401(k) · DOL Form 5500 · 2023

Harbour Ridge Yacht and Country Club, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
158
Participants Small participant base
57th
Percentile by assets National rank
$58,267
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harbour Ridge 401(k) Plan · Sponsored by Harbour Ridge Yacht and Country Club, Inc. · Florida · Other Services

$9M in assets, 158 participants

Harbour Ridge Yacht and Country Club, Inc.'s Harbour Ridge 401(k) Plan reported $9M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,899 in Other Services (7,857 peers)

Coverage in Florida

Harbour Ridge 401(k) Plan covers 158 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#5,899
in Other Services (7,857 peers)
+13.6%
assets growth YoY

Harbour Ridge 401(k) Plan's mid-pack asset rank among Other Services and all filers

Harbour Ridge 401(k) Plan vs every filed plan by assets

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

$9,206,218 Top 43% higher than 57% 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

Harbour Ridge 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. Harbour Ridge 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbour Ridge 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Harbour Ridge 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Harbour Ridge 401(k) Plan reported participants rose from 152 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650129568 · Harbour Ridge Yacht and Country Club, Inc. PY 2023 · 401(k)

Harbour Ridge 401(k) Plan · $9M · 158 · 57th

  • PCT $9M
  • PCT 158
  • PCT 57th
  • PCT 401(k)
  • PCT near Lc Anderson, Inc. 401(k) Retirement Plan
  • PCT ind #5899

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 Other Services retirement plans → · Plans in Florida →

Harbour Ridge 401(k) Plan in the asset neighbourhood

Harbour Ridge 401(k) Plan$9MLc Anderson, Inc. 401(k) Retirement PlanLc Anderson, Inc. 401(k) Ret…$9MIvy Technology 401(k) Retirement Savings PlanIvy Technology 401(k) Retire…$9MVenture 401(k) Plan$9MNostrum Laboratories 401(k) PlanNostrum Laboratories 401(k) …$9M
End-of-year total assets ($M) among Harbour Ridge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN650129568
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbour Ridge Yacht and Country Club, Inc.)

Sponsor-wide plan assets over time

All Harbour Ridge Yacht and Country Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 15.166785350721565% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.1M $9.33M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 152 $8M
2023 1 158 $9M
2024 1 171 $9M

Nearby 401(k) Plans in Florida

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

Harbour Ridge 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Harbour Ridge 401(k) Plan, Total assets ($B): 0.009206218 · Participants: 158Harbour Ridge 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
Harbour Ridge 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is Lc Anderson, Inc. 401(k) Retirement Plan in MA ($9M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Harbour Ridge 401(k) Plan assets move in 2023?
Harbour Ridge 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $8M to $9M. Reported net income was $1M.
How have Harbour Ridge Yacht and Country Club, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Harbour Ridge Yacht and Country Club, Inc.'s sponsor-wide assets grew 15.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Harbour Ridge 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lc Anderson, Inc. 401(k) Retirement Plan in MA ($9M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Harbour Ridge 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K in assets).