401(k) · DOL Form 5500 · 2024
Lake Merced Golf Club 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $152,940
- Avg per participant Above avg balance/head
Official DOL plan name: Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust · Sponsored by Lake Merced Golf Club · California · Arts, Entertainment & Recreation
$3M in assets, 22 participants
Lake Merced Golf Club's Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #1,697 in Arts, Entertainment & Recreation (2,921 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust ranks #1,697 of 2,921 2024 filers by assets (825% of the sector average)-$3M for 22 participants.
- #1,697
- in Arts, Entertainment & Recreation (2,921 peers)
- +10.7%
- assets growth YoY
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,364,671 36th percentile higher than 36% 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
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust reported net income fell from $619K in the plan year 2023 filing to $327K in the plan year 2024 filing.
- Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust reported participants rose from 20 in the plan year 2023 filing to 22 in the plan year 2024 filing.
DOL schedule card
Filing strip 940615130 · Lake Merced Golf Club PY 2024 · 401(k)
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust · $3M · 22 · 36th
- NET $3M
- BOOK 22
- VS-ST 36th
- BOY 401(k)
- SCH near The Job Center Retirement Savings Plan
- EBSA ind #1697
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 California →
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $327K |
| Employer EIN | 940615130 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Merced Golf Club)
Sponsor-wide plan assets over time
All Lake Merced Golf Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 39.09507840520684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $2M |
| 2023 | 1 | 20 | $3M |
| 2024 | 1 | 22 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Lake Merced Golf Club 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Job Center Retirement Savings Plan in OH ($3M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- The Job Center Retirement Savings Plan (OH) $3M · 892
- Greenix 401(k) Plan (UT) $3M · 499
- San Felipe Enterprise 401(k) Plan (NM) $3M · 145
- Semasio 401(k) Plan (IL) $3M · 50
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.