401(k) · DOL Form 5500 · 2022

Sanibel Captiva Beach Resorts, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
153
Participants Small participant base
40th
Percentile by assets National rank
$19,037
Avg per participant Low balance/head
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Official DOL plan name: Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan · Sponsored by Sanibel Captiva Beach Resorts, LLC · Florida · Food Services & Accommodation

$3M in assets, 153 participants

Sanibel Captiva Beach Resorts, LLC's Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,447 in Food Services & Accommodation (4,592 peers)

Coverage in Florida

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan covers 153 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#3,447
in Food Services & Accommodation (4,592 peers)
-18.8%
assets change YoY

The plan reported a net loss of $674K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,912,617 40th percentile higher than 40% of 139,123 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 2022

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (153 participants).

Form 5500 schedule snapshot

Filing strip 474282773 · Sanibel Captiva Beach Resorts, LLC PY 2022 · 401(k)

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan · $3M · 153 · 40th

  • EOY $3M
  • EOY 153
  • EOY 40th
  • EOY 401(k)
  • EOY near Shapley & Stern, Inc. 401(k) Plan
  • EOY ind #3447

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 →

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing PlanSanibel Captiva Beach Resort…$3MShapley & Stern, Inc. 401(k) PlanShapley & Stern, Inc. 401(k)…$3MOzarks Community Health Center 401(k) PlanOzarks Community Health Cent…$3MTexas Pride Fuels, Ltd 401(k) PlanTexas Pride Fuels, Ltd 401(k…$3MAshling Partners LLC 401(k) PlanAshling Partners LLC 401(k) …$3M
End-of-year total assets ($M) among Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$674K
Employer EIN474282773
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sanibel Captiva Beach Resorts, LLC)

Sponsor-wide plan assets over time

All Sanibel Captiva Beach Resorts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.475566475097825% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.91M $3.54M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 153 $3M
2023 1 95 $4M
2024 1 109 $4M

Nearby 401(k) Plans in Florida

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

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002912617 · Participants: 153Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Shapley & Stern, Inc. 401(k) Plan in NJ ($3M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan declined sharply - down 18.8% during 2022, from $4M to $3M. Reported net income was -$674K.
How have Sanibel Captiva Beach Resorts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanibel Captiva Beach Resorts, LLC's sponsor-wide assets grew 21.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shapley & Stern, Inc. 401(k) Plan in NJ ($3M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474282773.

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.