Club Retirement Plan

The Club Management Association of America, Alexandria VA. Employer ID 530235732, plan number 003. Annual reports on file for 2009 to 2024.

Where the money went

Plans that moved money into this one:

2013: money from Knickerbocker Country Club 401(k) Profit Sharing Plan moved in.
2015: money from Club Retirement Plan moved in.
2016: money from Oasis Retirement Savings Plan moved in.
2016: money from Mount Kisco Country Club Employees 401(k) Plan moved in.
2017: money from Burlingame Country Club 401(k) Plan moved in.
2019: money from Mountain Lake Corporation 401(k) Retirement moved in.
2019: money from Beacon Hill Country Club, Inc. 401k Plan moved in.
2019: money from Jonathan's Landing Golf Club, Inc. 401(k) Retirement Savings Plan moved in.
2019: money from The Moorings Club, Inc. 401(k) Profit Sharing Plan moved in.
2019: money from Trinet 401(k) Plan moved in.
2019: money from The Loxahatchee Club, Inc. 401(k) Retirement Plan moved in.
2019: money from The Loxahatchee Club Homeowners Association, Inc. 401(k) Retirement Plan moved in.
2020: money from Rochester Golf and Country Club Retirement Plan moved in.
2020: money from Mariner Sands Country Club 401(k) Retirement Plan moved in.
2020: money from Bay Colony Golf Club, Inc. Retirement Savings Plan moved in.
2021: money from Crown Colony Golf & Country Club 401(k) Plan moved in.
2021: money from Detroit Athletic Club Employees' Retirement Plan moved in.
2022: money from Houston Country Club 401(k) Plan moved in.
2022: money from Wollaston Golf Club 401(k) Ps Plan moved in.
2022: money from San Jose Country Club Pension Plan and Trust moved in.

Filed 2009-2024Club Retirement Plan, The Club Management Association of America
TodayClub Retirement Plan still files. Empower Annuity Insurance Co of Am keeps the records. That is where to ask.

Records are kept by Empower Annuity Insurance Co of Am, per the 2024 filing.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2013: The plan's money at the start of the year didn't match the end of the year before, so some money may have moved in or out without being reported.

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Left, still in the plan	Source
2012	47	—	Filing
2013	0	—	Filing
2015	3,421	552	Filing
2016	3,444	560	Filing
2017	3,878	781	Filing
2018	3,756	579	Filing
2019	4,323	597	Filing
2020	4,656	691	Filing
2021	5,208	829	Filing
2022	5,938	984	Filing
2023	7,668	1,186	Filing
2024	8,662	1,331	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.