Estero, 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, Estero, FL has 22 loaded benefit plan(s) reported by 13 plan sponsor(s), with $1,385,965,749 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,385,965,749
- Total reported liabilities (EOY)
- $640,808
- Total reported net assets (EOY)
- $1,385,324,941
Contributions & income
- Employer contributions
- $22,162,628
- Participant contributions
- $40,174,148
- Total income / additions
- $608,944,411
Expenses & distributions
- Benefits paid / distributions
- $99,005,470
- Total expenses
- $421,867,661
- Net increase / (decrease)
- $187,076,750
Coverage
- Total reported participants
- 49,799
- Plans with financial statements
- 16
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Estero, 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 |
|---|---|---|---|
| Hertz Corporation Income Savings Plan | The Hertz Corporation | $575,145,360 | 2023 |
| The Hertz Corporation Master Trust | The Hertz Corporation | $346,247,396 | 2023 |
| The Hertz Corporation Account Balance Defined Benefit Pension Plan | The Hertz Corporation | $341,960,759 | 2023 |
| Atlantic Dental Care 401(K) Profit Sharing Plan | Atlantic Dental Care, Plc | $76,009,114 | 2023 |
| Naturipe Farms 401(K) Plan | Naturipe Farms, LLC. | $20,924,326 | 2023 |
| Western Global Airlines 401(K) Profit Sharing | Western Global Airlines | $8,937,390 | 2023 |
| Miromar Development Corporation 401(K) Plan | Miromar Development Corporation | $8,135,717 | 2023 |
| Sunnygrove Landscaping & Nursery, Inc. 401(K) Plan | Sunnygrove Landscaping & Nursery, Inc. | $3,817,619 | 2023 |
| Retirement Income Plan For Employees Of Armstrong Flooring, Inc. | Armstrong Flooring, Inc | $1,769,568 | 2023 |
| Ted Todd Insurance Agency, Inc.401(K) Profit Sharing Plan And Trust | Ted Todd Insurance Agency, Inc. | $1,023,992 | 2023 |
| Estero Country Club, Inc. 401(K) Plan | Estero Country Club, Inc. | $829,023 | 2023 |
| Spuds Fitness, Inc. Retirement Plan | Spuds Fitness, Inc. | $567,119 | 2023 |
| Puerto Ricancars, Inc. Income Savings Plan | The Hertz Corporation | $378,518 | 2023 |
| Mcglothlin Enterprises, Inc. 401(K) Profit Sharing Plan | Mcglothlin Enterprises, Inc. | $219,848 | 2023 |
| Self Employed Retirement Plan For Thomas Lease | Thomas Lease | $0 | 2023 |
| Western Global Airlines, Inc. Employee Stock Ownership Plan | Western Global Airlines | $0 | 2023 |
| Naturipe Farms, LLC Employee Benefits Plan | Naturipe Farms, LLC | not reported in the loaded dataset | 2023 |
| Atlantic Dental Care Plc Welfare Benefit Plan | Atlantic Dental Care Plc | not reported in the loaded dataset | 2023 |
| Hertz Custom Benefit Program | The Hertz Corporation | not reported in the loaded dataset | 2023 |
| Miromar Development Corporation Employee Benefit Plan | Miromar Development Corporation | not reported in the loaded dataset | 2023 |
| Western Global Airlines Inc. Employee Benefit Welfare Plan | Western Global Airlines Inc. | not reported in the loaded dataset | 2023 |
| O'Donnell Landscapes, Inc. Employee Benefits Plan | O'Donnell Landscapes, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Estero → · Estero plans by participants → · Estero plans with financial data → · Estero plans with provider compensation → · $1B+ plans in Estero →
Related Form 5500 pages
- All FL Form 5500 filings
- Hertz Corporation Income Savings Plan (plan 003)
- The Hertz Corporation — all reported plans
- The Hertz Corporation Master Trust (plan 009)
- The Hertz Corporation Account Balance Defined Benefit Pension Plan (plan 001)
- Atlantic Dental Care 401(K) Profit Sharing Plan (plan 001)
- Atlantic Dental Care, Plc — all reported plans
- Naturipe Farms 401(K) Plan (plan 001)
- Naturipe Farms, LLC. — all reported plans
- Western Global Airlines 401(K) Profit Sharing (plan 001)
- Western Global Airlines — all reported plans
- Miromar Development Corporation 401(K) Plan (plan 001)
- Miromar Development Corporation — all reported plans
- Sunnygrove Landscaping & Nursery, Inc. 401(K) Plan (plan 001)
- Sunnygrove Landscaping & Nursery, Inc. — all reported plans
- Retirement Income Plan For Employees Of Armstrong Flooring, Inc. (plan 001)
- Armstrong Flooring, Inc — all reported plans
- Ted Todd Insurance Agency, Inc.401(K) Profit Sharing Plan And Trust (plan 001)
- Ted Todd Insurance Agency, Inc. — all reported plans
- Estero Country Club, Inc. 401(K) Plan (plan 001)
- Estero Country Club, Inc. — all reported plans
- Spuds Fitness, Inc. Retirement Plan (plan 001)
- Spuds Fitness, Inc. — all reported plans
- Puerto Ricancars, Inc. Income Savings Plan (plan 006)
- Mcglothlin Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mcglothlin Enterprises, Inc. — all reported plans
- Self Employed Retirement Plan For Thomas Lease (plan 001)
- Thomas Lease — all reported plans
- Methodology
- Data sources