Clewiston, 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, Clewiston, FL has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $458,372,246 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $458,372,246
- Total reported liabilities (EOY)
- $22,909,875
- Total reported net assets (EOY)
- $435,462,371
Contributions & income
- Employer contributions
- $1,758,826
- Participant contributions
- $3,842,778
- Total income / additions
- $98,739,106
Expenses & distributions
- Benefits paid / distributions
- $60,418,184
- Total expenses
- $61,854,966
- Net increase / (decrease)
- $36,884,140
Coverage
- Total reported participants
- 9,691
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clewiston, 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 |
|---|---|---|---|
| United States Sugar Corporation - Esop Ownership Plan | United States Sugar Corporation | $237,405,762 | 2023 |
| Imperial Sugar Company Retirement Plan | United States Sugar Savannah Refinery LLC | $132,726,983 | 2023 |
| United States Sugar Corporation 401(K) Savings Plan | United States Sugar Corporation | $48,015,390 | 2023 |
| United States Sugar Corp - Rip Retirement Income Plan | United States Sugar Corporation | $30,083,174 | 2023 |
| First Bank Of Clewiston Esop &401(K) Profit Sharing Plan | First Bank Of Clewiston | $10,140,937 | 2023 |
| United States Sugar Corporation Health And Welfare Plan | United States Sugar Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Clewiston → · Clewiston plans by participants → · Clewiston plans with financial data → · Clewiston plans with provider compensation → · $1B+ plans in Clewiston →
Related Form 5500 pages
- All FL Form 5500 filings
- United States Sugar Corporation - Esop Ownership Plan (plan 009)
- United States Sugar Corporation — all reported plans
- Imperial Sugar Company Retirement Plan (plan 003)
- United States Sugar Savannah Refinery LLC — all reported plans
- United States Sugar Corporation 401(K) Savings Plan (plan 003)
- United States Sugar Corp - Rip Retirement Income Plan (plan 002)
- First Bank Of Clewiston Esop &401(K) Profit Sharing Plan (plan 002)
- First Bank Of Clewiston — all reported plans
- United States Sugar Corporation Health And Welfare Plan (plan 513)
- Methodology
- Data sources