · Naples Heritage Golf & Country Club, Inc. PY 2022 · 401(k)

Naples Heritage Golf & Country Club Employee 401(k) Plan · $2M · 49 · 36th

  • 5500 $2M
  • ASSETS 49
  • PCT 36th
  • EIN 401(k)
  • RANK near Acp LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #2756

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 Real Estate retirement plans → · Plans in Florida →

Naples Heritage Golf & Country Club Employee 401(k) Plan in the asset neighbourhood

Naples Heritage Golf & Country Club Employee 401(k) PlanNaples Heritage Golf & Count…$2MAcp LLC 401(k) Profit Sharing Plan & TrustAcp LLC 401(k) Profit Sharin…$2MNeomed Center Retirement Plan$2MNewbasis, LLC Savings and Retirement Plan and Trust 401(k) PlanNewbasis, LLC Savings and Re…$2MMark Porter Auto Group, Inc. 401(k) PlanMark Porter Auto Group, Inc.…$2M
End-of-year total assets ($M) among Naples Heritage Golf & Country Club Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Naples Heritage Golf & Country Club, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Naples Heritage Golf & Country Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.813829940032186% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.3M $3.28M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 49 $2M
2023 1 55 $3M
2024 1 74 $3M

Naples Heritage Golf & Country Club, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$554K
Employer EIN650626636
Plan Effective Date2007-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Naples Heritage Golf & Country Club Employee 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Naples Heritage Golf & Country Club Employee 401(k) Plan, Total assets ($B): 0.002297566 · Participants: 49Naples Heritage Golf & Country Club Employee 401(k) 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
Naples Heritage Golf & Country Club Employee 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Naples Heritage Golf & Country Club Employee 401(k) Plan side-by-side with 3 peers →

Naples Heritage Golf & Country Club Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Acp LLC 401(k) Profit Sharing Plan & Trust in MD ($2M); by covered participants it is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Naples Heritage Golf & Country Club Employee 401(k) Plan assets move in 2022? ▼
Naples Heritage Golf & Country Club Employee 401(k) Plan declined sharply - down 19.4% during 2022, from $3M to $2M. Reported net income was -$554K.
How have Naples Heritage Golf & Country Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Naples Heritage Golf & Country Club, Inc.'s sponsor-wide assets grew 42.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Naples Heritage Golf & Country Club Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acp LLC 401(k) Profit Sharing Plan & Trust in MD ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Naples Heritage Golf & Country Club Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants, $63K 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 650626636.

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.