401(k) · DOL Form 5500 · 2024
Addison Reserve Master Property 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $99,356
- Avg per participant Below avg balance/head
Official DOL plan name: Addison Reserve Master Property Owners Association Inc. 401(k) P · Sponsored by Addison Reserve Master Property · Florida · Arts, Entertainment & Recreation
$14M in assets, 136 participants
Addison Reserve Master Property's Addison Reserve Master Property Owners Association Inc. 401(k) P reported $14M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #2,241 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Florida
Addison Reserve Master Property Owners Association Inc. 401(k) P covers 136 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $14M.
- #2,241
- in Arts, Entertainment & Recreation (2,921 peers)
- +16.8%
- assets growth YoY
Addison Reserve Master Property Owners Association Inc. 401(k) P's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Addison Reserve Master Property Owners Association Inc. 401(k) P vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,512,379 Top 38% higher than 62% 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
Addison Reserve Master Property Owners Association Inc. 401(k) P 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. Addison Reserve Master Property Owners Association Inc. 401(k) P sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Addison Reserve Master Property Owners Association Inc. 401(k) P reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Addison Reserve Master Property Owners Association Inc. 401(k) P end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 650596868 · Addison Reserve Master Property PY 2024 · 401(k)
Addison Reserve Master Property Owners Association Inc. 401(k) P · $14M · 136 · 62nd
- SCH $14M
- SCH 136
- SCH 62nd
- SCH 401(k)
- SCH near Fci Lender Services Inc 401(k) Profit Sharing Plan & Trust
- SCH ind #2241
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 →
Addison Reserve Master Property Owners Association Inc. 401(k) P in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 650596868 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Addison Reserve Master Property)
Sponsor-wide plan assets over time
All Addison Reserve Master Property plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 36.16073569878769% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $10M |
| 2023 | 1 | 135 | $12M |
| 2024 | 1 | 136 | $14M |
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
Addison Reserve Master Property Owners Association Inc. 401(k) P's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Fci Lender Services Inc 401(k) Profit Sharing Plan & Trust in CA ($14M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.