401(k) · DOL Form 5500 · 2024
Boys & Girls Clubs of Lucie County 401(k) Plan
Data updated 2026-08-25
- $989K
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $9,418
- Avg per participant Low balance/head
Official DOL plan name: Boys & Girls Clubs of St. Lucie County 401(k) Plan · Sponsored by Boys & Girls Clubs of Lucie County · Florida · Other Services
$989K in assets, 105 participants
Boys & Girls Clubs of Lucie County's Boys & Girls Clubs of St. Lucie County 401(k) Plan reported $989K in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,618 in Other Services (7,719 peers)
Coverage in Florida
Boys & Girls Clubs of St. Lucie County 401(k) Plan covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $989K.
- #3,618
- in Other Services (7,719 peers)
- -17.5%
- assets change YoY
The plan reported a net loss of $210K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boys & Girls Clubs of St. Lucie County 401(k) Plan among the smaller filed plans by assets
Boys & Girls Clubs of St. Lucie County 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$988,896 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Boys & Girls Clubs of St. Lucie County 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boys & Girls Clubs of St. Lucie County 401(k) Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Boys & Girls Clubs of St. Lucie County 401(k) Plan reported net income fell from $90K in the plan year 2022 filing to -$210K in the plan year 2024 filing.
- Boys & Girls Clubs of St. Lucie County 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $989K in the plan year 2024 filing.
- Boys & Girls Clubs of St. Lucie County 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 105 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 650505369 · Boys & Girls Clubs of Lucie County PY 2024 · 401(k)
Boys & Girls Clubs of St. Lucie County 401(k) Plan · $989K · 105 · 23rd
- 5500 $989K
- ASSETS 105
- PCT 23rd
- EIN 401(k)
- RANK near Dorotea Holding Co., LLC 401(k) Plan
- PHOTO ind #3618
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 →
Boys & Girls Clubs of St. Lucie County 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $989K |
| Net Income | -$210K |
| Employer EIN | 650505369 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boys & Girls Clubs of Lucie County)
Sponsor-wide plan assets over time
All Boys & Girls Clubs of Lucie County plans reported in each filing year
- Latest sponsor-wide plan assets
- $989K 33.60043671200978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $1M |
| 2024 | 1 | 105 | $989K |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Boys & Girls Clubs of St. Lucie County 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Dorotea Holding Co., LLC 401(k) Plan in TX ($989K); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($989K here).
- Dorotea Holding Co., LLC 401(k) Plan (TX) $989K · 48
- Mal-O-Sen Inc Profit Sharing Plan (MN) $989K · 5
- Thomas W. Daniels & Co., P.C. 401(k) Plan (IN) $989K · 5
- Which Wash, Inc. 401(k) Plan (DE) $988K · 6
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
- Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.