Other · DOL Form 5500 · 2022

Naples Botanical Garden, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
131
Participants Small participant base
45th
Percentile by assets National rank
$28,445
Avg per participant Low balance/head
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Official DOL plan name: Naples Botanical Garden Defined Contribution Retirement Plan · Sponsored by Naples Botanical Garden, Inc. · Florida · Arts, Entertainment & Recreation

$4M in assets, 131 participants

Naples Botanical Garden, Inc.'s Naples Botanical Garden Defined Contribution Retirement Plan reported $4M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,924 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Florida

Naples Botanical Garden Defined Contribution Retirement Plan covers 131 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#1,924
in Arts, Entertainment & Recreation (3,077 peers)
-4.7%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Naples Botanical Garden Defined Contribution Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Naples Botanical Garden Defined Contribution Retirement Plan vs every filed plan by assets

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

$3,726,308 45th percentile higher than 45% 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

Naples Botanical Garden Defined Contribution 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. Naples Botanical Garden Defined Contribution Retirement Plan sits mid-pack in the medium band (131 participants).

Published 5500 schedule card

Filing strip 650511429 · Naples Botanical Garden, Inc. PY 2022 · Other

Naples Botanical Garden Defined Contribution Retirement Plan · $4M · 131 · 45th

  • EIN $4M
  • RANK 131
  • PHOTO 45th
  • IND Other
  • EOY near 403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc.
  • 5500 ind #1924

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Naples Botanical Garden Defined Contribution Retirement Plan in the asset neighbourhood

Naples Botanical Garden Defined Contribution Retirement PlanNaples Botanical Garden Defi…$4M403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc.403(b) Thrift Plan for Emplo…$4MPeople Incorporated of Virginia ERISA 403(b) PlanPeople Incorporated of Virgi…$4MPillsbury United Communities 401(k) PlanPillsbury United Communities…$4MWalpole Area Visiting Nurse Association 403(b) Retirement PlanWalpole Area Visiting Nurse …$4M
End-of-year total assets ($M) among Naples Botanical Garden Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$181K
Employer EIN650511429
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Naples Botanical Garden, Inc.)

Sponsor-wide plan assets over time

All Naples Botanical Garden, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.229293982139964% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.73M $5.04M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 131 $4M
2023 1 138 $5M
2024 1 141 $5M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Naples Botanical Garden Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Naples Botanical Garden Defined Contribution Retirement Plan, Total assets ($B): 0.003726308 · Participants: 131Naples Botanical Garden Defined Contribution Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Naples Botanical Garden Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Naples Botanical Garden Defined Contribution Retirement Plan side-by-side with 3 peers →

Naples Botanical Garden Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc. in NJ ($4M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Naples Botanical Garden Defined Contribution Retirement Plan assets move in 2022? ▼
Naples Botanical Garden Defined Contribution Retirement Plan edged down modestly - down 4.7% during 2022, from $4M to $4M. Reported net income was -$181K.
How have Naples Botanical Garden, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Naples Botanical Garden, Inc.'s sponsor-wide assets grew 35.2%, from $4M to $5M.
Which Other plans are similar in size to Naples Botanical Garden Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc. in NJ ($4M, 143 participants).
Which Other plans cover a similar participant headcount to Naples Botanical Garden Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants, $27M 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 650511429.

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.