401(k) · DOL Form 5500 · 2023

Moorings Country Club 401(k) Plan

Data updated 2026-08-25

$518K
Total assets Small plan by assets
27
Participants Small participant base
18th
Percentile by assets National rank
$19,185
Avg per participant Low balance/head
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Official DOL plan name: Moorings Country Club 401(k) Plan · Sponsored by Moorings Country Club · Florida · Arts, Entertainment & Recreation

$518K in assets, 27 participants

Moorings Country Club's Moorings Country Club 401(k) Plan reported $518K in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,225 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Moorings Country Club 401(k) Plan ranks #1,225 of 2,945 2023 filers by assets (5361% of the sector average)-$518K for 27 participants.

#1,225
in Arts, Entertainment & Recreation (2,945 peers)
+33.7%
assets growth YoY

Moorings Country Club 401(k) Plan among the smaller filed plans by assets

Moorings Country Club 401(k) Plan vs every filed plan by assets

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

$518,006 18th percentile higher than 18% 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

Moorings Country Club 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moorings Country Club 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moorings Country Club 401(k) Plan reported net income rose from -$289K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • Moorings Country Club 401(k) Plan end-of-year assets rose from $387K in the plan year 2022 filing to $518K in the plan year 2023 filing.
  • Moorings Country Club 401(k) Plan reported participants fell from 31 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591221044 · Moorings Country Club PY 2023 · 401(k)

Moorings Country Club 401(k) Plan · $518K · 27 · 18th

  • EBSA $518K
  • EBSA 27
  • EBSA 18th
  • EBSA 401(k)
  • EBSA near Jimenez Investment Group Inc. Retirement Plan
  • EBSA ind #1225

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 →

Moorings Country Club 401(k) Plan in the asset neighbourhood

Moorings Country Club 401(k) PlanMoorings Country Club 401(k)…$518KJimenez Investment Group Inc. Retirement PlanJimenez Investment Group Inc…$518KPosh North, Inc. 401(k) Plan$518KReborn Threads Inc. 401(k) PlanReborn Threads Inc. 401(k) P…$518KCoffey, Lovins & Company 401(k) Profit Sharing PlanCoffey, Lovins & Company 401…$518K
End-of-year total assets ($M) among Moorings Country Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$387K
Net Assets (End of Year)$518K
Net Income$131K
Employer EIN591221044
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moorings Country Club)

Sponsor-wide plan assets over time

All Moorings Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$693K 78.97305210649027% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.39M $0.69M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 31 $387K
2023 1 27 $518K
2024 1 23 $693K

Nearby 401(k) Plans in Florida

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

Moorings Country Club 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Moorings Country Club 401(k) Plan, Total assets ($B): 0.000518006 · Participants: 27Moorings Country Club 401(k) 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
Moorings Country Club 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Moorings Country Club 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Jimenez Investment Group Inc. Retirement Plan in TX ($518K); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($518K here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Moorings Country Club 401(k) Plan assets move in 2023? ▼
Moorings Country Club 401(k) Plan surged - up 33.7% during 2023, from $387K to $518K. Reported net income was $131K.
How have Moorings Country Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moorings Country Club's sponsor-wide assets grew 79.0%, from $387K to $693K.
Where does Moorings Country Club 401(k) Plan rank by assets among Form 5500 filers? ▼
Moorings Country Club 401(k) Plan ranks in the 18th 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 Moorings Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jimenez Investment Group Inc. Retirement Plan in TX ($518K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Moorings Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A 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 591221044.

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.