401(k) · DOL Form 5500 · 2023

Addison Reserve Master Property 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
135
Participants Small participant base
62nd
Percentile by assets National rank
$85,665
Avg per participant Below avg balance/head
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Official DOL plan name: Addison Reserve Master Property Owners Association Inc. 401(k) P · Sponsored by Addison Reserve Master Property · Florida · Arts, Entertainment & Recreation

$12M in assets, 135 participants

Addison Reserve Master Property's Addison Reserve Master Property Owners Association Inc. 401(k) P reported $12M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,250 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Florida

Addison Reserve Master Property Owners Association Inc. 401(k) P covers 135 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#2,250
in Arts, Entertainment & Recreation (2,945 peers)
+16.5%
assets growth YoY

Addison Reserve Master Property Owners Association Inc. 401(k) P's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Addison Reserve Master Property Owners Association Inc. 401(k) P vs every filed plan by assets

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

$11,564,802 Top 38% higher than 62% 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

Addison Reserve Master Property Owners Association Inc. 401(k) P 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. Addison Reserve Master Property Owners Association Inc. 401(k) P sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Addison Reserve Master Property Owners Association Inc. 401(k) P reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Addison Reserve Master Property Owners Association Inc. 401(k) P end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Addison Reserve Master Property Owners Association Inc. 401(k) P reported participants rose from 125 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650596868 · Addison Reserve Master Property PY 2023 · 401(k)

Addison Reserve Master Property Owners Association Inc. 401(k) P · $12M · 135 · 62nd

  • VS-ST $12M
  • VS-ST 135
  • VS-ST 62nd
  • VS-ST 401(k)
  • VS-ST near Big Red 401(k) Plan
  • VS-ST ind #2250

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 →

Addison Reserve Master Property Owners Association Inc. 401(k) P in the asset neighbourhood

Infotrax 401(k) Plan$12MAddison Reserve Master Property Owners Association Inc. 401(k) PAddison Reserve Master Prope…$12MBig Red 401(k) Plan$12MCulture Amp, Inc. 401(k) Plan$12MT R Toppers, Inc. 401(k) Profit Sharing PlanT R Toppers, Inc. 401(k) Pro…$12M
End-of-year total assets ($M) among Addison Reserve Master Property Owners Association Inc. 401(k) P 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)$12M
Net Income$2M
Employer EIN650596868
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Addison Reserve Master Property)

Sponsor-wide plan assets over time

All Addison Reserve Master Property plans reported in each filing year

Latest sponsor-wide plan assets
$14M 36.16073569878769% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.92M $13.5M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 125 $10M
2023 1 135 $12M
2024 1 136 $14M

Nearby 401(k) Plans in Florida

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

Addison Reserve Master Property Owners Association Inc. 401(k) P vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Addison Reserve Master Property Owners Association Inc. 401(k) P, Total assets ($B): 0.011564802 · Participants: 135Addison Reserve Master Property Owners Association Inc. 401(k) PL3harris 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
Addison Reserve Master Property Owners Association Inc. 401(k) P vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Addison Reserve Master Property Owners Association Inc. 401(k) P side-by-side with 3 peers →

Addison Reserve Master Property Owners Association Inc. 401(k) P's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Big Red 401(k) Plan in LA ($12M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Addison Reserve Master Property Owners Association Inc. 401(k) P assets move in 2023? ▼
Addison Reserve Master Property Owners Association Inc. 401(k) P grew sharply - up 16.5% during 2023, from $10M to $12M. Reported net income was $2M.
How have Addison Reserve Master Property plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Addison Reserve Master Property's sponsor-wide assets grew 36.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Addison Reserve Master Property Owners Association Inc. 401(k) P? ▼
Among 401(k) plans in other states, the closest by assets is Big Red 401(k) Plan in LA ($12M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Addison Reserve Master Property Owners Association Inc. 401(k) P? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 650596868.

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.