401(k) · DOL Form 5500 · 2024
Exclusive Resorts, LLC 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 213
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $145,274
- Avg per participant Above avg balance/head
Official DOL plan name: Exclusive Resorts, LLC 401(k) Plan · Sponsored by Exclusive Resorts, LLC · Colorado · Food Services & Accommodation
$31M in assets, 213 participants
Exclusive Resorts, LLC's Exclusive Resorts, LLC 401(k) Plan reported $31M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #3,459 in Food Services & Accommodation (3,672 peers)
Where Exclusive Resorts, LLC 401(k) Plan sits by assets
Exclusive Resorts, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 213 participants (~$145,274/participant), up 13.8% in 2024.
- #3,459
- in Food Services & Accommodation (3,672 peers)
- +13.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Exclusive Resorts, LLC 401(k) Plan's outsized position by total assets
Exclusive Resorts, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,943,312 Top 22% higher than 78% 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
Exclusive Resorts, LLC 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. Exclusive Resorts, LLC 401(k) Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Exclusive Resorts, LLC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Exclusive Resorts, LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Exclusive Resorts, LLC 401(k) Plan reported participants rose from 203 in the plan year 2023 filing to 213 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 270074637 · Exclusive Resorts, LLC PY 2024 · 401(k)
Exclusive Resorts, LLC 401(k) Plan · $31M · 213 · 78th
- PHOTO $31M
- IND 213
- EOY 78th
- 5500 401(k)
- ASSETS near Metrostar Systems 401(k) Retirement Plan
- PCT ind #3459
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 Colorado →
Exclusive Resorts, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 270074637 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exclusive Resorts, LLC)
Sponsor-wide plan assets over time
All Exclusive Resorts, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 39.10915919581933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $22M |
| 2023 | 1 | 203 | $27M |
| 2024 | 1 | 213 | $31M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Exclusive Resorts, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Metrostar Systems 401(k) Retirement Plan in VA ($31M); by covered participants it is Charles Daher's Commonwealth Motors 401(k) Retirement Plan in MA (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Metrostar Systems 401(k) Retirement Plan (VA) $31M · 461
- Sierra Circuits, Inc. 401(k) Plan (CA) $31M · 406
- L'oreal Travel Retail Americas Inc. Retirement Plan (FL) $31M · 127
- 1password 401(k) Plan (DE) $31M · 378
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Ok4 Master Holdco, LLC 401(k) Plan (TX) 213 · 0 off
- Hyland's Naturals Retirement Savings Plan (CA) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.