401(k) · DOL Form 5500 · 2024

Ocean Reef Club, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,054
Participants Near avg headcount
81st
Percentile by assets National rank
$36,398
Avg per participant Low balance/head
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Official DOL plan name: Ocean Reef Club Employee Savings and Retirement Plan · Sponsored by Ocean Reef Club, Inc. · Florida · Food Services & Accommodation

$38M in assets, 1,054 participants

Ocean Reef Club, Inc.'s Ocean Reef Club Employee Savings and Retirement Plan reported $38M in total assets and 1,054 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #3,485 in Food Services & Accommodation (3,672 peers)

Where Ocean Reef Club Employee Savings and Retirement Plan sits by assets

Ocean Reef Club Employee Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 1,054 participants (~$36,398/participant), up 17.7% in 2024.

#3,485
in Food Services & Accommodation (3,672 peers)
+17.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ocean Reef Club Employee Savings and Retirement Plan's outsized position by total assets

Ocean Reef Club Employee Savings and Retirement Plan vs every filed plan by assets

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

$38,363,743 Top 19% higher than 81% 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 Club Employee Savings and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ocean Reef Club Employee Savings and Retirement Plan lands in the large band (1,054 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ocean Reef Club Employee Savings and Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Ocean Reef Club Employee Savings and Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Ocean Reef Club Employee Savings and Retirement Plan reported participants rose from 930 in the plan year 2023 filing to 1,054 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650371142 · Ocean Reef Club, Inc. PY 2024 · 401(k)

Ocean Reef Club Employee Savings and Retirement Plan · $38M · 1,054 · 81st

  • EOY $38M
  • EOY 1,054
  • EOY 81st
  • EOY 401(k)
  • EOY near First Midwest Pooled Employer Plan
  • EOY ind #3485

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 →

Ocean Reef Club Employee Savings and Retirement Plan in the asset neighbourhood

Sabin Metal Corporation 401(k) Savings PlanSabin Metal Corporation 401(…$38MOcean Reef Club Employee Savings and Retirement PlanOcean Reef Club Employee Sav…$38MFirst Midwest Pooled Employer PlanFirst Midwest Pooled Employe…$38MFluid Components International, LLC 401(k) Profit Sharing PlanFluid Components Internation…$38MAcv Auctions Inc 401 K Profit Sharing PlanAcv Auctions Inc 401 K Profi…$38M
End-of-year total assets ($M) among Ocean Reef Club Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN650371142
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocean Reef Club, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$38M 36.78126470607216% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.1M $38.4M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 728 $28M
2023 1 930 $33M
2024 1 1,054 $38M

Nearby 401(k) Plans in Florida

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

Ocean Reef Club Employee Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ocean Reef Club Employee Savings and Retirement Plan, Total assets ($B): 0.038363743 · Participants: 1054Ocean Reef Club Employee Savings and Retirement 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 Club Employee Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ocean Reef Club Employee Savings and Retirement Plan side-by-side with 3 peers →

Ocean Reef Club Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is First Midwest Pooled Employer Plan in IL ($38M); by covered participants it is Calix, Inc. 401(k) Retirement Savings Plan. in CA (1,054 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,054 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 Club Employee Savings and Retirement Plan assets move in 2024? ▼
Ocean Reef Club Employee Savings and Retirement Plan grew sharply - up 17.7% during 2024, from $33M to $38M. Reported net income was $6M.
How have Ocean Reef Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ocean Reef Club, Inc.'s sponsor-wide assets grew 36.8%, from $28M to $38M.
Where does Ocean Reef Club Employee Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Ocean Reef Club Employee Savings and Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ocean Reef Club Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Midwest Pooled Employer Plan in IL ($38M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Ocean Reef Club Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Calix, Inc. 401(k) Retirement Savings Plan. in CA (1,054 participants, $257M 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 650371142.

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.