401(k) · DOL Form 5500 · 2023
The Club Management Association of America 401(k) Plan
Data updated 2026-08-25
- $221M
- Total assets Near avg plan size
- 6,124
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $36,041
- Avg per participant Low balance/head
Official DOL plan name: Club Retirement Plan · Sponsored by The Club Management Association of America · Virginia · Other Services
$221M in assets, 6,124 participants
The Club Management Association of America's Club Retirement Plan reported $221M in total assets and 6,124 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #7,754 in Other Services (7,857 peers)
Coverage in Virginia
Club Retirement Plan covers 6,124 participants in Virginia, 7.8x the typical Virginia plan (state average ~782 per filing). Assets: $221M.
- #7,754
- in Other Services (7,857 peers)
- +30.3%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Club Retirement Plan's outsized position by total assets
Club Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$220,715,727 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Club Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Club Retirement Plan lands in the large band (6,124 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Club Retirement Plan reported net income rose from -$26M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Club Retirement Plan reported participants rose from 4,665 in the plan year 2022 filing to 6,124 in the plan year 2023 filing.
- Club Retirement Plan end-of-year assets rose from $169M in the plan year 2022 filing to $221M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 530235732 · The Club Management Association of America PY 2023 · 401(k)
Club Retirement Plan · $221M · 6,124 · 95th
- PHOTO $221M
- IND 6,124
- EOY 95th
- 5500 401(k)
- ASSETS near Georgia Transmission Corporation Retirement Plan
- PCT ind #7754
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 Virginia →
Club Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $169M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | $27M |
| Employer EIN | 530235732 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Club Management Association of America)
Sponsor-wide plan assets over time
All The Club Management Association of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $263M 55.13454801953256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,665 | $169M |
| 2023 | 1 | 6,124 | $221M |
| 2024 | 1 | 7,409 | $263M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Scale composition for Club Retirement Plan
Club Retirement Plan reports $221M in end-of-year assets across 6,124 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $36,041 per participant (26% of the national average assets-per-participant) . Net income for plan year 2023 was $27M.
This plan identity (EIN 530235732, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $169M to $263M (+55.1%) while covered participants moved from 4,665 to 7,409 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,665 | $169M | Open filing |
| 2023 | 6,124 | $221M | This page |
| 2024 · index core | 7,409 | $263M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Club Retirement Plan (401(k), $263M, 7,409 participants)
Club Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Georgia Transmission Corporation Retirement Plan in GA ($221M); by covered participants it is Thrivent 401(k) Plan in MN (6,125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($221M here).
- Georgia Transmission Corporation Retirement Plan (GA) $221M · 321
- Mankato Clinic, Ltd. 401(k) Profit Sharing Plan (MN) $221M · 850
- Husqvarna Retirement Savings 401(k) Plan (NC) $221M · 5,143
- El Paso Electric Company Savings Plan (TX) $221M · 1,125
Similar participant headcount
Nearest other-state filings by covered participants (6,124 participants); asset peers above are excluded.
- Thrivent 401(k) Plan (MN) 6,125 · 1 off
- Avantor Retirement Savings 401(k) Plan and Trust (PA) 6,128 · 4 off
- Gpi Hourly Savings Plan (GA) 6,117 · 7 off
- Patterson Companies, Inc. 401(k) Plan (MN) 6,115 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.