401(k) · DOL Form 5500 · 2023

Lake Merced Golf Club 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
36th
Percentile by assets National rank
$151,907
Avg per participant Above avg balance/head
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Official DOL plan name: Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust · Sponsored by Lake Merced Golf Club · California · Arts, Entertainment & Recreation

$3M in assets, 20 participants

Lake Merced Golf Club's Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,732 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust ranks #1,732 of 2,945 2023 filers by assets (914% of the sector average)-$3M for 20 participants.

#1,732
in Arts, Entertainment & Recreation (2,945 peers)
+25.6%
assets growth YoY

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,038,143 36th percentile higher than 36% of 127,068 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 2023

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $619K in the plan year 2023 filing.
  • Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust reported participants rose from 14 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 940615130 · Lake Merced Golf Club PY 2023 · 401(k)

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust · $3M · 20 · 36th

  • NET $3M
  • BOOK 20
  • VS-ST 36th
  • BOY 401(k)
  • SCH near Christos Medical Group, Inc. 401(k) Plan
  • EBSA ind #1732

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 California →

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lake Merced Golf Club 401(k) Profit Sharing Plan and TrustLake Merced Golf Club 401(k)…$3MChristos Medical Group, Inc. 401(k) PlanChristos Medical Group, Inc.…$3MJohn a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) PlanJohn a. Scaletta, D.D.S., Lt…$3MVan Hessen USA Inc. 401(k) PlanVan Hessen USA Inc. 401(k) P…$3MGrowing Stillness Corp. 401(k) PlanGrowing Stillness Corp. 401(…$3M
End-of-year total assets ($M) among Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$619K
Employer EIN940615130
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Merced Golf Club)

Sponsor-wide plan assets over time

All Lake Merced Golf Club plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.09507840520684% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.42M $3.36M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 20 $3M
2024 1 22 $3M

Nearby 401(k) Plans in California

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

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003038143 · Participants: 20Lake Merced Golf Club 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Christos Medical Group, Inc. 401(k) Plan in OH ($3M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust grew sharply - up 25.6% during 2023, from $2M to $3M. Reported net income was $619K.
How have Lake Merced Golf Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Merced Golf Club's sponsor-wide assets grew 39.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Christos Medical Group, Inc. 401(k) Plan in OH ($3M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940615130.

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.