401(k) · DOL Form 5500 · 2024

Port Royal Club, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
39
Participants Small participant base
49th
Percentile by assets National rank
$188,884
Avg per participant Above avg balance/head
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Official DOL plan name: Port Royal Club, Inc. 401(k) Plan · Sponsored by Port Royal Club, Inc. · Florida · Food Services & Accommodation

$7M in assets, 39 participants

Port Royal Club, Inc.'s Port Royal Club, Inc. 401(k) Plan reported $7M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,972 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Port Royal Club, Inc. 401(k) Plan ranks #2,972 of 3,672 2024 filers by assets (266% of the sector average)-$7M for 39 participants.

#2,972
in Food Services & Accommodation (3,672 peers)
-12.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Port Royal Club, Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Port Royal Club, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,366,458 49th percentile higher than 49% of 123,620 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 2024

Port Royal Club, Inc. 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. Port Royal Club, Inc. 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Port Royal Club, Inc. 401(k) Plan reported net income fell from $794K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Port Royal Club, Inc. 401(k) Plan reported participants fell from 69 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Port Royal Club, Inc. 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 590876282 · Port Royal Club, Inc. PY 2024 · 401(k)

Port Royal Club, Inc. 401(k) Plan · $7M · 39 · 49th

  • PCT $7M
  • EIN 39
  • RANK 49th
  • PHOTO 401(k)
  • IND near Castle Auto Group 401(k) Plan
  • EOY ind #2972

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Port Royal Club, Inc. 401(k) Plan in the asset neighbourhood

Port Royal Club, Inc. 401(k) PlanPort Royal Club, Inc. 401(k)…$7MCastle Auto Group 401(k) Plan$7MWorking America 401(k) Plan$7MPresidio Knolls School 403(b) PlanPresidio Knolls School 403(b…$7MErs Parent 401(k) Plan$7M
End-of-year total assets ($M) among Port Royal Club, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN590876282
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Royal Club, Inc.)

Sponsor-wide plan assets over time

All Port Royal Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 2.776478861138046% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.58M $7.37M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 103 $8M
2023 1 69 $8M
2024 1 39 $7M

Nearby 401(k) Plans in Florida

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

Port Royal Club, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Port Royal Club, Inc. 401(k) Plan, Total assets ($B): 0.007366458 · Participants: 39Port Royal Club, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Port Royal Club, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Port Royal Club, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Castle Auto Group 401(k) Plan in IL ($7M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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.

Frequently Asked Questions

How did Port Royal Club, Inc. 401(k) Plan assets move in 2024?
Port Royal Club, Inc. 401(k) Plan pulled back noticeably - down 12.0% during 2024, from $8M to $7M. Reported net income was -$1M.
How have Port Royal Club, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Port Royal Club, Inc.'s sponsor-wide assets declined 2.8%, from $8M to $7M.
Which 401(k) plans are similar in size to Port Royal Club, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Castle Auto Group 401(k) Plan in IL ($7M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Port Royal Club, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K in assets).