401(k) · DOL Form 5500 · 2023

Plantation Bay Country Club, LLC 401(k) Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets
156
Participants Small participant base
15th
Percentile by assets National rank
$2,364
Avg per participant Low balance/head
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Official DOL plan name: Plantation Bay Country Club 401(k) Savings Plan · Sponsored by Plantation Bay Country Club, LLC · Florida · Arts, Entertainment & Recreation

$369K in assets, 156 participants

Plantation Bay Country Club, LLC's Plantation Bay Country Club 401(k) Savings Plan reported $369K in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,052 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Florida

Plantation Bay Country Club 401(k) Savings Plan covers 156 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $369K.

#1,052
in Arts, Entertainment & Recreation (2,945 peers)
+209.5%
assets growth YoY

Plantation Bay Country Club 401(k) Savings Plan among the smaller filed plans by assets

Plantation Bay Country Club 401(k) Savings Plan vs every filed plan by assets

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

$368,710 15th percentile higher than 15% 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

Plantation Bay Country Club 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plantation Bay Country Club 401(k) Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plantation Bay Country Club 401(k) Savings Plan end-of-year assets rose from $119K in the plan year 2022 filing to $369K in the plan year 2023 filing.
  • Plantation Bay Country Club 401(k) Savings Plan reported net income rose from $119K in the plan year 2022 filing to $250K in the plan year 2023 filing.
  • Plantation Bay Country Club 401(k) Savings Plan reported participants rose from 136 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010570714 · Plantation Bay Country Club, LLC PY 2023 · 401(k)

Plantation Bay Country Club 401(k) Savings Plan · $369K · 156 · 15th

  • SCH $369K
  • SCH 156
  • SCH 15th
  • SCH 401(k)
  • SCH near Summa Energy Corp 401(k) Trust
  • SCH ind #1052

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 →

Plantation Bay Country Club 401(k) Savings Plan in the asset neighbourhood

Plantation Bay Country Club 401(k) Savings PlanPlantation Bay Country Club …$369KSumma Energy Corp 401(k) TrustSumma Energy Corp 401(k) Tru…$369KPynq Transport, Inc. 401(k) PlanPynq Transport, Inc. 401(k) …$369KAcclaim Professional Healthcar 401(k) Profit Sharing Plan & TrustAcclaim Professional Healthc…$369KRustic Nail Properties & Investments Inc. 401(k) PlanRustic Nail Properties & Inv…$369K
End-of-year total assets ($M) among Plantation Bay Country Club 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$119K
Net Assets (End of Year)$369K
Net Income$250K
Employer EIN010570714
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plantation Bay Country Club, LLC)

Sponsor-wide plan assets over time

All Plantation Bay Country Club, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$641K 437.9409048938135% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.12M $0.64M ▲ +433.3%
Year Plans Participants Total Assets
2022 1 136 $119K
2023 1 156 $369K
2024 1 158 $641K

Nearby 401(k) Plans in Florida

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

Plantation Bay Country Club 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Plantation Bay Country Club 401(k) Savings Plan, Total assets ($B): 0.00036871 · Participants: 156Plantation Bay Country Club 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Plantation Bay Country Club 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Plantation Bay Country Club 401(k) Savings Plan side-by-side with 3 peers →

Plantation Bay Country Club 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Summa Energy Corp 401(k) Trust in NJ ($369K); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Plantation Bay Country Club 401(k) Savings Plan assets move in 2023? ▼
Plantation Bay Country Club 401(k) Savings Plan surged - up 209.5% during 2023, from $119K to $369K. Reported net income was $250K.
How have Plantation Bay Country Club, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plantation Bay Country Club, LLC's sponsor-wide assets grew 437.9%, from $119K to $641K.
Where does Plantation Bay Country Club 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Plantation Bay Country Club 401(k) Savings Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Plantation Bay Country Club 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summa Energy Corp 401(k) Trust in NJ ($369K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Plantation Bay Country Club 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 010570714.

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.