401(k) · DOL Form 5500 · 2022

Rancho Valencia Resort Partners,LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
248
Participants Below avg headcount
59th
Percentile by assets National rank
$30,227
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rancho Valencia Resort & Spa 401(k) Plan · Sponsored by Rancho Valencia Resort Partners,LLC · California · Food Services & Accommodation

$7M in assets, 248 participants

Rancho Valencia Resort Partners,LLC's Rancho Valencia Resort & Spa 401(k) Plan reported $7M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,982 in Food Services & Accommodation (4,592 peers)

Coverage in California

Rancho Valencia Resort & Spa 401(k) Plan covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $7M.

#3,982
in Food Services & Accommodation (4,592 peers)
-15.3%
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.

Rancho Valencia Resort & Spa 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Rancho Valencia Resort & Spa 401(k) Plan vs every filed plan by assets

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

$7,496,202 Top 41% higher than 59% 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

Rancho Valencia Resort & Spa 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. Rancho Valencia Resort & Spa 401(k) Plan sits mid-pack in the medium band (248 participants).

DOL schedule card

Filing strip 272180344 · Rancho Valencia Resort Partners,LLC PY 2022 · 401(k)

Rancho Valencia Resort & Spa 401(k) Plan · $7M · 248 · 59th

  • PCT $7M
  • EIN 248
  • RANK 59th
  • PHOTO 401(k)
  • IND near Angola Wire Products, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3982

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 California →

Rancho Valencia Resort & Spa 401(k) Plan in the asset neighbourhood

Rancho Valencia Resort & Spa 401(k) PlanRancho Valencia Resort & Spa…$7MAngola Wire Products, Inc. 401(k) Profit Sharing PlanAngola Wire Products, Inc. 4…$7MVets Plus, Inc. 401(k) Profit Sharing PlanVets Plus, Inc. 401(k) Profi…$7MMansermar, Inc. 401(k) Salary Savings PlanMansermar, Inc. 401(k) Salar…$7MEda Roofing, Inc 401(k) Profit Sharing PlanEda Roofing, Inc 401(k) Prof…$7M
End-of-year total assets ($M) among Rancho Valencia Resort & Spa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN272180344
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rancho Valencia Resort Partners,LLC)

Sponsor-wide plan assets over time

All Rancho Valencia Resort Partners,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.44161456695004% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.5M $10.1M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 248 $7M
2023 1 273 $8M
2024 1 312 $10M

Nearby 401(k) Plans in California

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

Rancho Valencia Resort & Spa 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rancho Valencia Resort & Spa 401(k) Plan, Total assets ($B): 0.007496202 · Participants: 248Rancho Valencia Resort & Spa 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Rancho Valencia Resort & Spa 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rancho Valencia Resort & Spa 401(k) Plan side-by-side with 3 peers →

Rancho Valencia Resort & Spa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Angola Wire Products, Inc. 401(k) Profit Sharing Plan in IN ($7M); by covered participants it is Emmis Operating Company 401(k) Plan in IN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Rancho Valencia Resort & Spa 401(k) Plan assets move in 2022? ▼
Rancho Valencia Resort & Spa 401(k) Plan declined sharply - down 15.3% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Rancho Valencia Resort Partners,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rancho Valencia Resort Partners,LLC's sponsor-wide assets grew 34.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Rancho Valencia Resort & Spa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Angola Wire Products, Inc. 401(k) Profit Sharing Plan in IN ($7M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Rancho Valencia Resort & Spa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emmis Operating Company 401(k) Plan in IN (248 participants, $55M 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 272180344.

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.