401(k) · DOL Form 5500 · 2024

Sanibel Captiva Beach Resorts, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
109
Participants Small participant base
36th
Percentile by assets National rank
$32,460
Avg per participant Low balance/head
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Official DOL plan name: Sanibel Captiva Beach Resorts, LLC · Sponsored by Sanibel Captiva Beach Resorts, LLC · Florida · Food Services & Accommodation

$4M in assets, 109 participants

Sanibel Captiva Beach Resorts, LLC's Sanibel Captiva Beach Resorts, LLC reported $4M in total assets and 109 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.

  • #2,633 in Food Services & Accommodation (3,672 peers)

Coverage in Florida

Sanibel Captiva Beach Resorts, LLC covers 109 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#2,633
in Food Services & Accommodation (3,672 peers)
-1.6%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sanibel Captiva Beach Resorts, LLC's mid-pack asset rank among Food Services & Accommodation and all filers

Sanibel Captiva Beach Resorts, LLC vs every filed plan by assets

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

$3,538,118 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

Sanibel Captiva Beach Resorts, LLC 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. Sanibel Captiva Beach Resorts, LLC sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sanibel Captiva Beach Resorts, LLC reported net income fell from $681K in the plan year 2023 filing to -$56K in the plan year 2024 filing.
  • Sanibel Captiva Beach Resorts, LLC reported participants rose from 95 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Sanibel Captiva Beach Resorts, LLC end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 474282773 · Sanibel Captiva Beach Resorts, LLC PY 2024 · 401(k)

Sanibel Captiva Beach Resorts, LLC · $4M · 109 · 36th

  • ASSETS $4M
  • PCT 109
  • EIN 36th
  • RANK 401(k)
  • PHOTO near Private Client Fiduciary Corporation 401(k) Plan
  • IND ind #2633

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 →

Sanibel Captiva Beach Resorts, LLC in the asset neighbourhood

Sanibel Captiva Beach Resorts, LLCSanibel Captiva Beach Resort…$4MPrivate Client Fiduciary Corporation 401(k) PlanPrivate Client Fiduciary Cor…$4MStuart a Feintuch Retirement PlanStuart a Feintuch Retirement…$4MJohn a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) PlanJohn a. Scaletta, D.D.S., Lt…$4MHill Valley 401(k) Plan$4M
End-of-year total assets ($M) among Sanibel Captiva Beach Resorts, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$56K
Employer EIN474282773
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sanibel Captiva Beach Resorts, LLC)

Sponsor-wide plan assets over time

All Sanibel Captiva Beach Resorts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.475566475097825% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.91M $3.54M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 153 $3M
2023 1 95 $4M
2024 1 109 $4M

Nearby 401(k) Plans in Florida

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

Sanibel Captiva Beach Resorts, LLC vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sanibel Captiva Beach Resorts, LLC, Total assets ($B): 0.003538118 · Participants: 109Sanibel Captiva Beach Resorts, LLCL3harris 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
Sanibel Captiva Beach Resorts, LLC vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sanibel Captiva Beach Resorts, LLC side-by-side with 3 peers →

Sanibel Captiva Beach Resorts, LLC's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Private Client Fiduciary Corporation 401(k) Plan in WA ($4M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Sanibel Captiva Beach Resorts, LLC assets move in 2024? ▼
Sanibel Captiva Beach Resorts, LLC edged down modestly - down 1.6% during 2024, from $4M to $4M. Reported net income was -$56K.
How have Sanibel Captiva Beach Resorts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanibel Captiva Beach Resorts, LLC's sponsor-wide assets grew 21.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Sanibel Captiva Beach Resorts, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Private Client Fiduciary Corporation 401(k) Plan in WA ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Sanibel Captiva Beach Resorts, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 474282773.

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.