401(k) · DOL Form 5500 · 2023

Grand Traverse Resort and Spa, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
598
Participants Below avg headcount
52nd
Percentile by assets National rank
$12,526
Avg per participant Low balance/head
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Official DOL plan name: Grand Traverse Resort and Spa Retirement Plan · Sponsored by Grand Traverse Resort and Spa, LLC · Michigan · Food Services & Accommodation

$7M in assets, 598 participants

Grand Traverse Resort and Spa, LLC's Grand Traverse Resort and Spa Retirement Plan reported $7M in total assets and 598 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,170 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Grand Traverse Resort and Spa Retirement Plan ranks #3,170 of 3,828 2023 filers by assets (261% of the sector average)-$7M for 598 participants.

#3,170
in Food Services & Accommodation (3,828 peers)
+24.5%
assets growth YoY

Grand Traverse Resort and Spa Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Grand Traverse Resort and Spa Retirement Plan vs every filed plan by assets

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

$7,490,292 Top 48% higher than 52% 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

Grand Traverse Resort and Spa Retirement 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. Grand Traverse Resort and Spa Retirement Plan sits mid-pack in the medium band (598 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grand Traverse Resort and Spa Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Grand Traverse Resort and Spa Retirement Plan reported participants rose from 405 in the plan year 2022 filing to 598 in the plan year 2023 filing.
  • Grand Traverse Resort and Spa Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320077845 · Grand Traverse Resort and Spa, LLC PY 2023 · 401(k)

Grand Traverse Resort and Spa Retirement Plan · $7M · 598 · 52nd

  • VS-ST $7M
  • BOY 598
  • SCH 52nd
  • EBSA 401(k)
  • PART near M & D Mechanical Contractors, Inc. 401(k) Salary Reduction Plan and Trust
  • TYPE ind #3170

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 Food Services & Accommodation retirement plans → · Plans in Michigan →

Grand Traverse Resort and Spa Retirement Plan in the asset neighbourhood

Grand Traverse Resort and Spa Retirement PlanGrand Traverse Resort and Sp…$7MM & D Mechanical Contractors, Inc. 401(k) Salary Reduction Plan and TrustM & D Mechanical Contractors…$7MHomelight, Inc. 401(k) Plan$7MAlleguard 401(k) Profit Sharing PlanAlleguard 401(k) Profit Shar…$7MCaven Enterprises 401(k) Plan$7M
End-of-year total assets ($M) among Grand Traverse Resort and Spa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN320077845
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Traverse Resort and Spa, LLC)

Sponsor-wide plan assets over time

All Grand Traverse Resort and Spa, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.283877828288226% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.02M $8.5M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 405 $6M
2023 1 598 $7M
2024 1 417 $8M

Nearby 401(k) Plans in Michigan

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

Grand Traverse Resort and Spa Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Grand Traverse Resort and Spa Retirement Plan, Total assets ($B): 0.007490292 · Participants: 598Grand Traverse Resort and Spa Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Grand Traverse Resort and Spa Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Grand Traverse Resort and Spa Retirement Plan side-by-side with 3 peers →

Grand Traverse Resort and Spa Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is M & D Mechanical Contractors, Inc. 401(k) Salary Reduction Plan and Trust in AL ($7M); by covered participants it is Vanguard National Trailer, Inc. 401(k) Savings Plan in IN (598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (598 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 Grand Traverse Resort and Spa Retirement Plan assets move in 2023? ▼
Grand Traverse Resort and Spa Retirement Plan grew sharply - up 24.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Grand Traverse Resort and Spa, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grand Traverse Resort and Spa, LLC's sponsor-wide assets grew 41.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Grand Traverse Resort and Spa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is M & D Mechanical Contractors, Inc. 401(k) Salary Reduction Plan and Trust in AL ($7M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Grand Traverse Resort and Spa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vanguard National Trailer, Inc. 401(k) Savings Plan in IN (598 participants, $14M 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 320077845.

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.