401(k)
2022 plan-year 401(k) DOL Form 5500

Clearwater Marine Aquarium, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Clearwater Marine Aquarium, Inc. ยท Florida ยท Arts, Entertainment & Recreation

What the 2023 filing shows

Clearwater Marine Aquarium, Inc. 401(k) Plan holds $2M for 267 participants - about $7,616 per participant, down 6.0% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
267
covered participants
$7,616
avg assets per participant
-6.0%
assets change YoY

The plan reported a net loss of $130K for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
267
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Clearwater Marine Aquarium, Inc. 401(k) Plan

Clearwater Marine Aquarium, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Clearwater Marine Aquarium, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 267 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 592086737, and the plan has been effective since 2007-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end โ€” a decline of 6.0%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-129,977 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-129,977
Plan Type401(k)
Employer EIN592086737
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clearwater Marine Aquarium, Inc.)

Year Plans Participants Total Assets
2022 1 267 $2M
2023 1 245 $3M
2024 1 218 $3M

Nearby 401(k) Plans in Florida

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

Frequently Asked Questions

How much money is in the Clearwater Marine Aquarium, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Clearwater Marine Aquarium, Inc. 401(k) Plan holds $2M in total assets with 267 participants. It is sponsored by Clearwater Marine Aquarium, Inc..
What type of plan is Clearwater Marine Aquarium, Inc. 401(k) Plan?
Clearwater Marine Aquarium, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2007-08-01. The plan is filed with the U.S. Department of Labor under EIN 592086737.
Who sponsors the Clearwater Marine Aquarium, Inc. 401(k) Plan?
Clearwater Marine Aquarium, Inc. 401(k) Plan is sponsored by Clearwater Marine Aquarium, Inc., located in Florida. The sponsor's EIN is 592086737 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Clearwater Marine Aquarium, Inc. 401(k) Plan perform in 2022?
Clearwater Marine Aquarium, Inc. 401(k) Plan declined by 6.0% during 2022, moving from $2M to $2M in total assets. Net income was $-129,977.
Where can I find official filings for Clearwater Marine Aquarium, Inc. 401(k) Plan?
Official Form 5500 filings for Clearwater Marine Aquarium, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592086737 or plan name at efast.dol.gov.
How does Clearwater Marine Aquarium, Inc. 401(k) Plan compare to other plans?
You can compare Clearwater Marine Aquarium, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 592086737.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.