401(k) · DOL Form 5500 · 2024

Ocean Reef Community Association, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
115
Participants Small participant base
64th
Percentile by assets National rank
$128,881
Avg per participant Near avg balance/head
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Official DOL plan name: Ocean Reef Community Association, Inc. 401(k) Plan · Sponsored by Ocean Reef Community Association, Inc. · Florida · Administrative & Support Services

$15M in assets, 115 participants

Ocean Reef Community Association, Inc.'s Ocean Reef Community Association, Inc. 401(k) Plan reported $15M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,527 in Administrative & Support Services (4,368 peers)

Coverage in Florida

Ocean Reef Community Association, Inc. 401(k) Plan covers 115 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#3,527
in Administrative & Support Services (4,368 peers)
+23.1%
assets growth YoY

Ocean Reef Community Association, Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Ocean Reef Community Association, Inc. 401(k) Plan vs every filed plan by assets

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

$14,821,360 Top 36% higher than 64% 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

Ocean Reef Community Association, Inc. 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. Ocean Reef Community Association, Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ocean Reef Community Association, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ocean Reef Community Association, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Ocean Reef Community Association, Inc. 401(k) Plan reported participants rose from 113 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 591747816 · Ocean Reef Community Association, Inc. PY 2024 · 401(k)

Ocean Reef Community Association, Inc. 401(k) Plan · $15M · 115 · 64th

  • PCT $15M
  • EIN 115
  • RANK 64th
  • PHOTO 401(k)
  • IND near Hunt & Sons, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3527

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 Administrative & Support Services retirement plans → · Plans in Florida →

Ocean Reef Community Association, Inc. 401(k) Plan in the asset neighbourhood

Ocean Reef Community Association, Inc. 401(k) PlanOcean Reef Community Associa…$15MHunt & Sons, Inc. 401(k) Profit Sharing PlanHunt & Sons, Inc. 401(k) Pro…$15MPember Companies, Inc. Retirement Savings PlanPember Companies, Inc. Retir…$15MBox-Board Products, Inc. 401(k) Savings PlanBox-Board Products, Inc. 401…$15MHigherechelon 401(k) Plan$15M
End-of-year total assets ($M) among Ocean Reef Community Association, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN591747816
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocean Reef Community Association, Inc.)

Sponsor-wide plan assets over time

All Ocean Reef Community Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.109207366571045% vs 2023
2024 filing year
$11M$12M$13M$14M$15M$16M 20232024 $12M $14.8M ▲ +23.1%
Year Plans Participants Total Assets
2023 1 113 $12M
2024 1 115 $15M

Nearby 401(k) Plans in Florida

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

Ocean Reef Community Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ocean Reef Community Association, Inc. 401(k) Plan, Total assets ($B): 0.01482136 · Participants: 115Ocean Reef Community Association, 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
Ocean Reef Community Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ocean Reef Community Association, Inc. 401(k) Plan side-by-side with 3 peers →

Ocean Reef Community Association, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hunt & Sons, Inc. 401(k) Profit Sharing Plan in CA ($15M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Ocean Reef Community Association, Inc. 401(k) Plan assets move in 2024? ▼
Ocean Reef Community Association, Inc. 401(k) Plan grew sharply - up 23.1% during 2024, from $12M to $15M. Reported net income was $3M.
How have Ocean Reef Community Association, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ocean Reef Community Association, Inc.'s sponsor-wide assets grew 23.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Ocean Reef Community Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hunt & Sons, Inc. 401(k) Profit Sharing Plan in CA ($15M, 436 participants).
Which 401(k) plans cover a similar participant headcount to Ocean Reef Community Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 591747816.

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.