401(k) · DOL Form 5500 · 2024

The Country Club 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
178
Participants Small participant base
68th
Percentile by assets National rank
$101,454
Avg per participant Below avg balance/head
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Official DOL plan name: The Country Club 401(k) Plan · Sponsored by The Country Club · Massachusetts · Arts, Entertainment & Recreation

$18M in assets, 178 participants

The Country Club's The Country Club 401(k) Plan reported $18M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,367 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Massachusetts

The Country Club 401(k) Plan covers 178 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#2,367
in Arts, Entertainment & Recreation (2,921 peers)
+6.3%
assets growth YoY

The Country Club 401(k) Plan's outsized position by total assets

The Country Club 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,058,726 Top 32% higher than 68% of 123,620 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 2024

The Country Club 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. The Country Club 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Country Club 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Country Club 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • The Country Club 401(k) Plan reported participants rose from 176 in the plan year 2023 filing to 178 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 041212940 · The Country Club PY 2024 · 401(k)

The Country Club 401(k) Plan · $18M · 178 · 68th

  • TYPE $18M
  • NET 178
  • BOOK 68th
  • VS-ST 401(k)
  • BOY near Lanai Resorts 401(k) Plan
  • SCH ind #2367

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 Massachusetts →

The Country Club 401(k) Plan in the asset neighbourhood

The Country Club 401(k) Plan$18MLanai Resorts 401(k) Plan$18MCommunity Change Retirement PlanCommunity Change Retirement …$18MIntersport, LLC 401(k) Retirement PlanIntersport, LLC 401(k) Retir…$18MSunrise Community Health 401(k) Safe Harbor PlanSunrise Community Health 401…$18M
End-of-year total assets ($M) among The Country Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN041212940
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Country Club)

Sponsor-wide plan assets over time

All The Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$18M 22.464869565712732% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.8M $18.1M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 186 $15M
2023 1 176 $17M
2024 1 178 $18M

Nearby 401(k) Plans in Massachusetts

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

The Country Club 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Country Club 401(k) Plan, Total assets ($B): 0.018058726 · Participants: 178The Country Club 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The Country Club 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Country Club 401(k) Plan side-by-side with 3 peers →

The Country Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lanai Resorts 401(k) Plan in HI ($18M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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.

Frequently Asked Questions

How did The Country Club 401(k) Plan assets move in 2024? ▼
The Country Club 401(k) Plan grew at a solid clip - up 6.3% during 2024, from $17M to $18M. Reported net income was $1M.
How have The Country Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Country Club's sponsor-wide assets grew 22.5%, from $15M to $18M.
Which 401(k) plans are similar in size to The Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lanai Resorts 401(k) Plan in HI ($18M, 368 participants).
Which 401(k) plans cover a similar participant headcount to The Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041212940.

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.