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Employers › California

Employer · plans filed under one EIN

International Bay Clubs, LLC

Newport Beach, CA · Accommodation and food services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$21.4Mnet assets across plans
809participant records631 active
$572Kemployer contributions, latest plan years$906 per active record
$59KSchedule C compensation to organisations$72.58 per participant record

2 retirement plans with 100 or more participants file Form 5500 under International Bay Clubs, LLC's employer identification number (Newport Beach, California). Their latest filings total 809 participant records and $21.4M in net assets.

The largest is International Bay Clubs, LLC Savings and Retirement Plan, a 401(k) plan with 585 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $572K and participant contributions $1.9M in the latest plan years; benefits paid were $1.8M. Schedule C compensation reported to service provider organisations totalled $59K.

Combined net assets moved from $9.4M in 2012 to $21.4M in 2024 (up 127%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
International Bay Clubs, LLC Savings and Retirement Plan401(k) plan2024585$17.7M$30,270$1,290$49K
Balboa Bay Club Bargaining Unit Plan401(k) plan2024224$3.7M$16,644$22$10K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2012: $9.4M2013: $10.1M2014: $10.5M2015: $10.0M2016: $10.0M2017: $12.1M2018: $12.0M2019: $14.8M2020: $16.4M2021: $18.1M2022: $16.8M2023: $18.5M2024: $21.4M$9.4M$21.4M2012201620202024
Combined net assets
2012: 5472013: 4802014: 5202015: 5112016: 5362017: 6102018: 9772019: 6432020: 5702021: 5772022: 6972023: 9462024: 8095479778092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242809$21.4M$571K$1.9M
20232946$18.5M$524K$1.7M
20222697$16.8M$433K$1.4M
20212577$18.1M$337K$1.1M
20202570$16.4M$283K$904K
20192643$14.8M$365K$954K
20182977$12.0M$259K$682K
20172610$12.1M$218K$532K
20162536$10.0M$204K$483K
20152511$10.0M$203K$496K
20142520$10.5M$211K$558K
20132480$10.1M$190K$571K
20122547$9.4M$250K$634K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
The Baldwin Group Wealth AdvisorsInvestment advisory (plan)2$58,718
Empower Annuity Insurance Company—2$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

The Baldwin Group Wealth Advisors$59K
Empower Annuity Insurance Company$0

Questions and answers

How many retirement plans does International Bay Clubs, LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: International Bay Clubs, LLC Savings and Retirement Plan and Balboa Bay Club Bargaining Unit Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does International Bay Clubs, LLC contribute to its plans?

$571,575 in employer contributions across these plans in their latest plan years, about $906 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name The Baldwin Group Wealth Advisors and Empower Annuity Insurance Company. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.