Plan5500

Breckenridge, CO Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Breckenridge, CO has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $33,726,398 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
10
Latest filing year
2023

What stands out in Breckenridge

  • 11 loaded plans hold $33.7M in reported assets across 10 sponsors.
  • The largest, Breckenridge Grand Vacations 401(K) Plan, holds 57% of reported Breckenridge plan assets.
  • Plans cover 1,920 participants — about 175 per plan.
  • 82% of loaded plans report full Schedule H/I financial statements.
  • 27% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.8MSummed across loaded plans$33,779,678
Total reported assets$33.7M$33,726,398
Total reported participants1.9K1,920
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.7M total assets
Net assets$33.8MLiabilities$0
Contributions & income
Employer contributions$775.2K
Participant contributions$2.8M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.5M
Net increase / (decrease)$5.5M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation3 / 11 (27%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Breckenridge, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Breckenridge market comparison

Largest plan share of assets57%Breckenridge Grand Vacations 401(K) Plan
Participants per plan175Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Breckenridge

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Breckenridge Grand Vacations 401(K) Plan$19.1M
    Gold Point Lodging & Realty, Inc. · 2023
  2. 2
    Ebert Appraisal Service, Incorporated 401(K) Profit Sharing Plan$4.6M
    Ebert Appraisal Service, Inc. · 2023
  3. 3
    Beaver Run Rental Holdings, LLC 401(K) Plan$4.1M
    Beaver Run Rental Holdings, LLC · 2023
  4. 4
    Double Diamond Distillery 401k$3M
    Double Diamond Distillery LLC · 2023
  5. 5
    The Mills Corporation 401(K) Plan$1.2M
    The Mills Corporation · 2023
  6. 6
    Cranes, Inc. 401(K) Plan$643.7K
    Cranes, Inc. · 2023
  7. 7
    Baja Cs 401k$641.2K
    Baja Colorado Sur Inc. · 2023
  8. 8
    Roscoejaye Hospitality Inc. Retirement Plan$408.7K
    Roscoejaye Hospitality Inc. · 2023
  9. 9
    Kaska Companies, Inc. 401(K) Plan$0
    Kaska Companies, Inc. · 2023
  10. 10
    Peak 8 Properties, LLC Dba Breckenridge Grand Vacations Employee Benefits Plannot reported in the loaded dataset
    Peak 8 Properties LLC · 2023
  11. 11
    Beaver Run Rental Holdings, LLC Employee Benefits Plannot reported in the loaded dataset
    Beaver Run Rental Holdings, LLC · 2023

Largest plans in Breckenridge → · Breckenridge plans by participants → · Breckenridge plans with financial data → · Breckenridge plans with provider compensation → · $1B+ plans in Breckenridge →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Breckenridge, CO?
11 plan(s) reported by 10 sponsor(s) are loaded for Breckenridge, CO.

Related Form 5500 pages