401(k) · DOL Form 5500 · 2024
Grey Oaks Country Club, Ltd 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $41,346
- Avg per participant Low balance/head
Official DOL plan name: Grey Oaks Country Club, Ltd Savings Plan · Sponsored by Grey Oaks Country Club, Ltd · Florida · Arts, Entertainment & Recreation
$12M in assets, 282 participants
Grey Oaks Country Club, Ltd's Grey Oaks Country Club, Ltd Savings Plan reported $12M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #2,178 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Florida
Grey Oaks Country Club, Ltd Savings Plan covers 282 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $12M.
- #2,178
- in Arts, Entertainment & Recreation (2,921 peers)
- +10.6%
- assets growth YoY
Grey Oaks Country Club, Ltd Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Grey Oaks Country Club, Ltd Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,659,624 Top 41% higher than 59% 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
Grey Oaks Country Club, Ltd Savings 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. Grey Oaks Country Club, Ltd Savings Plan sits mid-pack in the medium band (282 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Grey Oaks Country Club, Ltd Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Grey Oaks Country Club, Ltd Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Grey Oaks Country Club, Ltd Savings Plan reported participants fell from 289 in the plan year 2023 filing to 282 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 650347219 · Grey Oaks Country Club, Ltd PY 2024 · 401(k)
Grey Oaks Country Club, Ltd Savings Plan · $12M · 282 · 59th
- TYPE $12M
- NET 282
- BOOK 59th
- VS-ST 401(k)
- BOY near Idaho College of Osteopathic Medicine 401(k) Profit Sharing Plan
- SCH ind #2178
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 →
Grey Oaks Country Club, Ltd Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 650347219 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grey Oaks Country Club, Ltd)
Sponsor-wide plan assets over time
All Grey Oaks Country Club, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 35.521979270512574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 217 | $9M |
| 2023 | 1 | 289 | $11M |
| 2024 | 1 | 282 | $12M |
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
Grey Oaks Country Club, Ltd Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Idaho College of Osteopathic Medicine 401(k) Profit Sharing Plan in ID ($12M); by covered participants it is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.
- Alliance Shippers, Inc. 401(k) Savings Plan (NJ) 282 · 0 off
- Territorial Savings Bank 401(k) Plan (HI) 282 · 0 off
- Lippolis Electric, Inc. 401(k) Plan (NY) 282 · 0 off
- Duke Aerial, Inc. 401(k) Plan (IA) 282 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.