401(k) · DOL Form 5500 · 2023

Polen Capital Management, L.L.C. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
197
Participants Below avg headcount
88th
Percentile by assets National rank
$337,725
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Polen Capital Management, L. L. C. 401(k) Plan · Sponsored by Polen Capital Management, L.L.C. · Florida · Finance & Insurance

$67M in assets, 197 participants

Polen Capital Management, L.L.C.'s Polen Capital Management, L. L. C. 401(k) Plan reported $67M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,265 in Finance & Insurance (8,869 peers)

Coverage in Florida

Polen Capital Management, L. L. C. 401(k) Plan covers 197 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $67M.

#7,265
in Finance & Insurance (8,869 peers)
+141.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Polen Capital Management, L. L. C. 401(k) Plan's outsized position by total assets

Polen Capital Management, L. L. C. 401(k) Plan vs every filed plan by assets

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

$66,531,818 Top 12% higher than 88% 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

Polen Capital Management, L. L. C. 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. Polen Capital Management, L. L. C. 401(k) Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polen Capital Management, L. L. C. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Polen Capital Management, L. L. C. 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Polen Capital Management, L. L. C. 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260319356 · Polen Capital Management, L.L.C. PY 2023 · 401(k)

Polen Capital Management, L. L. C. 401(k) Plan · $67M · 197 · 88th

  • RANK $67M
  • RANK 197
  • RANK 88th
  • RANK 401(k)
  • RANK near Dickinson Financial Corporation Retirement Plan
  • RANK ind #7265

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 Finance & Insurance retirement plans → · Plans in Florida →

Polen Capital Management, L. L. C. 401(k) Plan in the asset neighbourhood

Vhc 401(k) Retirement Savings PlanVhc 401(k) Retirement Saving…$67MPolen Capital Management, L. L. C. 401(k) PlanPolen Capital Management, L.…$67MDickinson Financial Corporation Retirement PlanDickinson Financial Corporat…$67MRosewood 401(k) Plan$67MMurphy Employee Profit Sharing and 401(k) PlanMurphy Employee Profit Shari…$67M
End-of-year total assets ($M) among Polen Capital Management, L. L. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$67M
Net Income$17M
Employer EIN260319356
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polen Capital Management, L.L.C.)

Sponsor-wide plan assets over time

All Polen Capital Management, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 176.86082319138646% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $27.6M $76.4M ▲ +176.9%
Year Plans Participants Total Assets
2022 1 133 $28M
2023 1 197 $67M
2024 1 219 $76M

Nearby 401(k) Plans in Florida

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

Polen Capital Management, L. L. C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Polen Capital Management, L. L. C. 401(k) Plan, Total assets ($B): 0.066531818 · Participants: 197Polen Capital Management, L. L. C. 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
Polen Capital Management, L. L. C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Polen Capital Management, L. L. C. 401(k) Plan side-by-side with 3 peers →

Polen Capital Management, L. L. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dickinson Financial Corporation Retirement Plan in MO ($67M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Polen Capital Management, L. L. C. 401(k) Plan assets move in 2023? ▼
Polen Capital Management, L. L. C. 401(k) Plan surged - up 141.0% during 2023, from $28M to $67M. Reported net income was $17M.
How have Polen Capital Management, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polen Capital Management, L.L.C.'s sponsor-wide assets grew 176.9%, from $28M to $76M.
Where does Polen Capital Management, L. L. C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Polen Capital Management, L. L. C. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Polen Capital Management, L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dickinson Financial Corporation Retirement Plan in MO ($67M, 784 participants).
Which 401(k) plans cover a similar participant headcount to Polen Capital Management, L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 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 260319356.

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.