401(k) · DOL Form 5500 · 2023

Royal Oaks Country Club 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
126
Participants Small participant base
49th
Percentile by assets National rank
$50,825
Avg per participant Low balance/head
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Official DOL plan name: Royal Oaks Country Club 401(k) Savings Plan · Sponsored by Royal Oaks Country Club · Texas · Arts, Entertainment & Recreation

$6M in assets, 126 participants

Royal Oaks Country Club's Royal Oaks Country Club 401(k) Savings Plan reported $6M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,002 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Texas

Royal Oaks Country Club 401(k) Savings Plan covers 126 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#2,002
in Arts, Entertainment & Recreation (2,945 peers)
+29.8%
assets growth YoY

Royal Oaks Country Club 401(k) Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Royal Oaks Country Club 401(k) Savings Plan vs every filed plan by assets

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

$6,403,970 49th percentile higher than 49% 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

Royal Oaks Country Club 401(k) Savings 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. Royal Oaks Country Club 401(k) Savings Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royal Oaks Country Club 401(k) Savings Plan reported net income rose from -$671K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Royal Oaks Country Club 401(k) Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Royal Oaks Country Club 401(k) Savings Plan reported participants rose from 118 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751291969 · Royal Oaks Country Club PY 2023 · 401(k)

Royal Oaks Country Club 401(k) Savings Plan · $6M · 126 · 49th

  • TYPE $6M
  • NET 126
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Centurion Cares Inc. 401(k) Savings Plan
  • SCH ind #2002

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 Texas →

Royal Oaks Country Club 401(k) Savings Plan in the asset neighbourhood

Royal Oaks Country Club 401(k) Savings PlanRoyal Oaks Country Club 401(…$6MCenturion Cares Inc. 401(k) Savings PlanCenturion Cares Inc. 401(k) …$6MMaverick Springs LLC Profit Sharing PlanMaverick Springs LLC Profit …$6MFirst National Bank of Bellevue 401(k) PlanFirst National Bank of Belle…$6MEnergy Federation, Inc. Savings PlanEnergy Federation, Inc. Savi…$6M
End-of-year total assets ($M) among Royal Oaks Country Club 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN751291969
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Oaks Country Club)

Sponsor-wide plan assets over time

All Royal Oaks Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$8M 56.485203976081266% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.94M $7.72M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 118 $5M
2023 1 126 $6M
2024 1 118 $8M

Nearby 401(k) Plans in Texas

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

Royal Oaks Country Club 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Royal Oaks Country Club 401(k) Savings Plan, Total assets ($B): 0.00640397 · Participants: 126Royal Oaks Country Club 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Royal Oaks Country Club 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Royal Oaks Country Club 401(k) Savings Plan side-by-side with 3 peers →

Royal Oaks Country Club 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Centurion Cares Inc. 401(k) Savings Plan in FL ($6M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Royal Oaks Country Club 401(k) Savings Plan assets move in 2023? ▼
Royal Oaks Country Club 401(k) Savings Plan grew sharply - up 29.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have Royal Oaks Country Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Oaks Country Club's sponsor-wide assets grew 56.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Royal Oaks Country Club 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centurion Cares Inc. 401(k) Savings Plan in FL ($6M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Royal Oaks Country Club 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 751291969.

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.