Plan5500

Babcock Ranch, 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, Babcock Ranch, FL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,225,533 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Babcock Ranch

  • 1 loaded plans hold $1.2M in reported assets across 1 sponsors.
  • The largest, Babcock Neighborhood School 401(K) Plan, holds 100% of reported Babcock Ranch plan assets.
  • Plans cover 155 participants — about 155 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,225,533
Total reported assets$1.2M$1,225,533
Total reported participants155
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$142.1K
Participant contributions$320.2K
Total income / additions$602.8K
Expenses & distributions
Benefits paid / distributions$135.5K
Total expenses$147.2K
Net increase / (decrease)$455.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Babcock Ranch market comparison

Largest plan share of assets100%Babcock Neighborhood School 401(K) Plan
Participants per plan155Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Babcock Ranch

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

  1. 1
    Babcock Neighborhood School 401(K) Plan$1.2M
    Babcock Neighborhood School, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Babcock Ranch, FL?
1 plan(s) reported by 1 sponsor(s) are loaded for Babcock Ranch, FL.

Related Form 5500 pages