401(k) · DOL Form 5500 · 2023

Ocean Reef Community Association, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
113
Participants Small participant base
63rd
Percentile by assets National rank
$106,542
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ocean Reef Community Association, Inc. 401(k) Plan · Sponsored by Ocean Reef Community Association, Inc. · Florida · Administrative & Support Services

$12M in assets, 113 participants

Ocean Reef Community Association, Inc.'s Ocean Reef Community Association, Inc. 401(k) Plan reported $12M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,483 in Administrative & Support Services (4,372 peers)

Coverage in Florida

Ocean Reef Community Association, Inc. 401(k) Plan covers 113 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#3,483
in Administrative & Support Services (4,372 peers)
+9.7%
assets growth YoY

Ocean Reef Community Association, Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Ocean Reef Community Association, Inc. 401(k) Plan vs every filed plan by assets

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

$12,039,197 Top 37% higher than 63% 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

Ocean Reef Community Association, Inc. 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. Ocean Reef Community Association, Inc. 401(k) Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

Filing strip 591747816 · Ocean Reef Community Association, Inc. PY 2023 · 401(k)

Ocean Reef Community Association, Inc. 401(k) Plan · $12M · 113 · 63rd

  • PART $12M
  • TYPE 113
  • NET 63rd
  • BOOK 401(k)
  • VS-ST near Foodpro Corporation 401(k) Plan
  • BOY ind #3483

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 Administrative & Support Services retirement plans → · Plans in Florida →

Ocean Reef Community Association, Inc. 401(k) Plan in the asset neighbourhood

Ocean Reef Community Association, Inc. 401(k) PlanOcean Reef Community Associa…$12MFoodpro Corporation 401(k) PlanFoodpro Corporation 401(k) P…$12MUpper Skagit Indian Tribe Dba Svcr 401(k) Profit Sharing PlanUpper Skagit Indian Tribe Db…$12MSalm Partners LLC 401(k) Plan$12MHotel Employees Retirement Savings PlanHotel Employees Retirement S…$12M
End-of-year total assets ($M) among Ocean Reef Community Association, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN591747816
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocean Reef Community Association, Inc.)

Sponsor-wide plan assets over time

All Ocean Reef Community Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.109207366571045% vs 2023
2024 filing year
$11M$12M$13M$14M$15M$16M 20232024 $12M $14.8M ▲ +23.1%
Year Plans Participants Total Assets
2023 1 113 $12M
2024 1 115 $15M

Nearby 401(k) Plans in Florida

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

Ocean Reef Community Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ocean Reef Community Association, Inc. 401(k) Plan, Total assets ($B): 0.012039197 · Participants: 113Ocean Reef Community Association, Inc. 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
Ocean Reef Community Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ocean Reef Community Association, Inc. 401(k) Plan side-by-side with 3 peers →

Ocean Reef Community Association, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Foodpro Corporation 401(k) Plan in MD ($12M); by covered participants it is Centric Bank 401(k) Plan in PA (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Ocean Reef Community Association, Inc. 401(k) Plan assets move in 2023? ▼
Ocean Reef Community Association, Inc. 401(k) Plan grew at a solid clip - up 9.7% during 2023, from $11M to $12M. Reported net income was $1M.
How have Ocean Reef Community Association, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ocean Reef Community Association, Inc.'s sponsor-wide assets grew 23.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Ocean Reef Community Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foodpro Corporation 401(k) Plan in MD ($12M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Ocean Reef Community Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centric Bank 401(k) Plan in PA (113 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 591747816.

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.