401(k) · DOL Form 5500 · 2023

Tarpon Blue Ce Management LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
12
Participants Small participant base
79th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Collier Enterprises 401(k) Plan · Sponsored by Tarpon Blue Ce Management LLC · Florida · Real Estate

$29M in assets, 12 participants

Tarpon Blue Ce Management LLC's Collier Enterprises 401(k) Plan reported $29M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,284 in Real Estate (4,727 peers)

Where Collier Enterprises 401(k) Plan sits by assets

Collier Enterprises 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 12 participants (~$2.4M/participant), up 2.6% in 2023.

#4,284
in Real Estate (4,727 peers)
+2.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Collier Enterprises 401(k) Plan's outsized position by total assets

Collier Enterprises 401(k) Plan vs every filed plan by assets

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

$28,916,741 Top 21% higher than 79% 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

Collier Enterprises 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. Collier Enterprises 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collier Enterprises 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $728K in the plan year 2023 filing.
  • Collier Enterprises 401(k) Plan reported participants fell from 27 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Collier Enterprises 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 883711687 · Tarpon Blue Ce Management LLC PY 2023 · 401(k)

Collier Enterprises 401(k) Plan · $29M · 12 · 79th

  • PCT $29M
  • EIN 12
  • RANK 79th
  • PHOTO 401(k)
  • IND near Bti360 401(k) Plan
  • EOY ind #4284

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 Real Estate retirement plans → · Plans in Florida →

Collier Enterprises 401(k) Plan in the asset neighbourhood

Collier Enterprises 401(k) PlanCollier Enterprises 401(k) P…$29MBti360 401(k) Plan$29MSocionext America, Inc. Retirement PlanSocionext America, Inc. Reti…$29MLeading Plan Solutions Pooled Employer Plan #1Leading Plan Solutions Poole…$29MMagnate Holdings, LLC 401(k) PlanMagnate Holdings, LLC 401(k)…$29M
End-of-year total assets ($M) among Collier Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$728K
Employer EIN883711687
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tarpon Blue Ce Management LLC)

Sponsor-wide plan assets over time

All Tarpon Blue Ce Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 8.415348733689596% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $28.2M $30.6M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 27 $28M
2023 1 12 $29M
2024 1 13 $31M

Nearby 401(k) Plans in Florida

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

Collier Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Collier Enterprises 401(k) Plan, Total assets ($B): 0.028916741 · Participants: 12Collier Enterprises 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
Collier Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Collier Enterprises 401(k) Plan side-by-side with 3 peers →

Collier Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bti360 401(k) Plan in VA ($29M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Collier Enterprises 401(k) Plan assets move in 2023? ▼
Collier Enterprises 401(k) Plan edged up modestly - up 2.6% during 2023, from $28M to $29M. Reported net income was $728K.
How have Tarpon Blue Ce Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarpon Blue Ce Management LLC's sponsor-wide assets grew 8.4%, from $28M to $31M.
Where does Collier Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Collier Enterprises 401(k) Plan ranks in the 79th 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 Collier Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bti360 401(k) Plan in VA ($29M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Collier Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 883711687.

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.