Plan5500

Arcadia, FL 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, Arcadia, FL has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $70,204,456 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Arcadia

  • 5 loaded plans hold $70.2M in reported assets across 3 sponsors.
  • The largest, Peace River Citrus Products, Inc. 401(K) Profit Sharing Plan & Trust, holds 92% of reported Arcadia plan assets.
  • Plans cover 1,415 participants — about 283 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$70.2MSummed across loaded plans$70,204,456
Total reported assets$70.2M$70,204,456
Total reported participants1.4K1,415
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$70.2M total assets
Net assets$70.2MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$2.5M
Total income / additions$15.1M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.4M
Net increase / (decrease)$10.7M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Arcadia, FL 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

Arcadia market comparison

Largest plan share of assets92%Peace River Citrus Products, Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan283Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Arcadia

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

  1. 1
    Peace River Citrus Products, Inc. 401(K) Profit Sharing Plan & Trust$64.6M
    Peace River Citrus Products, Inc. · 2023
  2. 2
    Bethel Farms, Lllp Retirement Plan$5.6M
    Bethel Farms, Lllp · 2023
  3. 3
    Alico, Inc. Employee Benefit Plannot reported in the loaded dataset
    Alico, Inc. · 2023
  4. 4
    Peace River Citrus Products, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Peace River Citrus Products, Inc. · 2023
  5. 5
    Bethel Farms, L.L.L.P. Employee Benefits Plannot reported in the loaded dataset
    Bethel Farms, L.L.L.P. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Arcadia, FL?
5 plan(s) reported by 3 sponsor(s) are loaded for Arcadia, FL.

Related Form 5500 pages