Other · DOL Form 5500 · 2024
Naples Botanical Garden, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $35,738
- Avg per participant Low balance/head
Official DOL plan name: Naples Botanical Garden Defined Contribution Retirement Plan · Sponsored by Naples Botanical Garden, Inc. · Florida · Arts, Entertainment & Recreation
$5M in assets, 141 participants
Naples Botanical Garden, Inc.'s Naples Botanical Garden Defined Contribution Retirement Plan reported $5M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,844 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Florida
Naples Botanical Garden Defined Contribution Retirement Plan covers 141 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $5M.
- #1,844
- in Arts, Entertainment & Recreation (2,921 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $135K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Naples Botanical Garden Defined Contribution Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Naples Botanical Garden Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,039,060 42nd percentile higher than 42% 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
Naples Botanical Garden Defined Contribution Retirement 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. Naples Botanical Garden Defined Contribution Retirement Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Naples Botanical Garden Defined Contribution Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$135K in the plan year 2024 filing.
- Naples Botanical Garden Defined Contribution Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Naples Botanical Garden Defined Contribution Retirement Plan reported participants rose from 138 in the plan year 2023 filing to 141 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 650511429 · Naples Botanical Garden, Inc. PY 2024 · Other
Naples Botanical Garden Defined Contribution Retirement Plan · $5M · 141 · 42nd
- IND $5M
- EOY 141
- 5500 42nd
- ASSETS Other
- PCT near The Oaks Academy DC Plan
- EIN ind #1844
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 →
Naples Botanical Garden Defined Contribution Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$135K |
| Employer EIN | 650511429 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Naples Botanical Garden, Inc.)
Sponsor-wide plan assets over time
All Naples Botanical Garden, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 35.229293982139964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $4M |
| 2023 | 1 | 138 | $5M |
| 2024 | 1 | 141 | $5M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Naples Botanical Garden Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Oaks Academy DC Plan in IN ($5M); by covered participants it is Smw Engineering Group, Inc. 401(k) Plan in AL (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (141 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.