401(k) · DOL Form 5500 · 2023

Ocean Reef Club, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
930
Participants Near avg headcount
80th
Percentile by assets National rank
$35,043
Avg per participant Low balance/head
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Official DOL plan name: Ocean Reef Club Employee Savings and Retirement Plan · Sponsored by Ocean Reef Club, Inc. · Florida · Food Services & Accommodation

$33M in assets, 930 participants

Ocean Reef Club, Inc.'s Ocean Reef Club Employee Savings and Retirement Plan reported $33M in total assets and 930 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #3,637 in Food Services & Accommodation (3,828 peers)

Where Ocean Reef Club Employee Savings and Retirement Plan sits by assets

Ocean Reef Club Employee Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 930 participants (~$35,043/participant), up 16.2% in 2023.

#3,637
in Food Services & Accommodation (3,828 peers)
+16.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ocean Reef Club Employee Savings and Retirement Plan's outsized position by total assets

Ocean Reef Club Employee Savings and Retirement Plan vs every filed plan by assets

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

$32,589,712 Top 20% higher than 80% 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 Club Employee Savings and Retirement 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 Club Employee Savings and Retirement Plan sits mid-pack in the medium band (930 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ocean Reef Club Employee Savings and Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ocean Reef Club Employee Savings and Retirement Plan reported participants rose from 728 in the plan year 2022 filing to 930 in the plan year 2023 filing.
  • Ocean Reef Club Employee Savings and Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650371142 · Ocean Reef Club, Inc. PY 2023 · 401(k)

Ocean Reef Club Employee Savings and Retirement Plan · $33M · 930 · 80th

  • PCT $33M
  • EIN 930
  • RANK 80th
  • PHOTO 401(k)
  • IND near Cape Air/Nantucket Airlines Ksop Retirement Plan
  • EOY ind #3637

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 Florida →

Ocean Reef Club Employee Savings and Retirement Plan in the asset neighbourhood

Ocean Reef Club Employee Savings and Retirement PlanOcean Reef Club Employee Sav…$33MCape Air/Nantucket Airlines Ksop Retirement PlanCape Air/Nantucket Airlines …$33MAffinity Development Group 401(k) Profit Sharing PlanAffinity Development Group 4…$33MIn Touch Ministries Retirement PlanIn Touch Ministries Retireme…$33MDavis Health System 401(k) Profit Sharing PlanDavis Health System 401(k) P…$33M
End-of-year total assets ($M) among Ocean Reef Club Employee Savings and Retirement 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)$33M
Net Income$5M
Employer EIN650371142
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocean Reef Club, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$38M 36.78126470607216% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.1M $38.4M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 728 $28M
2023 1 930 $33M
2024 1 1,054 $38M

Nearby 401(k) Plans in Florida

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

Ocean Reef Club Employee Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ocean Reef Club Employee Savings and Retirement Plan, Total assets ($B): 0.032589712 · Participants: 930Ocean Reef Club Employee Savings and Retirement 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 Club Employee Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ocean Reef Club Employee Savings and Retirement Plan side-by-side with 3 peers →

Ocean Reef Club Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cape Air/Nantucket Airlines Ksop Retirement Plan in MA ($33M); by covered participants it is Frank Liquor Company, Inc. 401(k) Plan in WI (930 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (930 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 Club Employee Savings and Retirement Plan assets move in 2023? ▼
Ocean Reef Club Employee Savings and Retirement Plan grew sharply - up 16.2% during 2023, from $28M to $33M. Reported net income was $5M.
How have Ocean Reef Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ocean Reef Club, Inc.'s sponsor-wide assets grew 36.8%, from $28M to $38M.
Where does Ocean Reef Club Employee Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Ocean Reef Club Employee Savings and Retirement Plan ranks in the 80th 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 Ocean Reef Club Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cape Air/Nantucket Airlines Ksop Retirement Plan in MA ($33M, 569 participants).
Which 401(k) plans cover a similar participant headcount to Ocean Reef Club Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frank Liquor Company, Inc. 401(k) Plan in WI (930 participants, $77M 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 650371142.

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.