401(k) · DOL Form 5500 · 2024
Lost Tree Club, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $44,131
- Avg per participant Low balance/head
Official DOL plan name: Lost Tree Club 401(k) Plan · Sponsored by Lost Tree Club, Inc. · Florida · Other Services
$9M in assets, 213 participants
Lost Tree Club, Inc.'s Lost Tree Club 401(k) Plan reported $9M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #5,689 in Other Services (7,719 peers)
Coverage in Florida
Lost Tree Club 401(k) Plan covers 213 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $9M.
- #5,689
- in Other Services (7,719 peers)
- +11.4%
- assets growth YoY
Lost Tree Club 401(k) Plan's mid-pack asset rank among Other Services and all filers
Lost Tree Club 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,399,862 Top 46% higher than 54% 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
Lost Tree 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. Lost Tree Club 401(k) Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lost Tree Club 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $965K in the plan year 2024 filing.
- Lost Tree Club 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Lost Tree Club 401(k) Plan reported participants rose from 198 in the plan year 2023 filing to 213 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 591556454 · Lost Tree Club, Inc. PY 2024 · 401(k)
Lost Tree Club 401(k) Plan · $9M · 213 · 54th
- TYPE $9M
- TYPE 213
- TYPE 54th
- TYPE 401(k)
- TYPE near The Yarco 401(k) Plan
- TYPE ind #5689
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 →
Lost Tree Club 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $965K |
| Employer EIN | 591556454 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lost Tree Club, Inc.)
Sponsor-wide plan assets over time
All Lost Tree Club, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 31.322220423112434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $7M |
| 2023 | 1 | 198 | $8M |
| 2024 | 1 | 213 | $9M |
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
Lost Tree Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Yarco 401(k) Plan in MO ($9M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- The Yarco 401(k) Plan (MO) $9M · 214
- Allyis Retirement Plan (WA) $9M · 118
- Searchpros Staffing LLC 401(k) Profit Sharing Plan & Trust (CA) $9M · 948
- Berks Packing Company, Inc. 401(k) Plan (PA) $9M · 39
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Thirdera, LLC (CO) 213 · 0 off
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Ok4 Master Holdco, LLC 401(k) Plan (TX) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.