401(k) · DOL Form 5500 · 2022

Ocean Reef Club, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
728
Participants Near avg headcount
82nd
Percentile by assets National rank
$38,527
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ocean Reef Club Employee Savings and Retirement Plan · Sponsored by Ocean Reef Club, Inc. · Florida · Food Services & Accommodation

$28M in assets, 728 participants

Ocean Reef Club, Inc.'s Ocean Reef Club Employee Savings and Retirement Plan reported $28M in total assets and 728 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.

  • #4,398 in Food Services & Accommodation (4,592 peers)

Where Ocean Reef Club Employee Savings and Retirement Plan sits by assets

Ocean Reef Club Employee Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 728 participants (~$38,527/participant), down 22.4% in 2022.

#4,398
in Food Services & Accommodation (4,592 peers)
-22.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ocean Reef Club Employee Savings and Retirement Plan's outsized position by total assets

Ocean Reef Club Employee Savings and Retirement Plan vs every filed plan by assets

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

$28,047,513 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

Ocean Reef Club Employee Savings and 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. Ocean Reef Club Employee Savings and Retirement Plan sits mid-pack in the medium band (728 participants).

Form 5500 schedule snapshot

Filing strip 650371142 · Ocean Reef Club, Inc. PY 2022 · 401(k)

Ocean Reef Club Employee Savings and Retirement Plan · $28M · 728 · 82nd

  • 5500 $28M
  • ASSETS 728
  • PCT 82nd
  • EIN 401(k)
  • RANK near Ennead Architects LLP 401(k) Plan
  • PHOTO ind #4398

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Ocean Reef Club Employee Savings and Retirement Plan in the asset neighbourhood

Ocean Reef Club Employee Savings and Retirement PlanOcean Reef Club Employee Sav…$28MEnnead Architects LLP 401(k) PlanEnnead Architects LLP 401(k)…$28MBasf Agricultural Products De Puerto Rico Retirement Savings PlanBasf Agricultural Products D…$28MCare Hospice, Inc. 401(k) PlanCare Hospice, Inc. 401(k) Pl…$28MCape Air/Nantucket Airlines Ksop Retirement PlanCape Air/Nantucket Airlines …$28M
End-of-year total assets ($M) among Ocean Reef Club Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$28M
Net Income-$8M
Employer EIN650371142
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocean Reef Club, Inc.)

Sponsor-wide plan assets over time

All Ocean Reef Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 36.78126470607216% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.1M $38.4M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 728 $28M
2023 1 930 $33M
2024 1 1,054 $38M

Nearby 401(k) Plans in Florida

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

Ocean Reef Club Employee Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ocean Reef Club Employee Savings and Retirement Plan, Total assets ($B): 0.028047513 · Participants: 728Ocean Reef Club Employee Savings and 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
Ocean Reef Club Employee Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ocean Reef Club Employee Savings and Retirement Plan side-by-side with 3 peers →

Ocean Reef Club Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ennead Architects LLP 401(k) Plan in NY ($28M); by covered participants it is St. Louis Cardinals Savings Plan in MO (728 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (728 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 Ocean Reef Club Employee Savings and Retirement Plan assets move in 2022? ▼
Ocean Reef Club Employee Savings and Retirement Plan declined sharply - down 22.4% during 2022, from $36M to $28M. Reported net income was -$8M.
How have Ocean Reef Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ocean Reef Club, Inc.'s sponsor-wide assets grew 36.8%, from $28M to $38M.
Where does Ocean Reef Club Employee Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Ocean Reef Club Employee Savings and Retirement 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 Ocean Reef Club Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ennead Architects LLP 401(k) Plan in NY ($28M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Ocean Reef Club Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Louis Cardinals Savings Plan in MO (728 participants, $28M 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 650371142.

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.