401(k) · DOL Form 5500 · 2022

Lost Tree Club, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
201
Participants Below avg headcount
58th
Percentile by assets National rank
$35,611
Avg per participant Low balance/head
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Official DOL plan name: Lost Tree Club 401(k) Plan · Sponsored by Lost Tree Club, Inc. · Florida · Other Services

$7M in assets, 201 participants

Lost Tree Club, Inc.'s Lost Tree Club 401(k) Plan reported $7M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,285 in Other Services (8,398 peers)

Coverage in Florida

Lost Tree Club 401(k) Plan covers 201 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#6,285
in Other Services (8,398 peers)
-26.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lost Tree Club 401(k) Plan's mid-pack asset rank among Other Services and all filers

Lost Tree Club 401(k) Plan vs every filed plan by assets

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

$7,157,861 Top 42% higher than 58% 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

Lost Tree Club 401(k) 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. Lost Tree Club 401(k) Plan sits mid-pack in the medium band (201 participants).

DOL schedule card

Filing strip 591556454 · Lost Tree Club, Inc. PY 2022 · 401(k)

Lost Tree Club 401(k) Plan · $7M · 201 · 58th

  • EBSA $7M
  • EBSA 201
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near Buffalo Land Retirement Plan
  • EBSA ind #6285

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 →

Lost Tree Club 401(k) Plan in the asset neighbourhood

Lost Tree Club 401(k) Plan$7MBuffalo Land Retirement Plan$7MVim Recyclers, L.P. 401(k) Plan and TrustVim Recyclers, L.P. 401(k) P…$7MCollege Possible 401(k) Plan$7MBirch Tree Communities, Inc. 401(k) Profit Sharing PlanBirch Tree Communities, Inc.…$7M
End-of-year total assets ($M) among Lost Tree Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN591556454
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lost Tree Club, Inc.)

Sponsor-wide plan assets over time

All Lost Tree Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 31.322220423112434% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.16M $9.4M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 201 $7M
2023 1 198 $8M
2024 1 213 $9M

Nearby 401(k) Plans in Florida

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

Lost Tree Club 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Lost Tree Club 401(k) Plan, Total assets ($B): 0.007157861 · Participants: 201Lost Tree Club 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
Lost Tree Club 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lost Tree Club 401(k) Plan side-by-side with 3 peers →

Lost Tree Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Buffalo Land Retirement Plan in OK ($7M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Lost Tree Club 401(k) Plan assets move in 2022? ▼
Lost Tree Club 401(k) Plan declined sharply - down 26.0% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Lost Tree Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lost Tree Club, Inc.'s sponsor-wide assets grew 31.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Lost Tree Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buffalo Land Retirement Plan in OK ($7M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Lost Tree Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 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 591556454.

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.