Other · DOL Form 5500 · 2023

Naples Botanical Garden, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
138
Participants Small participant base
45th
Percentile by assets National rank
$37,553
Avg per participant Low balance/head
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Official DOL plan name: Naples Botanical Garden Defined Contribution Retirement Plan · Sponsored by Naples Botanical Garden, Inc. · Florida · Arts, Entertainment & Recreation

$5M in assets, 138 participants

Naples Botanical Garden, Inc.'s Naples Botanical Garden Defined Contribution Retirement Plan reported $5M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,913 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Florida

Naples Botanical Garden Defined Contribution Retirement Plan covers 138 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#1,913
in Arts, Entertainment & Recreation (2,945 peers)
+39.1%
assets growth YoY

Naples Botanical Garden Defined Contribution Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Naples Botanical Garden Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,182,366 45th percentile higher than 45% of 127,068 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 2023

Naples Botanical Garden Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naples Botanical Garden Defined Contribution Retirement Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Naples Botanical Garden Defined Contribution Retirement Plan reported net income rose from -$181K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Naples Botanical Garden Defined Contribution Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Naples Botanical Garden Defined Contribution Retirement Plan reported participants rose from 131 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650511429 · Naples Botanical Garden, Inc. PY 2023 · Other

Naples Botanical Garden Defined Contribution Retirement Plan · $5M · 138 · 45th

  • BOOK $5M
  • VS-ST 138
  • BOY 45th
  • SCH Other
  • EBSA near Twin Cedars Youth & Family Services, Inc. 403(b) Plan
  • PART ind #1913

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 Florida →

Naples Botanical Garden Defined Contribution Retirement Plan in the asset neighbourhood

Naples Botanical Garden Defined Contribution Retirement PlanNaples Botanical Garden Defi…$5MTwin Cedars Youth & Family Services, Inc. 403(b) PlanTwin Cedars Youth & Family S…$5MElder Services of Cape Cod and the Islands, Inc. 403(b) PlanElder Services of Cape Cod a…$5MLadacin Network, Inc. 403(b) PlanLadacin Network, Inc. 403(b)…$5MRoad to Responsibility, Inc. 403(b) PlanRoad to Responsibility, Inc.…$5M
End-of-year total assets ($M) among Naples Botanical Garden Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN650511429
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Naples Botanical Garden, Inc.)

Sponsor-wide plan assets over time

All Naples Botanical Garden, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.229293982139964% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.73M $5.04M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 131 $4M
2023 1 138 $5M
2024 1 141 $5M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Naples Botanical Garden Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Naples Botanical Garden Defined Contribution Retirement Plan, Total assets ($B): 0.005182366 · Participants: 138Naples Botanical Garden Defined Contribution Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Naples Botanical Garden Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Naples Botanical Garden Defined Contribution Retirement Plan side-by-side with 3 peers →

Naples Botanical Garden Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Twin Cedars Youth & Family Services, Inc. 403(b) Plan in GA ($5M); by covered participants it is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Naples Botanical Garden Defined Contribution Retirement Plan assets move in 2023? ▼
Naples Botanical Garden Defined Contribution Retirement Plan surged - up 39.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Naples Botanical Garden, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Naples Botanical Garden, Inc.'s sponsor-wide assets grew 35.2%, from $4M to $5M.
Which Other plans are similar in size to Naples Botanical Garden Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Twin Cedars Youth & Family Services, Inc. 403(b) Plan in GA ($5M, 162 participants).
Which Other plans cover a similar participant headcount to Naples Botanical Garden Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650511429.

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.