401(k) · DOL Form 5500 · 2022

Club Assist US LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
219
Participants Below avg headcount
58th
Percentile by assets National rank
$33,367
Avg per participant Low balance/head
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Official DOL plan name: Club Assist US LLC/Joint Ventures Retirement Plan · Sponsored by Club Assist US LLC · Florida · Wholesale Trade

$7M in assets, 219 participants

Club Assist US LLC's Club Assist US LLC/Joint Ventures Retirement Plan reported $7M in total assets and 219 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.

  • #3,339 in Wholesale Trade (6,843 peers)

Coverage in Florida

Club Assist US LLC/Joint Ventures Retirement Plan covers 219 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#3,339
in Wholesale Trade (6,843 peers)
-23.6%
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.

Club Assist US LLC/Joint Ventures Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Club Assist US LLC/Joint Ventures Retirement Plan vs every filed plan by assets

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

$7,307,414 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

Club Assist US LLC/Joint Ventures Retirement 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. Club Assist US LLC/Joint Ventures Retirement Plan sits mid-pack in the medium band (219 participants).

Form 5500 schedule snapshot

Filing strip 980361710 · Club Assist US LLC PY 2022 · 401(k)

Club Assist US LLC/Joint Ventures Retirement Plan · $7M · 219 · 58th

  • ASSETS $7M
  • ASSETS 219
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Mann Consulting 401(k) Plan
  • ASSETS ind #3339

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 Wholesale Trade retirement plans → · Plans in Florida →

Club Assist US LLC/Joint Ventures Retirement Plan in the asset neighbourhood

Club Assist US LLC/Joint Ventures Retirement PlanClub Assist US LLC/Joint Ven…$7MMann Consulting 401(k) Plan$7MQuality Water Systems, Inc 401(k) Retirement PlanQuality Water Systems, Inc 4…$7MUpstate Farms Dairy, LLC Retirement PlanUpstate Farms Dairy, LLC Ret…$7MAllyis Retirement Plan$7M
End-of-year total assets ($M) among Club Assist US LLC/Joint Ventures Retirement 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-$2M
Employer EIN980361710
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Club Assist US LLC)

Sponsor-wide plan assets over time

All Club Assist US LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 50.751483356492464% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.31M $11M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 219 $7M
2023 1 146 $9M
2024 1 152 $11M

Nearby 401(k) Plans in Florida

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

Club Assist US LLC/Joint Ventures Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Club Assist US LLC/Joint Ventures Retirement Plan, Total assets ($B): 0.007307414 · Participants: 219Club Assist US LLC/Joint Ventures Retirement 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
Club Assist US LLC/Joint Ventures Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Club Assist US LLC/Joint Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mann Consulting 401(k) Plan in CA ($7M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 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 (219 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 Club Assist US LLC/Joint Ventures Retirement Plan assets move in 2022?
Club Assist US LLC/Joint Ventures Retirement Plan declined sharply - down 23.6% during 2022, from $10M to $7M. Reported net income was -$2M.
How have Club Assist US LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Club Assist US LLC's sponsor-wide assets grew 50.8%, from $7M to $11M.
Which 401(k) plans are similar in size to Club Assist US LLC/Joint Ventures Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mann Consulting 401(k) Plan in CA ($7M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Club Assist US LLC/Joint Ventures Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants, N/A in assets).