401(k) · DOL Form 5500 · 2024
The Polo Club of Boca Raton, Poa, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 293
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $36,828
- Avg per participant Low balance/head
Official DOL plan name: The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan · Sponsored by The Polo Club of Boca Raton, Poa, Inc. · Florida · Other Services
$11M in assets, 293 participants
The Polo Club of Boca Raton, Poa, Inc.'s The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,843 in Other Services (7,719 peers)
Coverage in Florida
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan covers 293 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $11M.
- #5,843
- in Other Services (7,719 peers)
- +2.7%
- assets growth YoY
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,790,604 Top 43% higher than 57% 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
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing 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. The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan reported net income fell from $738K in the plan year 2023 filing to $285K in the plan year 2024 filing.
- The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan reported participants rose from 269 in the plan year 2023 filing to 293 in the plan year 2024 filing.
- The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 650035360 · The Polo Club of Boca Raton, Poa, Inc. PY 2024 · 401(k)
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan · $11M · 293 · 57th
- TYPE $11M
- TYPE 293
- TYPE 57th
- TYPE 401(k)
- TYPE near Newark Community Health Centers, Inc. Retirement Plan
- TYPE ind #5843
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 →
The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $285K |
| Employer EIN | 650035360 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Polo Club of Boca Raton, Poa, Inc.)
Sponsor-wide plan assets over time
All The Polo Club of Boca Raton, Poa, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.471429633228766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 297 | $10M |
| 2023 | 1 | 269 | $11M |
| 2024 | 1 | 293 | $11M |
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
The Polo Club of Boca Raton, Poa, Inc. 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 Newark Community Health Centers, Inc. Retirement Plan in NJ ($11M); by covered participants it is Plexus Worldwide 401(k) Retirement Plan in AZ (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.