401(k) · DOL Form 5500 · 2024

Tarpon Blue Ce Management LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
13
Participants Small participant base
78th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Collier Enterprises 401(k) Plan · Sponsored by Tarpon Blue Ce Management LLC · Florida · Real Estate

$31M in assets, 13 participants

Tarpon Blue Ce Management LLC's Collier Enterprises 401(k) Plan reported $31M in total assets and 13 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.

  • #4,132 in Real Estate (4,605 peers)

Where Collier Enterprises 401(k) Plan sits by assets

Collier Enterprises 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 13 participants (~$2.4M/participant), up 5.7% in 2024.

#4,132
in Real Estate (4,605 peers)
+5.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Collier Enterprises 401(k) Plan's outsized position by total assets

Collier Enterprises 401(k) Plan vs every filed plan by assets

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

$30,561,439 Top 22% higher than 78% 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

Collier Enterprises 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. Collier Enterprises 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Collier Enterprises 401(k) Plan reported net income rose from $728K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Collier Enterprises 401(k) Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Collier Enterprises 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 883711687 · Tarpon Blue Ce Management LLC PY 2024 · 401(k)

Collier Enterprises 401(k) Plan · $31M · 13 · 78th

  • EBSA $31M
  • EBSA 13
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Credit Union One Capital Accumulation Plan
  • EBSA ind #4132

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 Real Estate retirement plans → · Plans in Florida →

Collier Enterprises 401(k) Plan in the asset neighbourhood

Collier Enterprises 401(k) PlanCollier Enterprises 401(k) P…$31MCredit Union One Capital Accumulation PlanCredit Union One Capital Acc…$31MLewis Johs Avallone Aviles Retirement PlanLewis Johs Avallone Aviles R…$31MApex Maritime Co., Inc. 401(k) Profit Sharing PlanApex Maritime Co., Inc. 401(…$31MBast Hatfield Construction, LLC Savings & Retirement PlanBast Hatfield Construction, …$31M
End-of-year total assets ($M) among Collier Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN883711687
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tarpon Blue Ce Management LLC)

Sponsor-wide plan assets over time

All Tarpon Blue Ce Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 8.415348733689596% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $28.2M $30.6M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 27 $28M
2023 1 12 $29M
2024 1 13 $31M

Nearby 401(k) Plans in Florida

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

Collier Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Collier Enterprises 401(k) Plan, Total assets ($B): 0.030561439 · Participants: 13Collier Enterprises 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
Collier Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Collier Enterprises 401(k) Plan side-by-side with 3 peers →

Collier Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Credit Union One Capital Accumulation Plan in MI ($31M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Collier Enterprises 401(k) Plan assets move in 2024? ▼
Collier Enterprises 401(k) Plan grew at a solid clip - up 5.7% during 2024, from $29M to $31M. Reported net income was $2M.
How have Tarpon Blue Ce Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarpon Blue Ce Management LLC's sponsor-wide assets grew 8.4%, from $28M to $31M.
Where does Collier Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Collier Enterprises 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Collier Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Credit Union One Capital Accumulation Plan in MI ($31M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Collier Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 883711687.

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.