401(k) · DOL Form 5500 · 2022

Tarpon Blue Ce Management LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
27
Participants Small participant base
82nd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Collier Enterprises 401(k) Plan · Sponsored by Tarpon Blue Ce Management LLC · Florida · Real Estate

$28M in assets, 27 participants

Tarpon Blue Ce Management LLC's Collier Enterprises 401(k) Plan reported $28M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,658 in Real Estate (5,057 peers)

Where Collier Enterprises 401(k) Plan sits by assets

Collier Enterprises 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 27 participants (~$1.0M/participant), down 27.9% in 2022.

#4,658
in Real Estate (5,057 peers)
-27.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Collier Enterprises 401(k) Plan's outsized position by total assets

Collier Enterprises 401(k) Plan vs every filed plan by assets

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

$28,189,218 Top 18% higher than 82% 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

Collier Enterprises 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. Collier Enterprises 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 883711687 · Tarpon Blue Ce Management LLC PY 2022 · 401(k)

Collier Enterprises 401(k) Plan · $28M · 27 · 82nd

  • BOY $28M
  • BOY 27
  • BOY 82nd
  • BOY 401(k)
  • BOY near Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust
  • BOY ind #4658

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 →

Collier Enterprises 401(k) Plan in the asset neighbourhood

Collier Enterprises 401(k) PlanCollier Enterprises 401(k) P…$28MBernatello's Pizza, Inc. 401(k) Profit Sharing Plan & TrustBernatello's Pizza, Inc. 401…$28MThe Echo Design Group, Inc. 401(k) PlanThe Echo Design Group, Inc. …$28MSalisbury Bank & Trust Co. 401(k) Profit Sharing PlanSalisbury Bank & Trust Co. 4…$28MThe Lb3/Tc2 Retirement Savings PlanThe Lb3/Tc2 Retirement Savin…$28M
End-of-year total assets ($M) among Collier Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$28M
Net Income-$11M
Employer EIN883711687
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tarpon Blue Ce Management LLC)

Sponsor-wide plan assets over time

All Tarpon Blue Ce Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 8.415348733689596% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $28.2M $30.6M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 27 $28M
2023 1 12 $29M
2024 1 13 $31M

Nearby 401(k) Plans in Florida

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

Collier Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Collier Enterprises 401(k) Plan, Total assets ($B): 0.028189218 · Participants: 27Collier Enterprises 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
Collier Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Collier Enterprises 401(k) Plan side-by-side with 3 peers →

Collier Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust in MN ($28M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.

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 Collier Enterprises 401(k) Plan assets move in 2022? ▼
Collier Enterprises 401(k) Plan declined sharply - down 27.9% during 2022, from $39M to $28M. Reported net income was -$11M.
How have Tarpon Blue Ce Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarpon Blue Ce Management LLC's sponsor-wide assets grew 8.4%, from $28M to $31M.
Where does Collier Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Collier Enterprises 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Collier Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust in MN ($28M, 714 participants).
Which 401(k) plans cover a similar participant headcount to Collier Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants, $593K 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 883711687.

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.