401(k) · DOL Form 5500 · 2024
Naples Heritage Golf & Country Club, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $44,341
- Avg per participant Low balance/head
Official DOL plan name: Naples Heritage Golf & Country Club Employee 401(k) Plan · Sponsored by Naples Heritage Golf & Country Club, Inc. · Florida · Real Estate
$3M in assets, 74 participants
Naples Heritage Golf & Country Club, Inc.'s Naples Heritage Golf & Country Club Employee 401(k) Plan reported $3M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #2,536 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Naples Heritage Golf & Country Club Employee 401(k) Plan ranks #2,536 of 4,605 2024 filers by assets (791% of the sector average)-$3M for 74 participants.
- #2,536
- in Real Estate (4,605 peers)
- +14.5%
- assets growth YoY
Naples Heritage Golf & Country Club Employee 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Naples Heritage Golf & Country Club Employee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,281,242 35th percentile higher than 35% 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
Naples Heritage Golf & Country Club Employee 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naples Heritage Golf & Country Club Employee 401(k) Plan is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Naples Heritage Golf & Country Club Employee 401(k) Plan reported participants rose from 55 in the plan year 2023 filing to 74 in the plan year 2024 filing.
- Naples Heritage Golf & Country Club Employee 401(k) Plan reported net income fell from $568K in the plan year 2023 filing to $415K in the plan year 2024 filing.
- Naples Heritage Golf & Country Club Employee 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 650626636 · Naples Heritage Golf & Country Club, Inc. PY 2024 · 401(k)
Naples Heritage Golf & Country Club Employee 401(k) Plan · $3M · 74 · 35th
- EOY $3M
- 5500 74
- ASSETS 35th
- PCT 401(k)
- EIN near Equalizer Industries, Inc. 401(k) Plan
- RANK ind #2536
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 Real Estate retirement plans → · Plans in Florida →
Naples Heritage Golf & Country Club Employee 401(k) Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $415K |
| Employer EIN | 650626636 |
| Plan Effective Date | 2007-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Naples Heritage Golf & Country Club, Inc.)
Sponsor-wide plan assets over time
All Naples Heritage Golf & Country Club, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 42.813829940032186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $2M |
| 2023 | 1 | 55 | $3M |
| 2024 | 1 | 74 | $3M |
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
Naples Heritage Golf & Country Club Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Equalizer Industries, Inc. 401(k) Plan in TX ($3M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (74 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.