Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

EXCLUSIVE RESORTS, LLC 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EXCLUSIVE RESORTS, LLC

This Profit Sharing plan holds $27M in total assets and serves 203 participants as of 2023. It is sponsored by EXCLUSIVE RESORTS, LLC in Colorado. The plan reported positive net income of $5M for the year.

Total Assets (2023)
$27M
Participants
203
State
Industry
Food Services & Accommodation

What the Filing Says About EXCLUSIVE RESORTS, LLC 401(K) PLAN

EXCLUSIVE RESORTS, LLC 401(K) PLAN is a Profit Sharing retirement plan sponsored by EXCLUSIVE RESORTS, LLC, headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 203 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 270074637, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2023 to $27M at year-end — a gain of 22.2%. Net assets (after liabilities) closed the year at $27M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$22M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$5M
Plan TypeProfit Sharing
Employer EIN270074637
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EXCLUSIVE RESORTS, LLC)

Year Plans Participants Total Assets
2022 1 191 $22M
2023 1 203 $27M
2024 1 213 $31M

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the EXCLUSIVE RESORTS, LLC 401(K) PLAN?
As of the 2023 Form 5500 filing, EXCLUSIVE RESORTS, LLC 401(K) PLAN holds $27M in total assets with 203 participants. It is sponsored by EXCLUSIVE RESORTS, LLC.
What type of plan is EXCLUSIVE RESORTS, LLC 401(K) PLAN?
EXCLUSIVE RESORTS, LLC 401(K) PLAN is a Profit Sharing plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 270074637.
Who sponsors the EXCLUSIVE RESORTS, LLC 401(K) PLAN?
EXCLUSIVE RESORTS, LLC 401(K) PLAN is sponsored by EXCLUSIVE RESORTS, LLC, located in Colorado. The sponsor's EIN is 270074637 and the plan operates in the Food Services & Accommodation industry.
How did EXCLUSIVE RESORTS, LLC 401(K) PLAN perform in 2023?
EXCLUSIVE RESORTS, LLC 401(K) PLAN grew by 22.2% during 2023, moving from $22M to $27M in total assets. Net income was $5M.
Where can I find official filings for EXCLUSIVE RESORTS, LLC 401(K) PLAN?
Official Form 5500 filings for EXCLUSIVE RESORTS, LLC 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270074637 or plan name at efast.dol.gov.
How does EXCLUSIVE RESORTS, LLC 401(K) PLAN compare to other plans?
You can compare EXCLUSIVE RESORTS, LLC 401(K) PLAN against other Profit Sharing plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 270074637.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.