401(k) · DOL Form 5500 · 2022

Grey Oaks Country Club, Ltd 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
217
Participants Below avg headcount
62nd
Percentile by assets National rank
$39,647
Avg per participant Low balance/head
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Official DOL plan name: Grey Oaks Country Club, Ltd Savings Plan · Sponsored by Grey Oaks Country Club, Ltd · Florida · Arts, Entertainment & Recreation

$9M in assets, 217 participants

Grey Oaks Country Club, Ltd's Grey Oaks Country Club, Ltd Savings Plan reported $9M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,320 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Florida

Grey Oaks Country Club, Ltd Savings Plan covers 217 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#2,320
in Arts, Entertainment & Recreation (3,077 peers)
-15.6%
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.

Grey Oaks Country Club, Ltd Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Grey Oaks Country Club, Ltd Savings Plan vs every filed plan by assets

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

$8,603,493 Top 38% higher than 62% 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

Grey Oaks Country Club, Ltd Savings 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. Grey Oaks Country Club, Ltd Savings Plan sits mid-pack in the medium band (217 participants).

Form 5500 schedule snapshot

Filing strip 650347219 · Grey Oaks Country Club, Ltd PY 2022 · 401(k)

Grey Oaks Country Club, Ltd Savings Plan · $9M · 217 · 62nd

  • BOY $9M
  • SCH 217
  • EBSA 62nd
  • PART 401(k)
  • TYPE near Douglas J. Management, LLC 401(k) Plan
  • NET ind #2320

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 Florida →

Grey Oaks Country Club, Ltd Savings Plan in the asset neighbourhood

Grey Oaks Country Club, Ltd Savings PlanGrey Oaks Country Club, Ltd …$9MDouglas J. Management, LLC 401(k) PlanDouglas J. Management, LLC 4…$9MEn-Fab, Inc. 401(k) Plan$9MPassaic Valley Sewerage Commission / I.B.E.W. Local 1158 Annuity Plan and TrustPassaic Valley Sewerage Comm…$9MKodiak Roofing & Waterproofing Co. 401(k) PlanKodiak Roofing & Waterproofi…$9M
End-of-year total assets ($M) among Grey Oaks Country Club, Ltd Savings 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)$9M
Net Income-$2M
Employer EIN650347219
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grey Oaks Country Club, Ltd)

Sponsor-wide plan assets over time

All Grey Oaks Country Club, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$12M 35.521979270512574% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.6M $11.7M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 217 $9M
2023 1 289 $11M
2024 1 282 $12M

Nearby 401(k) Plans in Florida

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

Grey Oaks Country Club, Ltd Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Grey Oaks Country Club, Ltd Savings Plan, Total assets ($B): 0.008603493 · Participants: 217Grey Oaks Country Club, Ltd Savings 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
Grey Oaks Country Club, Ltd Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Grey Oaks Country Club, Ltd Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Douglas J. Management, LLC 401(k) Plan in MI ($9M); by covered participants it is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Grey Oaks Country Club, Ltd Savings Plan assets move in 2022?
Grey Oaks Country Club, Ltd Savings Plan declined sharply - down 15.6% during 2022, from $10M to $9M. Reported net income was -$2M.
How have Grey Oaks Country Club, Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Grey Oaks Country Club, Ltd's sponsor-wide assets grew 35.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Grey Oaks Country Club, Ltd Savings Plan?
Among 401(k) plans in other states, the closest by assets is Douglas J. Management, LLC 401(k) Plan in MI ($9M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Grey Oaks Country Club, Ltd Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants, $6M in assets).