Bartow, 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, Bartow, FL has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $35,630,857 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $35,630,857
- Total reported liabilities (EOY)
- $48
- Total reported net assets (EOY)
- $35,630,809
Contributions & income
- Employer contributions
- $3,457,204
- Participant contributions
- $7,196,294
- Total income / additions
- $25,245,348
Expenses & distributions
- Benefits paid / distributions
- $12,348,738
- Total expenses
- $12,823,632
- Net increase / (decrease)
- $12,421,716
Coverage
- Total reported participants
- 5,704
- Plans with financial statements
- 6
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bartow, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Peace River Center For Personal Development, Inc. 401(K) Plan | Peace River Center For Personal Development, Inc. | $14,454,857 | 2023 |
| Bartow Ford Co. 401(K) Retirement Plan | Bartow Ford Co. | $13,926,545 | 2023 |
| Cc1 Florida Employees Retirement Savings Plan | Florida Can Manufacturing, LLC | $3,507,137 | 2023 |
| Trans-Phos, Inc. Retirement Savings Plan | Trans-Phos, Inc. | $3,291,895 | 2023 |
| Rocky Top Cuts Inc. Retirement Plan | Rocky Top Cuts Inc. | $450,423 | 2023 |
| Palletone, Inc. 401(K) Retirement Plan | Palletone, Inc. | $0 | 2023 |
| Trans Phos Inc Group Life Insurance Plan | Trans Phos Inc. | not reported in the loaded dataset | 2023 |
| Dolime Minerals Company Dba American Construction & Engineering Welfare Benefits Plan | Dolime Minerals Company Dba American Construction & Engineering | not reported in the loaded dataset | 2023 |
| Palletone, Inc. Health Plan | Palletone, Inc. | not reported in the loaded dataset | 2023 |
| The Company Cafeteria Plan | Bartow Ford Company | not reported in the loaded dataset | 2023 |
| Peace River Center Health Care & Dependent Care Assistance Choice Plan | Peace River Center For Personal Development, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Bartow → · Bartow plans by participants → · Bartow plans with financial data → · Bartow plans with provider compensation → · $1B+ plans in Bartow →
Related Form 5500 pages
- All FL Form 5500 filings
- Peace River Center For Personal Development, Inc. 401(K) Plan (plan 004)
- Peace River Center For Personal Development, Inc. — all reported plans
- Bartow Ford Co. 401(K) Retirement Plan (plan 003)
- Bartow Ford Co. — all reported plans
- Cc1 Florida Employees Retirement Savings Plan (plan 001)
- Florida Can Manufacturing, LLC — all reported plans
- Trans-Phos, Inc. Retirement Savings Plan (plan 001)
- Trans-Phos, Inc. — all reported plans
- Rocky Top Cuts Inc. Retirement Plan (plan 001)
- Rocky Top Cuts Inc. — all reported plans
- Palletone, Inc. 401(K) Retirement Plan (plan 001)
- Palletone, Inc. — all reported plans
- Trans Phos Inc Group Life Insurance Plan (plan 501)
- Dolime Minerals Company Dba American Construction & Engineering Welfare Benefits Plan (plan 505)
- Dolime Minerals Company Dba American Construction & Engineering — all reported plans
- Palletone, Inc. Health Plan (plan 501)
- The Company Cafeteria Plan (plan 501)
- Peace River Center Health Care & Dependent Care Assistance Choice Plan (plan 502)
- Methodology
- Data sources