401(k) · DOL Form 5500 · 2024

Annandale Golf Club 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
141
Participants Small participant base
47th
Percentile by assets National rank
$45,892
Avg per participant Low balance/head
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Official DOL plan name: Annandale Golf Club 401(k) Plan · Sponsored by Annandale Golf Club · California · Arts, Entertainment & Recreation

$6M in assets, 141 participants

Annandale Golf Club's Annandale Golf Club 401(k) Plan reported $6M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,939 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

Annandale Golf Club 401(k) Plan covers 141 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $6M.

#1,939
in Arts, Entertainment & Recreation (2,921 peers)
+14.6%
assets growth YoY

Annandale Golf Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Annandale Golf Club 401(k) Plan vs every filed plan by assets

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

$6,470,792 47th percentile higher than 47% 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

Annandale Golf 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. Annandale Golf Club 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Annandale Golf Club 401(k) Plan reported net income fell from $985K in the plan year 2023 filing to $825K in the plan year 2024 filing.
  • Annandale Golf Club 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Annandale Golf Club 401(k) Plan reported participants rose from 135 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 950499290 · Annandale Golf Club PY 2024 · 401(k)

Annandale Golf Club 401(k) Plan · $6M · 141 · 47th

  • PCT $6M
  • EIN 141
  • RANK 47th
  • PHOTO 401(k)
  • IND near Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan
  • EOY ind #1939

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 California →

Annandale Golf Club 401(k) Plan in the asset neighbourhood

Annandale Golf Club 401(k) PlanAnnandale Golf Club 401(k) P…$6MHarrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing PlanHarrison Berkman Claypool & …$6MParagon Metals LLC 401(k) PlanParagon Metals LLC 401(k) Pl…$6MChild Evangelism Fellowship Inc. 401(k) PlanChild Evangelism Fellowship …$6MR2 Venture Solutions Inc. Retirement PlanR2 Venture Solutions Inc. Re…$6M
End-of-year total assets ($M) among Annandale Golf Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$825K
Employer EIN950499290
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annandale Golf Club)

Sponsor-wide plan assets over time

All Annandale Golf Club plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.839963506938574% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.66M $6.47M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 126 $5M
2023 1 135 $6M
2024 1 141 $6M

Nearby 401(k) Plans in California

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

Annandale Golf Club 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Annandale Golf Club 401(k) Plan, Total assets ($B): 0.006470792 · Participants: 141Annandale Golf Club 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Annandale Golf Club 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Annandale Golf Club 401(k) Plan side-by-side with 3 peers →

Annandale Golf Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan in WA ($6M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Annandale Golf Club 401(k) Plan assets move in 2024? ▼
Annandale Golf Club 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $6M to $6M. Reported net income was $825K.
How have Annandale Golf Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Annandale Golf Club's sponsor-wide assets grew 38.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Annandale Golf Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan in WA ($6M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Annandale Golf Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 950499290.

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.