401(k) · DOL Form 5500 · 2022

Pelican Bay Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
184
Participants Below avg headcount
49th
Percentile by assets National rank
$25,715
Avg per participant Low balance/head
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Official DOL plan name: Pelican Bay Foundation, Inc. 401(k) Plan · Sponsored by Pelican Bay Foundation, Inc. · Florida · Other Services

$5M in assets, 184 participants

Pelican Bay Foundation, Inc.'s Pelican Bay Foundation, Inc. 401(k) Plan reported $5M in total assets and 184 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,753 in Other Services (8,398 peers)

Coverage in Florida

Pelican Bay Foundation, Inc. 401(k) Plan covers 184 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#5,753
in Other Services (8,398 peers)
-18.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pelican Bay Foundation, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Pelican Bay Foundation, Inc. 401(k) Plan vs every filed plan by assets

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

$4,731,506 49th percentile higher than 49% 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

Pelican Bay Foundation, Inc. 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. Pelican Bay Foundation, Inc. 401(k) Plan sits mid-pack in the medium band (184 participants).

Form 5500 schedule snapshot

Filing strip 591977547 · Pelican Bay Foundation, Inc. PY 2022 · 401(k)

Pelican Bay Foundation, Inc. 401(k) Plan · $5M · 184 · 49th

  • NET $5M
  • BOOK 184
  • VS-ST 49th
  • BOY 401(k)
  • SCH near The Broadbent Company, Inc. Employee 401(k) Retirement Plan
  • EBSA ind #5753

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 Other Services retirement plans → · Plans in Florida →

Pelican Bay Foundation, Inc. 401(k) Plan in the asset neighbourhood

Pelican Bay Foundation, Inc. 401(k) PlanPelican Bay Foundation, Inc.…$5MThe Broadbent Company, Inc. Employee 401(k) Retirement PlanThe Broadbent Company, Inc. …$5MLondon Economics International, LLC 401(k) Profit Sharing PlanLondon Economics Internation…$5MAtomic Data 401(k) Plan$5MLexington Coal Company, LLC 401(k) PlanLexington Coal Company, LLC …$5M
End-of-year total assets ($M) among Pelican Bay Foundation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN591977547
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pelican Bay Foundation, Inc.)

Sponsor-wide plan assets over time

All Pelican Bay Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.253140966111% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.73M $3.44M ▼ -27.3%
Year Plans Participants Total Assets
2022 1 184 $5M
2023 1 126 $5M
2024 1 215 $3M

Nearby 401(k) Plans in Florida

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

Pelican Bay Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Pelican Bay Foundation, Inc. 401(k) Plan, Total assets ($B): 0.004731506 · Participants: 184Pelican Bay Foundation, Inc. 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
Pelican Bay Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Pelican Bay Foundation, Inc. 401(k) Plan side-by-side with 3 peers →

Pelican Bay Foundation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Broadbent Company, Inc. Employee 401(k) Retirement Plan in IN ($5M); by covered participants it is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Pelican Bay Foundation, Inc. 401(k) Plan assets move in 2022? ▼
Pelican Bay Foundation, Inc. 401(k) Plan declined sharply - down 18.6% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Pelican Bay Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pelican Bay Foundation, Inc.'s sponsor-wide assets declined 27.3%, from $5M to $3M.
Which 401(k) plans are similar in size to Pelican Bay Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Broadbent Company, Inc. Employee 401(k) Retirement Plan in IN ($5M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Pelican Bay Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 participants, N/A 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 591977547.

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.