Clearwater, 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, Clearwater, FL has 221 loaded benefit plan(s) reported by 146 plan sponsor(s), with $5,059,429,289 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 221
- Plan sponsors
- 146
- Latest filing year
- 2023
What stands out in Clearwater
- 221 loaded plans hold $5.1B in reported assets across 146 sponsors.
- The largest, Baycare Health System Retirement Plan, holds 53% of reported Clearwater plan assets.
- Plans cover 201,190 participants — about 910 per plan.
- 62% of loaded plans report full Schedule H/I financial statements.
- 39% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clearwater, 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.
Clearwater market comparison
Largest loaded plans in Clearwater
Bars show each plan's reported end-of-year assets relative to the largest.
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- 7Independent Administrative Services, L.L.C. · 2023
- 8Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. · 2023
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- 10
- 11
- 12Plan Compliance Services, Inc. · 2023
- 13Clearwater Cardiovascular And Interventional Consultants, Md, Pa · 2023
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- 15
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- 17
- 18
- 19
- 20
- 21
- 22
- 23
- 24
- 25
Largest plans in Clearwater → · Clearwater plans by participants → · Clearwater plans with financial data → · Clearwater plans with provider compensation → · $1B+ plans in Clearwater →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Clearwater, FL?
- 221 plan(s) reported by 146 sponsor(s) are loaded for Clearwater, FL.
Related Form 5500 pages
- All FL Form 5500 filings
- Baycare Health System Retirement Plan (plan 001)
- Baycare Health System — all reported plans
- Lincare Employees' 401(K) Plan (plan 001)
- Lincare Inc. — all reported plans
- Marinemax, Inc. 401(K) Profit Sharing Plan (plan 001)
- Marinemax, Inc. — all reported plans
- The Platinum 401(K) Retirement Savings Plan (plan 004)
- Plan Fiduciary Services, Inc. — all reported plans
- Frankcrum Retirement Savings Plan (plan 333)
- Frankcrum 11, Inc. — all reported plans
- New Horizons 401(K) Plan (plan 001)
- Soft Computer Consultants, Inc. — all reported plans
- Independent Administrative Services, L.L.C. 401(K) Plan (plan 001)
- Independent Administrative Services, L.L.C. — all reported plans
- Johnson, Pope Profit Sharing Plan And Trust (plan 001)
- Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. — all reported plans
- Onedigital Open Pooled Employer Plan (plan 008)
- Enterprise Select Pooled Employer Plan (plan 009)
- Pods Enterprises, LLC Non-Union 401(K) Savings Plan (plan 002)
- Pods Enterprises, LLC — all reported plans
- Risk Strategies Pooled Employer Plan For Private Equity Portfolio Co'S (plan 030)
- Plan Compliance Services, Inc. — all reported plans
- Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) Profit Sharing Plan (plan 001)
- Clearwater Cardiovascular And Interventional Consultants, Md, Pa — all reported plans
- Baycare Health System 403(B) Program (plan 002)
- Knowbe4, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Knowbe4, Inc. — all reported plans
- Methodology
- Data sources