401(k) · DOL Form 5500 · 2024

Royal Oaks Country Club, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
118
Participants Small participant base
50th
Percentile by assets National rank
$65,448
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Royal Oaks Country Club 401(k) Savings Plan · Sponsored by Royal Oaks Country Club, Inc. · Texas · Arts, Entertainment & Recreation

$8M in assets, 118 participants

Royal Oaks Country Club, Inc.'s Royal Oaks Country Club 401(k) Savings Plan reported $8M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,007 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Texas

Royal Oaks Country Club 401(k) Savings Plan covers 118 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#2,007
in Arts, Entertainment & Recreation (2,921 peers)
+20.6%
assets growth YoY

Royal Oaks Country Club 401(k) Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Royal Oaks Country Club 401(k) Savings Plan vs every filed plan by assets

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

$7,722,875 Top 50% higher than 50% 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

Royal Oaks Country Club 401(k) Savings 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. Royal Oaks Country Club 401(k) Savings Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Royal Oaks Country Club 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Royal Oaks Country Club 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Royal Oaks Country Club 401(k) Savings Plan reported participants fell from 126 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751291969 · Royal Oaks Country Club, Inc. PY 2024 · 401(k)

Royal Oaks Country Club 401(k) Savings Plan · $8M · 118 · 50th

  • TYPE $8M
  • NET 118
  • BOOK 50th
  • VS-ST 401(k)
  • BOY near Coe Distributing 401(k) Profit Sharing Plan
  • SCH ind #2007

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 Texas →

Royal Oaks Country Club 401(k) Savings Plan in the asset neighbourhood

Royal Oaks Country Club 401(k) Savings PlanRoyal Oaks Country Club 401(…$8MCoe Distributing 401(k) Profit Sharing PlanCoe Distributing 401(k) Prof…$8MSunset Retirement Plan$8MJim N Nicks 401(k) Plan$8MHealthnet Aeromedical Services 401(k) PlanHealthnet Aeromedical Servic…$8M
End-of-year total assets ($M) among Royal Oaks Country Club 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN751291969
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Oaks Country Club, Inc.)

Sponsor-wide plan assets over time

All Royal Oaks Country Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 56.485203976081266% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.94M $7.72M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 118 $5M
2023 1 126 $6M
2024 1 118 $8M

Nearby 401(k) Plans in Texas

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

Royal Oaks Country Club 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Royal Oaks Country Club 401(k) Savings Plan, Total assets ($B): 0.007722875 · Participants: 118Royal Oaks Country Club 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Royal Oaks Country Club 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Royal Oaks Country Club 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Coe Distributing 401(k) Profit Sharing Plan in PA ($8M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Royal Oaks Country Club 401(k) Savings Plan assets move in 2024?
Royal Oaks Country Club 401(k) Savings Plan grew sharply - up 20.6% during 2024, from $6M to $8M. Reported net income was $1M.
How have Royal Oaks Country Club, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Royal Oaks Country Club, Inc.'s sponsor-wide assets grew 56.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Royal Oaks Country Club 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Coe Distributing 401(k) Profit Sharing Plan in PA ($8M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Royal Oaks Country Club 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M in assets).