401(k) · DOL Form 5500 · 2023

Estero Country Club, Inc. 401(k) Plan

Data updated 2026-08-25

$829K
Total assets Small plan by assets
52
Participants Small participant base
22nd
Percentile by assets National rank
$15,943
Avg per participant Low balance/head
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Official DOL plan name: Estero Country Club, Inc. 401(k) Plan · Sponsored by Estero Country Club, Inc. · Florida · Arts, Entertainment & Recreation

$829K in assets, 52 participants

Estero Country Club, Inc.'s Estero Country Club, Inc. 401(k) Plan reported $829K in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,391 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Estero Country Club, Inc. 401(k) Plan ranks #1,391 of 2,945 2023 filers by assets (3349% of the sector average)-$829K for 52 participants.

#1,391
in Arts, Entertainment & Recreation (2,945 peers)
+22.1%
assets growth YoY

Estero Country Club, Inc. 401(k) Plan among the smaller filed plans by assets

Estero Country Club, Inc. 401(k) Plan vs every filed plan by assets

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

$829,023 22nd percentile higher than 22% 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

Estero Country Club, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estero Country Club, Inc. 401(k) Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Estero Country Club, Inc. 401(k) Plan reported net income rose from -$278K in the plan year 2022 filing to $150K in the plan year 2023 filing.
  • Estero Country Club, Inc. 401(k) Plan reported participants rose from 39 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • Estero Country Club, Inc. 401(k) Plan end-of-year assets rose from $679K in the plan year 2022 filing to $829K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650139537 · Estero Country Club, Inc. PY 2023 · 401(k)

Estero Country Club, Inc. 401(k) Plan · $829K · 52 · 22nd

  • EIN $829K
  • EIN 52
  • EIN 22nd
  • EIN 401(k)
  • EIN near Kcg Transportation Retirement Plan
  • EIN ind #1391

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Estero Country Club, Inc. 401(k) Plan in the asset neighbourhood

Estero Country Club, Inc. 401(k) PlanEstero Country Club, Inc. 40…$829KKcg Transportation Retirement PlanKcg Transportation Retiremen…$829KJkp Consultants Inc. 401(k) PlanJkp Consultants Inc. 401(k) …$829KBoscogen Inc 401(k) Profit Sharing Plan & TrustBoscogen Inc 401(k) Profit S…$829KWja Properties Inc. 401(k) PlanWja Properties Inc. 401(k) P…$829K
End-of-year total assets ($M) among Estero Country Club, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$679K
Net Assets (End of Year)$829K
Net Income$150K
Employer EIN650139537
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Estero Country Club, Inc.)

Sponsor-wide plan assets over time

All Estero Country Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$791K 16.45150505120429% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.68M $0.79M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 39 $679K
2023 1 52 $829K
2024 1 91 $791K

Nearby 401(k) Plans in Florida

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

Estero Country Club, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Estero Country Club, Inc. 401(k) Plan, Total assets ($B): 0.000829023 · Participants: 52Estero Country Club, 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
Estero Country Club, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Estero Country Club, Inc. 401(k) Plan side-by-side with 3 peers →

Estero Country Club, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kcg Transportation Retirement Plan in TN ($829K); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($829K here).

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Estero Country Club, Inc. 401(k) Plan assets move in 2023? ▼
Estero Country Club, Inc. 401(k) Plan grew sharply - up 22.1% during 2023, from $679K to $829K. Reported net income was $150K.
How have Estero Country Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Estero Country Club, Inc.'s sponsor-wide assets grew 16.5%, from $679K to $791K.
Where does Estero Country Club, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Estero Country Club, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Estero Country Club, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kcg Transportation Retirement Plan in TN ($829K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Estero Country Club, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 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 650139537.

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.