401(k) · DOL Form 5500 · 2023
Quail Ridge Property Owners Association, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $44,942
- Avg per participant Low balance/head
Official DOL plan name: Quail Ridge 401(k) Plan · Sponsored by Quail Ridge Property Owners Association, Inc. · Florida · Other Services
$9M in assets, 199 participants
Quail Ridge Property Owners Association, Inc.'s Quail Ridge 401(k) Plan reported $9M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #5,869 in Other Services (7,857 peers)
Coverage in Florida
Quail Ridge 401(k) Plan covers 199 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $9M.
- #5,869
- in Other Services (7,857 peers)
- +17.5%
- assets growth YoY
Quail Ridge 401(k) Plan's mid-pack asset rank among Other Services and all filers
Quail Ridge 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,943,508 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Quail Ridge 401(k) 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. Quail Ridge 401(k) Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Quail Ridge 401(k) Plan reported net income rose from -$549K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Quail Ridge 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Quail Ridge 401(k) Plan reported participants rose from 190 in the plan year 2022 filing to 199 in the plan year 2023 filing.
DOL schedule card
Filing strip 591609438 · Quail Ridge Property Owners Association, Inc. PY 2023 · 401(k)
Quail Ridge 401(k) Plan · $9M · 199 · 56th
- EIN $9M
- EIN 199
- EIN 56th
- EIN 401(k)
- EIN near Aligned Equity Partners, LLC Retirement Plan
- EIN ind #5869
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 →
Quail Ridge 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 591609438 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Quail Ridge Property Owners Association, Inc.)
Sponsor-wide plan assets over time
All Quail Ridge Property Owners Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.892358477284716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $8M |
| 2023 | 1 | 199 | $9M |
| 2024 | 1 | 226 | $10M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Quail Ridge 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Aligned Equity Partners, LLC Retirement Plan in TN ($9M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Aligned Equity Partners, LLC Retirement Plan (TN) $9M · 160
- Cibus 401(k) Plan (CA) $9M · 172
- Energy Fuels Resources (USA) Inc. 401(k) Plan (CO) $9M · 126
- Southern Power Systems, Inc. 401(k) Plan (LA) $9M · 101
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
- Una's Nonprofit Retirement Solution (UT) 199 · 0 off
- Capital Accumulation P/S Plan for Employees of Payden & Rygel (CA) 199 · 0 off
- Russell Marine 401(k) Plan (TX) 199 · 0 off
- Mathews Brothers Company 401(k) Plan (ME) 199 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.