401(k) · DOL Form 5500 · 2024

Estero Country Club, Inc. 401(k) Plan

Data updated 2026-08-25

$791K
Total assets Small plan by assets
91
Participants Small participant base
21st
Percentile by assets National rank
$8,688
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Estero Country Club, Inc. 401(k) Plan · Sponsored by Estero Country Club, Inc. · Florida · Arts, Entertainment & Recreation

$791K in assets, 91 participants

Estero Country Club, Inc.'s Estero Country Club, Inc. 401(k) Plan reported $791K in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,334 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Estero Country Club, Inc. 401(k) Plan ranks #1,334 of 2,921 2024 filers by assets (3512% of the sector average)-$791K for 91 participants.

#1,334
in Arts, Entertainment & Recreation (2,921 peers)
-4.6%
assets change YoY

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Estero Country Club, Inc. 401(k) Plan among the smaller filed plans by assets

Estero Country Club, Inc. 401(k) Plan vs every filed plan by assets

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

$790,644 21st percentile higher than 21% 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

Estero Country Club, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estero Country Club, Inc. 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Estero Country Club, Inc. 401(k) Plan reported net income fell from $150K in the plan year 2023 filing to -$38K in the plan year 2024 filing.
  • Estero Country Club, Inc. 401(k) Plan reported participants rose from 52 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Estero Country Club, Inc. 401(k) Plan end-of-year assets fell from $829K in the plan year 2023 filing to $791K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 650139537 · Estero Country Club, Inc. PY 2024 · 401(k)

Estero Country Club, Inc. 401(k) Plan · $791K · 91 · 21st

  • BOOK $791K
  • BOOK 91
  • BOOK 21st
  • BOOK 401(k)
  • BOOK near Taos Dreamcatcher, Inc 401(k) Plan
  • BOOK ind #1334

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 →

Estero Country Club, Inc. 401(k) Plan in the asset neighbourhood

Estero Country Club, Inc. 401(k) PlanEstero Country Club, Inc. 40…$791KTaos Dreamcatcher, Inc 401(k) PlanTaos Dreamcatcher, Inc 401(k…$791KA & a Harris Enterprises 401(k) PlanA & a Harris Enterprises 401…$791KMichelle Rinella Psyd PA 401(k) Profit Sharing Plan & TrustMichelle Rinella Psyd PA 401…$790KBonezek Enterprises Inc. Retirement PlanBonezek Enterprises Inc. Ret…$790K
End-of-year total assets ($M) among Estero Country Club, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$829K
Net Assets (End of Year)$791K
Net Income-$38K
Employer EIN650139537
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Estero Country Club, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$791K 16.45150505120429% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.68M $0.79M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 39 $679K
2023 1 52 $829K
2024 1 91 $791K

Nearby 401(k) Plans in Florida

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

Estero Country Club, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Estero Country Club, Inc. 401(k) Plan, Total assets ($B): 0.000790644 · Participants: 91Estero Country Club, 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
Estero Country Club, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Estero Country Club, Inc. 401(k) Plan side-by-side with 3 peers →

Estero Country Club, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Taos Dreamcatcher, Inc 401(k) Plan in NM ($791K); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Estero Country Club, Inc. 401(k) Plan assets move in 2024? ▼
Estero Country Club, Inc. 401(k) Plan edged down modestly - down 4.6% during 2024, from $829K to $791K. Reported net income was -$38K.
How have Estero Country Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Estero Country Club, Inc.'s sponsor-wide assets grew 16.5%, from $679K to $791K.
Where does Estero Country Club, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Estero Country Club, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Estero Country Club, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taos Dreamcatcher, Inc 401(k) Plan in NM ($791K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Estero Country Club, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M 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 650139537.

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.