401(k) · DOL Form 5500 · 2023

Monterey Peninsula Country Club 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
251
Participants Below avg headcount
62nd
Percentile by assets National rank
$45,961
Avg per participant Low balance/head
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Official DOL plan name: Monterey Peninsula Country Club 401(k) Profit · Sponsored by Monterey Peninsula Country Club · California · Arts, Entertainment & Recreation

$12M in assets, 251 participants

Monterey Peninsula Country Club's Monterey Peninsula Country Club 401(k) Profit reported $12M in total assets and 251 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.

  • #2,246 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Monterey Peninsula Country Club 401(k) Profit covers 251 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $12M.

#2,246
in Arts, Entertainment & Recreation (2,945 peers)
+23.9%
assets growth YoY

Monterey Peninsula Country Club 401(k) Profit's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Monterey Peninsula Country Club 401(k) Profit vs every filed plan by assets

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

$11,536,326 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

Monterey Peninsula Country Club 401(k) Profit 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. Monterey Peninsula Country Club 401(k) Profit sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monterey Peninsula Country Club 401(k) Profit reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Monterey Peninsula Country Club 401(k) Profit end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Monterey Peninsula Country Club 401(k) Profit reported participants rose from 231 in the plan year 2022 filing to 251 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941451412 · Monterey Peninsula Country Club PY 2023 · 401(k)

Monterey Peninsula Country Club 401(k) Profit · $12M · 251 · 62nd

  • SCH $12M
  • SCH 251
  • SCH 62nd
  • SCH 401(k)
  • SCH near American Direct Procurement, LLC Salary Savings Plan
  • SCH ind #2246

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 California →

Monterey Peninsula Country Club 401(k) Profit in the asset neighbourhood

Monterey Peninsula Country Club 401(k) ProfitMonterey Peninsula Country C…$12MAmerican Direct Procurement, LLC Salary Savings PlanAmerican Direct Procurement,…$12MGrand Rapids Symphony Society Retirement PlanGrand Rapids Symphony Societ…$12MNymbus, Inc. 401(k) Profit Sharing Plan and TrustNymbus, Inc. 401(k) Profit S…$12MEmprise Corporation 401(k) Profit Sharing PlanEmprise Corporation 401(k) P…$12M
End-of-year total assets ($M) among Monterey Peninsula Country Club 401(k) Profit and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN941451412
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Peninsula Country Club)

Sponsor-wide plan assets over time

All Monterey Peninsula Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.230179182222486% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.31M $13.2M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 231 $9M
2023 1 251 $12M
2024 1 234 $13M

Nearby 401(k) Plans in California

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

Monterey Peninsula Country Club 401(k) Profit vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monterey Peninsula Country Club 401(k) Profit, Total assets ($B): 0.011536326 · Participants: 251Monterey Peninsula Country Club 401(k) ProfitWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Monterey Peninsula Country Club 401(k) Profit vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Peninsula Country Club 401(k) Profit side-by-side with 3 peers →

Monterey Peninsula Country Club 401(k) Profit's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Direct Procurement, LLC Salary Savings Plan in KS ($12M); by covered participants it is Gravie, Inc. 401(k) Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Monterey Peninsula Country Club 401(k) Profit assets move in 2023? ▼
Monterey Peninsula Country Club 401(k) Profit grew sharply - up 23.9% during 2023, from $9M to $12M. Reported net income was $2M.
How have Monterey Peninsula Country Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Peninsula Country Club's sponsor-wide assets grew 41.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Monterey Peninsula Country Club 401(k) Profit? ▼
Among 401(k) plans in other states, the closest by assets is American Direct Procurement, LLC Salary Savings Plan in KS ($12M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Peninsula Country Club 401(k) Profit? ▼
Among 401(k) plans in other states, the closest by covered participants is Gravie, Inc. 401(k) Plan in MN (251 participants, $11M 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 941451412.

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.