401(k) · DOL Form 5500 · 2023

Rancho Valencia Resort Partners,LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
273
Participants Below avg headcount
54th
Percentile by assets National rank
$30,194
Avg per participant Low balance/head
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Official DOL plan name: Rancho Valencia Resort & Spa 401(k) Plan · Sponsored by Rancho Valencia Resort Partners,LLC · California · Food Services & Accommodation

$8M in assets, 273 participants

Rancho Valencia Resort Partners,LLC's Rancho Valencia Resort & Spa 401(k) Plan reported $8M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,216 in Food Services & Accommodation (3,828 peers)

Coverage in California

Rancho Valencia Resort & Spa 401(k) Plan covers 273 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,216
in Food Services & Accommodation (3,828 peers)
+10.0%
assets growth YoY

Rancho Valencia Resort & Spa 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Rancho Valencia Resort & Spa 401(k) Plan vs every filed plan by assets

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

$8,243,050 Top 46% higher than 54% 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

Rancho Valencia Resort & Spa 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. Rancho Valencia Resort & Spa 401(k) Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rancho Valencia Resort & Spa 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $748K in the plan year 2023 filing.
  • Rancho Valencia Resort & Spa 401(k) Plan reported participants rose from 248 in the plan year 2022 filing to 273 in the plan year 2023 filing.
  • Rancho Valencia Resort & Spa 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 272180344 · Rancho Valencia Resort Partners,LLC PY 2023 · 401(k)

Rancho Valencia Resort & Spa 401(k) Plan · $8M · 273 · 54th

  • EOY $8M
  • 5500 273
  • ASSETS 54th
  • PCT 401(k)
  • EIN near Scottsdale Bible Church 403(b) Plan
  • RANK ind #3216

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 California →

Rancho Valencia Resort & Spa 401(k) Plan in the asset neighbourhood

Rancho Valencia Resort & Spa 401(k) PlanRancho Valencia Resort & Spa…$8MScottsdale Bible Church 403(b) PlanScottsdale Bible Church 403(…$8M121 Financial Credit Union 401(k) Plan121 Financial Credit Union 4…$8MSavings Plan for Employees of Fischer Paper Products, Inc.Savings Plan for Employees o…$8MWatts Companies Retirement PlanWatts Companies Retirement P…$8M
End-of-year total assets ($M) among Rancho Valencia Resort & Spa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$748K
Employer EIN272180344
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rancho Valencia Resort Partners,LLC)

Sponsor-wide plan assets over time

All Rancho Valencia Resort Partners,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.44161456695004% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.5M $10.1M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 248 $7M
2023 1 273 $8M
2024 1 312 $10M

Nearby 401(k) Plans in California

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

Rancho Valencia Resort & Spa 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rancho Valencia Resort & Spa 401(k) Plan, Total assets ($B): 0.00824305 · Participants: 273Rancho Valencia Resort & Spa 401(k) PlanWells 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
Rancho Valencia Resort & Spa 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rancho Valencia Resort & Spa 401(k) Plan side-by-side with 3 peers →

Rancho Valencia Resort & Spa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Scottsdale Bible Church 403(b) Plan in AZ ($8M); by covered participants it is Rx Savings Solutions 401(k) Plan in KS (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Rancho Valencia Resort & Spa 401(k) Plan assets move in 2023? ▼
Rancho Valencia Resort & Spa 401(k) Plan grew at a solid clip - up 10.0% during 2023, from $7M to $8M. Reported net income was $748K.
How have Rancho Valencia Resort Partners,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rancho Valencia Resort Partners,LLC's sponsor-wide assets grew 34.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Rancho Valencia Resort & Spa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scottsdale Bible Church 403(b) Plan in AZ ($8M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Rancho Valencia Resort & Spa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rx Savings Solutions 401(k) Plan in KS (273 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 272180344.

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.