401(k)
2024 plan-year 401(k) DOL Form 5500

The Country Club at DC Ranch Employees Savings Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Country Club at DC Ranch · Arizona · Other Services

What the 2023 filing shows

The Country Club at DC Ranch Employees Savings Trust holds $5M for 150 participants — about $33,964 per participant, down 2.1% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
150
covered participants
$33,964
avg assets per participant
-2.1%
assets change YoY

The plan reported a net loss of $110K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
150
State
Industry
Other Services

What the Filing Says About The Country Club at DC Ranch Employees Savings Trust

The Country Club at DC Ranch Employees Savings Trust is a 401(k) retirement plan sponsored by The Country Club at DC Ranch, headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 150 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 860859289, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to $5M at year-end — a decline of 2.1%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-110,276 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-110,276
Plan Type401(k)
Employer EIN860859289
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Country Club at DC Ranch)

Year Plans Participants Total Assets
2022 1 102 $4M
2023 1 123 $5M
2024 1 150 $5M

Nearby 401(k) Plans in Arizona

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

Frequently Asked Questions

How much money is in the The Country Club at DC Ranch Employees Savings Trust?
As of the 2024 Form 5500 filing, The Country Club at DC Ranch Employees Savings Trust holds $5M in total assets with 150 participants. It is sponsored by The Country Club at DC Ranch.
What type of plan is The Country Club at DC Ranch Employees Savings Trust?
The Country Club at DC Ranch Employees Savings Trust is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 860859289.
Who sponsors the The Country Club at DC Ranch Employees Savings Trust?
The Country Club at DC Ranch Employees Savings Trust is sponsored by The Country Club at DC Ranch, located in Arizona. The sponsor's EIN is 860859289 and the plan operates in the Other Services industry.
How did The Country Club at DC Ranch Employees Savings Trust perform in 2024?
The Country Club at DC Ranch Employees Savings Trust declined by 2.1% during 2024, moving from $5M to $5M in total assets. Net income was $-110,276.
Where can I find official filings for The Country Club at DC Ranch Employees Savings Trust?
Official Form 5500 filings for The Country Club at DC Ranch Employees Savings Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860859289 or plan name at efast.dol.gov.
How does The Country Club at DC Ranch Employees Savings Trust compare to other plans?
You can compare The Country Club at DC Ranch Employees Savings Trust against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860859289.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.