401(k) · DOL Form 5500 · 2023

Natural Retreats US LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
490
Participants Below avg headcount
51st
Percentile by assets National rank
$14,025
Avg per participant Low balance/head
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Official DOL plan name: Natural Retreats 401(k) Plan · Sponsored by Natural Retreats US LLC · Virginia · Food Services & Accommodation

$7M in assets, 490 participants

Natural Retreats US LLC's Natural Retreats 401(k) Plan reported $7M in total assets and 490 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,129 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Natural Retreats 401(k) Plan ranks #3,129 of 3,828 2023 filers by assets (285% of the sector average)-$7M for 490 participants.

#3,129
in Food Services & Accommodation (3,828 peers)
+36.6%
assets growth YoY

Natural Retreats 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Natural Retreats 401(k) Plan vs every filed plan by assets

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

$6,872,034 Top 49% higher than 51% 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

Natural Retreats 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. Natural Retreats 401(k) Plan sits mid-pack in the medium band (490 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Natural Retreats 401(k) Plan reported net income rose from $115K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Natural Retreats 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Natural Retreats 401(k) Plan reported participants rose from 378 in the plan year 2022 filing to 490 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320511930 · Natural Retreats US LLC PY 2023 · 401(k)

Natural Retreats 401(k) Plan · $7M · 490 · 51st

  • NET $7M
  • NET 490
  • NET 51st
  • NET 401(k)
  • NET near The Joint Venture Companies Employees 401(k) Plan
  • NET ind #3129

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 Food Services & Accommodation retirement plans → · Plans in Virginia →

Natural Retreats 401(k) Plan in the asset neighbourhood

Natural Retreats 401(k) Plan$7MThe Joint Venture Companies Employees 401(k) PlanThe Joint Venture Companies …$7MConnexus Resource Group 401(k) PlanConnexus Resource Group 401(…$7MPkm Steel Service, Inc. Profit Sharing Retirement/401(k) PlanPkm Steel Service, Inc. Prof…$7MCalifornia Faucets, Inc. 401(k) Profit Sharing PlanCalifornia Faucets, Inc. 401…$7M
End-of-year total assets ($M) among Natural Retreats 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN320511930
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Natural Retreats US LLC)

Sponsor-wide plan assets over time

All Natural Retreats US LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 69.12678622205875% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.03M $8.51M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 378 $5M
2023 1 490 $7M
2024 1 498 $9M

Nearby 401(k) Plans in Virginia

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

Natural Retreats 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Natural Retreats 401(k) Plan, Total assets ($B): 0.006872034 · Participants: 490Natural Retreats 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Natural Retreats 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Natural Retreats 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is The Joint Venture Companies Employees 401(k) Plan in CT ($7M); by covered participants it is Metagenics LLC 401(k) Retirement Plan in CA (490 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (490 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 Natural Retreats 401(k) Plan assets move in 2023? ▼
Natural Retreats 401(k) Plan surged - up 36.6% during 2023, from $5M to $7M. Reported net income was $2M.
How have Natural Retreats US LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Natural Retreats US LLC's sponsor-wide assets grew 69.1%, from $5M to $9M.
Which 401(k) plans are similar in size to Natural Retreats 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Joint Venture Companies Employees 401(k) Plan in CT ($7M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Natural Retreats 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metagenics LLC 401(k) Retirement Plan in CA (490 participants, $50M 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 320511930.

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.