401(k) · DOL Form 5500 · 2022

Polen Capital Management, L.L.C. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
133
Participants Small participant base
82nd
Percentile by assets National rank
$207,593
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Polen Capital Management, L. L. C. 401(k) Plan · Sponsored by Polen Capital Management, L.L.C. · Florida · Finance & Insurance

$28M in assets, 133 participants

Polen Capital Management, L.L.C.'s Polen Capital Management, L. L. C. 401(k) Plan reported $28M in total assets and 133 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.

  • #6,534 in Finance & Insurance (9,261 peers)

Coverage in Florida

Polen Capital Management, L. L. C. 401(k) Plan covers 133 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $28M.

#6,534
in Finance & Insurance (9,261 peers)
-20.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Polen Capital Management, L. L. C. 401(k) Plan's outsized position by total assets

Polen Capital Management, L. L. C. 401(k) Plan vs every filed plan by assets

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

$27,609,837 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

Polen Capital Management, L. L. C. 401(k) 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. Polen Capital Management, L. L. C. 401(k) Plan sits mid-pack in the medium band (133 participants).

DOL schedule card

Filing strip 260319356 · Polen Capital Management, L.L.C. PY 2022 · 401(k)

Polen Capital Management, L. L. C. 401(k) Plan · $28M · 133 · 82nd

  • TYPE $28M
  • TYPE 133
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Nth Degree 401(k) Plan
  • TYPE ind #6534

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 Finance & Insurance retirement plans → · Plans in Florida →

Polen Capital Management, L. L. C. 401(k) Plan in the asset neighbourhood

Polen Capital Management, L. L. C. 401(k) PlanPolen Capital Management, L.…$28MNth Degree 401(k) Plan$28MSportsman's Warehouse 401(k) Savings Plan PlanSportsman's Warehouse 401(k)…$28MClark Dietz, Inc. Employees 401(k) PlanClark Dietz, Inc. Employees …$28MLake Charles Anesthesiology Apmc 401(k) Profit Sharing PlanLake Charles Anesthesiology …$28M
End-of-year total assets ($M) among Polen Capital Management, L. L. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$28M
Net Income-$7M
Employer EIN260319356
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polen Capital Management, L.L.C.)

Sponsor-wide plan assets over time

All Polen Capital Management, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 176.86082319138646% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $27.6M $76.4M ▲ +176.9%
Year Plans Participants Total Assets
2022 1 133 $28M
2023 1 197 $67M
2024 1 219 $76M

Nearby 401(k) Plans in Florida

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

Polen Capital Management, L. L. C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Polen Capital Management, L. L. C. 401(k) Plan, Total assets ($B): 0.027609837 · Participants: 133Polen Capital Management, L. L. C. 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
Polen Capital Management, L. L. C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Polen Capital Management, L. L. C. 401(k) Plan side-by-side with 3 peers →

Polen Capital Management, L. L. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Nth Degree 401(k) Plan in GA ($28M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Polen Capital Management, L. L. C. 401(k) Plan assets move in 2022? ▼
Polen Capital Management, L. L. C. 401(k) Plan declined sharply - down 20.5% during 2022, from $35M to $28M. Reported net income was -$7M.
How have Polen Capital Management, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polen Capital Management, L.L.C.'s sponsor-wide assets grew 176.9%, from $28M to $76M.
Where does Polen Capital Management, L. L. C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Polen Capital Management, L. L. C. 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 Polen Capital Management, L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nth Degree 401(k) Plan in GA ($28M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Polen Capital Management, L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 260319356.

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.