Coral Gables, 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, Coral Gables, FL has 152 loaded benefit plan(s) reported by 103 plan sponsor(s), with $11,427,332,717 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
152
Plan sponsors
103
Latest filing year
2023

What stands out in Coral Gables

  • 152 loaded plans hold $11.4B in reported assets across 103 sponsors.
  • The largest, Baptist Health South Florida, Inc. 403(B) Employee Retirement Plan, holds 20% of reported Coral Gables plan assets.
  • Plans cover 260,640 participants — about 1,715 per plan.
  • 61% 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$11.2BSummed across loaded plans$11,164,451,967
Total reported assets$11.4B$11,427,332,717
Total reported participants260.6K260,640
Total reported liabilities$262.9M$262,880,751

Reported net position

Reported assets = net assets + liabilities (summed)$11.4B total assets
Net assets$11.2BLiabilities$262.9M
Contributions & income
Employer contributions$322.4M
Participant contributions$441.3M
Total income / additions$2.3B
Expenses & distributions
Benefits paid / distributions$689.5M
Total expenses$709.4M
Net increase / (decrease)$1.6B

Data coverage

Plans with financial statements92 / 152 (61%)
Plans with provider compensation58 / 152 (38%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coral Gables, 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

Coral Gables market comparison

Largest plan share of assets20%Baptist Health South Florida, Inc. 403(B) Employee Retirement Plan
Participants per plan1,715Average across loaded plans
Plan sponsors103
Ranked by reported assets

Largest loaded plans in Coral Gables

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

  1. 1
    Baptist Health South Florida, Inc. · 2023
  2. 2
    University Of Miami · 2023
  3. 3
  4. 4
  5. 5
  6. 6
    Mastec, Inc. · 2023
  7. 7
    University Of Miami · 2023
  8. 8
    Fiduciary Trust International Of The South · 2023
  9. 9
    Fiduciary Trust International Of The South · 2023
  10. 10
  11. 11
    Fiduciary Trust International Of The South · 2023
  12. 12
    Bayview Asset Management LLC · 2023
  13. 13
    University Of Miami · 2023
  14. 14
    Bacardi U.S.A., Inc. · 2023
  15. 15
    Baptist Health South Florida, Inc. · 2023
  16. 16
    Amerant Bank, N.A. · 2023
  17. 17
    Del Monte Fresh Produce Company · 2023
  18. 18
    Bacardi U.S.A., Inc. · 2023
  19. 19
    Gables Engineering, Inc. · 2023
  20. 20
    Kidz Medical Services, Inc. · 2023
  21. 21
    Cyxtera Management, Inc. · 2023
  22. 22
    University Of Miami · 2023
  23. 23
    Wicker, Smith, Ohara, Mccoy & Ford, P.A. · 2023
  24. 24
    Allvue Systems, LLC · 2023
  25. 25
    One Spa World,LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Coral Gables, FL?
152 plan(s) reported by 103 sponsor(s) are loaded for Coral Gables, FL.

Related Form 5500 pages