Plan5500

Auburndale, 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, Auburndale, FL has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $19,347,322 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Auburndale

  • 4 loaded plans hold $19.3M in reported assets across 2 sponsors.
  • The largest, Cutrale Usa Retirement Savings Plan, holds 100% of reported Auburndale plan assets.
  • Plans cover 1,508 participants — about 377 per plan.
  • 25% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.3MSummed across loaded plans$19,347,322
Total reported assets$19.3M$19,347,322
Total reported participants1.5K1,508
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.3M total assets
Net assets$19.3MLiabilities$0
Contributions & income
Employer contributions$372.2K
Participant contributions$1.1M
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.4M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation2 / 4 (50%)

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

Auburndale market comparison

Largest plan share of assets100%Cutrale Usa Retirement Savings Plan
Participants per plan377Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Auburndale

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

  1. 1
    Cutrale Usa Retirement Savings Plan$19.3M
    Cutrale Citrus Juices Usa, Inc · 2023
  2. 2
    Bynum Transport Health And Group Onlynot reported in the loaded dataset
    Bynum Transport Inc. · 2023
  3. 3
    Cutrale Citrus Juices Usa, Inc. Health And Welfare Plannot reported in the loaded dataset
    Cutrale Citrus Juices Usa, Inc. · 2023
  4. 4
    Cutrale Citrus Juices Usa Inc Dental Plannot reported in the loaded dataset
    Cutrale Citrus Juices Usa, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Auburndale, FL?
4 plan(s) reported by 2 sponsor(s) are loaded for Auburndale, FL.

Related Form 5500 pages