401(k) · DOL Form 5500 · 2023

The Polo Club of Boca Raton, Poa, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
269
Participants Below avg headcount
60th
Percentile by assets National rank
$39,053
Avg per participant Low balance/head
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Official DOL plan name: The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan · Sponsored by The Polo Club of Boca Raton, Poa, Inc. · Florida · Other Services

$11M in assets, 269 participants

The Polo Club of Boca Raton, Poa, Inc.'s The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,054 in Other Services (7,857 peers)

Coverage in Florida

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan covers 269 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#6,054
in Other Services (7,857 peers)
+7.6%
assets growth YoY

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,505,337 Top 40% higher than 60% 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

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing 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. The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $738K in the plan year 2023 filing.
  • The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan reported participants fell from 297 in the plan year 2022 filing to 269 in the plan year 2023 filing.
  • The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650035360 · The Polo Club of Boca Raton, Poa, Inc. PY 2023 · 401(k)

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan · $11M · 269 · 60th

  • VS-ST $11M
  • BOY 269
  • SCH 60th
  • EBSA 401(k)
  • PART near R. Stresau Laboratory Inc. Savings Plan
  • TYPE ind #6054

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 Other Services retirement plans → · Plans in Florida →

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing PlanThe Polo Club of Boca Raton,…$11MR. Stresau Laboratory Inc. Savings PlanR. Stresau Laboratory Inc. S…$11MDiligent Consulting, Inc. 401(k) PlanDiligent Consulting, Inc. 40…$11MFeed Energy Company and Riverhead Resources, LLC Retirement Savings PlanFeed Energy Company and Rive…$11MThogus Products Company 401(k) Profit Sharing Plan and TrustThogus Products Company 401(…$11M
End-of-year total assets ($M) among The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$738K
Employer EIN650035360
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Polo Club of Boca Raton, Poa, Inc.)

Sponsor-wide plan assets over time

All The Polo Club of Boca Raton, Poa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 10.471429633228766% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M 202220232024 $9.77M $10.8M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 297 $10M
2023 1 269 $11M
2024 1 293 $11M

Nearby 401(k) Plans in Florida

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

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010505337 · Participants: 269The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing 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
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is R. Stresau Laboratory Inc. Savings Plan in WI ($11M); by covered participants it is H.F. Cox, Inc. 401(k) Plan in CA (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 7.6% during 2023, from $10M to $11M. Reported net income was $738K.
How have The Polo Club of Boca Raton, Poa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Polo Club of Boca Raton, Poa, Inc.'s sponsor-wide assets grew 10.5%, from $10M to $11M.
Which 401(k) plans are similar in size to The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R. Stresau Laboratory Inc. Savings Plan in WI ($11M, 71 participants).
Which 401(k) plans cover a similar participant headcount to The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H.F. Cox, Inc. 401(k) Plan in CA (269 participants, $10M 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 650035360.

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.