401(k) · DOL Form 5500 · 2024

Pelican Bay Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
215
Participants Below avg headcount
36th
Percentile by assets National rank
$16,009
Avg per participant Low balance/head
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Official DOL plan name: Pelican Bay Foundation, Inc. 401(k) Plan · Sponsored by Pelican Bay Foundation, Inc. · Florida · Other Services

$3M in assets, 215 participants

Pelican Bay Foundation, Inc.'s Pelican Bay Foundation, Inc. 401(k) Plan reported $3M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,599 in Other Services (7,719 peers)

Coverage in Florida

Pelican Bay Foundation, Inc. 401(k) Plan covers 215 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#4,599
in Other Services (7,719 peers)
-32.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pelican Bay Foundation, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Pelican Bay Foundation, Inc. 401(k) Plan vs every filed plan by assets

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

$3,442,022 36th percentile higher than 36% 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

Pelican Bay Foundation, 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. Pelican Bay Foundation, Inc. 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pelican Bay Foundation, Inc. 401(k) Plan reported net income fell from $364K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Pelican Bay Foundation, Inc. 401(k) Plan reported participants rose from 126 in the plan year 2023 filing to 215 in the plan year 2024 filing.
  • Pelican Bay Foundation, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 591977547 · Pelican Bay Foundation, Inc. PY 2024 · 401(k)

Pelican Bay Foundation, Inc. 401(k) Plan · $3M · 215 · 36th

  • TYPE $3M
  • NET 215
  • BOOK 36th
  • VS-ST 401(k)
  • BOY near Bechtold Enterprises, Inc. Profit Sharing Plan
  • SCH ind #4599

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 Other Services retirement plans → · Plans in Florida →

Pelican Bay Foundation, Inc. 401(k) Plan in the asset neighbourhood

Pelican Bay Foundation, Inc. 401(k) PlanPelican Bay Foundation, Inc.…$3MBechtold Enterprises, Inc. Profit Sharing PlanBechtold Enterprises, Inc. P…$3M5812 Investment Group, LLC 401(k) Plan5812 Investment Group, LLC 4…$3MMidwest Sterilization Corp 401(k) PlanMidwest Sterilization Corp 4…$3MElchert Family Holdings, Inc. 401(k) Retirement PlanElchert Family Holdings, Inc…$3M
End-of-year total assets ($M) among Pelican Bay Foundation, 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)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN591977547
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pelican Bay Foundation, Inc.)

Sponsor-wide plan assets over time

All Pelican Bay Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.253140966111% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.73M $3.44M ▼ -27.3%
Year Plans Participants Total Assets
2022 1 184 $5M
2023 1 126 $5M
2024 1 215 $3M

Nearby 401(k) Plans in Florida

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

Pelican Bay Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Pelican Bay Foundation, Inc. 401(k) Plan, Total assets ($B): 0.003442022 · Participants: 215Pelican Bay Foundation, 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
Pelican Bay Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Pelican Bay Foundation, Inc. 401(k) Plan side-by-side with 3 peers →

Pelican Bay Foundation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bechtold Enterprises, Inc. Profit Sharing Plan in OH ($3M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Pelican Bay Foundation, Inc. 401(k) Plan assets move in 2024? ▼
Pelican Bay Foundation, Inc. 401(k) Plan contracted severely - down 32.4% during 2024, from $5M to $3M. Reported net income was -$2M.
How have Pelican Bay Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pelican Bay Foundation, Inc.'s sponsor-wide assets declined 27.3%, from $5M to $3M.
Which 401(k) plans are similar in size to Pelican Bay Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bechtold Enterprises, Inc. Profit Sharing Plan in OH ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Pelican Bay Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants, $18M 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 591977547.

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.