Boca Raton, 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, Boca Raton, FL has 312 loaded benefit plan(s) reported by 223 plan sponsor(s), with $8,497,096,305 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
312
Plan sponsors
223
Latest filing year
2023

What stands out in Boca Raton

  • 312 loaded plans hold $8.5B in reported assets across 223 sponsors.
  • The largest, Adt Security Corporation Retirement Savings And Investment Plan, holds 17% of reported Boca Raton plan assets.
  • Plans cover 343,425 participants — about 1,101 per plan.
  • 64% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.3BSummed across loaded plans$8,319,519,824
Total reported assets$8.5B$8,497,096,305
Total reported participants343.4K343,425
Total reported liabilities$44.9M$44,856,666

Reported net position

Reported assets = net assets + liabilities (summed)$8.5B total assets
Net assets$8.3BLiabilities$44.9M
Contributions & income
Employer contributions$206.7M
Participant contributions$450.2M
Total income / additions$1.9B
Expenses & distributions
Benefits paid / distributions$904.4M
Total expenses$930.3M
Net increase / (decrease)$977M

Data coverage

Plans with financial statements201 / 312 (64%)
Plans with provider compensation117 / 312 (38%)

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

Boca Raton market comparison

Largest plan share of assets17%Adt Security Corporation Retirement Savings And Investment Plan
Participants per plan1,101Average across loaded plans
Plan sponsors223
Ranked by reported assets

Largest loaded plans in Boca Raton

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

  1. 1
  2. 2
    Odp International, LLC · 2023
  3. 3
    Officemax Inc., A Wholly Owned Subsidiary Of The Odp Corporation · 2023
  4. 4
    Officemax Inc., A Wholly Owned Subsidiary Of The Odp Corporation · 2023
  5. 5
    Ncci Holdings, Inc. · 2023
  6. 6
  7. 7
    Anthology Inc. · 2023
  8. 8
    The Geo Group, Inc. · 2023
  9. 9
    Florida Woman Care, LLC · 2023
  10. 10
    Cross Country Healthcare · 2023
  11. 11
    Uwh Of The Carolinas, Pllc · 2023
  12. 12
    Bluegreen Vacations Corporation · 2023
  13. 13
  14. 14
    Sba Communications Corporation · 2023
  15. 15
    Gardaworld Cash Services, Inc. · 2023
  16. 16
    Modernizing Medicine, Inc. · 2023
  17. 17
    Digitalbridge Group Advisors, LLC · 2023
  18. 18
    Lynn University, Inc. · 2023
  19. 19
    Boca Raton Regional Hospital, Inc. · 2023
  20. 20
    Unified Women'S Healthcare Of Texas, Pllc · 2023
  21. 21
    Polen Capital Management, L.L.C. · 2023
  22. 22
    Avm, L.P. · 2023
  23. 23
    Ent And Allergy Associates Of Florida, LLC · 2023
  24. 24
    Saint Andrew'S School Of Boca Raton, Inc · 2023
  25. 25
    Mdvip, LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Boca Raton, FL?
312 plan(s) reported by 223 sponsor(s) are loaded for Boca Raton, FL.

Related Form 5500 pages