401(k) · DOL Form 5500 · 2023

Sanibel Captiva Beach Resorts, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
95
Participants Small participant base
38th
Percentile by assets National rank
$37,831
Avg per participant Low balance/head
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Official DOL plan name: Sanibel Captiva Beach Resorts, LLC · Sponsored by Sanibel Captiva Beach Resorts, LLC · Florida · Food Services & Accommodation

$4M in assets, 95 participants

Sanibel Captiva Beach Resorts, LLC's Sanibel Captiva Beach Resorts, LLC reported $4M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,841 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sanibel Captiva Beach Resorts, LLC ranks #2,841 of 3,828 2023 filers by assets (544% of the sector average)-$4M for 95 participants.

#2,841
in Food Services & Accommodation (3,828 peers)
+23.4%
assets growth YoY

Sanibel Captiva Beach Resorts, LLC's mid-pack asset rank among Food Services & Accommodation and all filers

Sanibel Captiva Beach Resorts, LLC vs every filed plan by assets

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

$3,593,946 38th percentile higher than 38% 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

Sanibel Captiva Beach Resorts, LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanibel Captiva Beach Resorts, LLC is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sanibel Captiva Beach Resorts, LLC reported net income rose from -$674K in the plan year 2022 filing to $681K in the plan year 2023 filing.
  • Sanibel Captiva Beach Resorts, LLC reported participants fell from 153 in the plan year 2022 filing to 95 in the plan year 2023 filing.
  • Sanibel Captiva Beach Resorts, LLC end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 474282773 · Sanibel Captiva Beach Resorts, LLC PY 2023 · 401(k)

Sanibel Captiva Beach Resorts, LLC · $4M · 95 · 38th

  • BOOK $4M
  • VS-ST 95
  • BOY 38th
  • SCH 401(k)
  • EBSA near Color 401(k) Plan
  • PART ind #2841

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 in the asset neighbourhood

Sanibel Captiva Beach Resorts, LLCSanibel Captiva Beach Resort…$4MColor 401(k) Plan$4MHandel Radio, Inc. Profit Sharing 401(k) PlanHandel Radio, Inc. Profit Sh…$4MTri-Cor Flexible Packaging, Inc. Retirement PlanTri-Cor Flexible Packaging, …$4MDon Miller & Associates Savings & Security PlanDon Miller & Associates Savi…$4M
End-of-year total assets ($M) among Sanibel Captiva Beach Resorts, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$681K
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 vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sanibel Captiva Beach Resorts, LLC, Total assets ($B): 0.003593946 · Participants: 95Sanibel Captiva Beach Resorts, LLCL3harris 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
Sanibel Captiva Beach Resorts, LLC vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sanibel Captiva Beach Resorts, LLC side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Color 401(k) Plan in WA ($4M); by covered participants it is Inlanta Mortgage, Inc. 401(k) Plan in WI (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Sanibel Captiva Beach Resorts, LLC assets move in 2023? ▼
Sanibel Captiva Beach Resorts, LLC grew sharply - up 23.4% during 2023, from $3M to $4M. Reported net income was $681K.
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? ▼
Among 401(k) plans in other states, the closest by assets is Color 401(k) Plan in WA ($4M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Sanibel Captiva Beach Resorts, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Inlanta Mortgage, Inc. 401(k) Plan in WI (95 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 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.