401(k)
2022 plan-year 401(k) DOL Form 5500

Addison Reserve Master Property Owners Association Inc. 401(k) P

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Addison Reserve Master Property · Florida · Arts, Entertainment & Recreation

What the 2023 filing shows

Addison Reserve Master Property Owners Association Inc. 401(k) P holds $10M for 125 participants — about $79,391 per participant, down 28.0% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
125
covered participants
$79,391
avg assets per participant
-28.0%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$10M
Participants
125
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Addison Reserve Master Property Owners Association Inc. 401(k) P

Addison Reserve Master Property Owners Association Inc. 401(k) P is a 401(k) retirement plan sponsored by Addison Reserve Master Property, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 125 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 650596868, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $10M at year-end — a decline of 28.0%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-3,867,623 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-3,867,623
Plan Type401(k)
Employer EIN650596868
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Addison Reserve Master Property)

Year Plans Participants Total Assets
2022 1 125 $10M
2023 1 135 $12M
2024 1 136 $14M

Nearby 401(k) Plans in Florida

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

Frequently Asked Questions

How much money is in the Addison Reserve Master Property Owners Association Inc. 401(k) P?
As of the 2022 Form 5500 filing, Addison Reserve Master Property Owners Association Inc. 401(k) P holds $10M in total assets with 125 participants. It is sponsored by Addison Reserve Master Property.
What type of plan is Addison Reserve Master Property Owners Association Inc. 401(k) P?
Addison Reserve Master Property Owners Association Inc. 401(k) P is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 650596868.
Who sponsors the Addison Reserve Master Property Owners Association Inc. 401(k) P?
Addison Reserve Master Property Owners Association Inc. 401(k) P is sponsored by Addison Reserve Master Property, located in Florida. The sponsor's EIN is 650596868 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Addison Reserve Master Property Owners Association Inc. 401(k) P perform in 2022?
Addison Reserve Master Property Owners Association Inc. 401(k) P declined by 28.0% during 2022, moving from $14M to $10M in total assets. Net income was $-3,867,623.
Where can I find official filings for Addison Reserve Master Property Owners Association Inc. 401(k) P?
Official Form 5500 filings for Addison Reserve Master Property Owners Association Inc. 401(k) P are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 650596868 or plan name at efast.dol.gov.
How does Addison Reserve Master Property Owners Association Inc. 401(k) P compare to other plans?
You can compare Addison Reserve Master Property Owners Association Inc. 401(k) P against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 650596868.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.