Plan5500

Fort Lauderdale, 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, Fort Lauderdale, FL has 250 loaded benefit plan(s) reported by 183 plan sponsor(s), with $5,801,351,875 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
250
Plan sponsors
183
Latest filing year
2023

What stands out in Fort Lauderdale

  • 250 loaded plans hold $5.8B in reported assets across 183 sponsors.
  • The largest, Autonation 401(K) Plan, holds 17% of reported Fort Lauderdale plan assets.
  • Plans cover 238,207 participants — about 953 per plan.
  • 54% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.8BSummed across loaded plans$5,797,466,852
Total reported assets$5.8B$5,801,351,875
Total reported participants238.2K238,207
Total reported liabilities$871.2K$871,179

Reported net position

Reported assets = net assets + liabilities (summed)$5.8B total assets
Net assets$5.8BLiabilities$871.2K
Contributions & income
Employer contributions$172.5M
Participant contributions$363.6M
Total income / additions$1.4B
Expenses & distributions
Benefits paid / distributions$574.4M
Total expenses$584M
Net increase / (decrease)$806.5M

Data coverage

Plans with financial statements135 / 250 (54%)
Plans with provider compensation99 / 250 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Lauderdale, 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

Fort Lauderdale market comparison

Largest plan share of assets17%Autonation 401(K) Plan
Participants per plan953Average across loaded plans
Plan sponsors183
Ranked by reported assets

Largest loaded plans in Fort Lauderdale

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

  1. 1
    Autonation 401(K) Plan$969.9M
    Autonation, Inc. · 2023
  2. 2
    Citrix Systems, Inc. 401(K) Plan$959.9M
    Cloud Software Group, Inc. · 2023
  3. 3
    Techtronic Industries 401(K) Retirement Plan$813M
    Milwaukee Electric Tool Corporation · 2023
  4. 4
    Nova Southeastern University 401(K) Plan$479M
    Nova Southeastern University, Inc. · 2023
  5. 5
    Nova Southeastern University 403(B) Plan (F/K/A Nova Southeastern University Defined Contribution Retirement Plan)$457.4M
    Nova Southeastern University, Inc. · 2023
  6. 6
    Thirty Fifteen Employee Stock Ownership Plan$324.4M
    The Berkley Group Inc. · 2023
  7. 7
    Kemet Employees' Savings Plan$163.7M
    Kemet Electronics Corporation · 2023
  8. 8
    Vista Family Of Companies 401(K) Multiple Employer Plan And Profit-Sharing Plan$109.5M
    Xojet Aviation, LLC · 2023
  9. 9
    Fabsouth, LLC 401(K) Plan$76.4M
    Fabsouth, LLC · 2023
  10. 10
    Universal Property & Casualty 401(K) Profit Sharing Plan$68.4M
    Universal Property & Casualty · 2023
  11. 11
    Pine Crest Preparatory School, Inc. Money Purchase Pension Plan$66.5M
    Pine Crest Preparatory School, Inc. · 2023
  12. 12
    Pine Crest Preparatory School, Inc. 403(B) Plan$64.4M
    Pine Crest Preparatory School, Inc. · 2023
  13. 13
    Berger Singerman, Llp 401(K) And Profit-Sharing Plan$59.1M
    Berger Singerman, Llp · 2023
  14. 14
    Trividia Health, Inc. Employee Flexible Compensation Plan$56.7M
    Trividia Health, Inc. · 2023
  15. 15
    Stiles Corporation 401(K) Plan$47.5M
    Stiles Corporation · 2023
  16. 16
    Hba Health Systems, LLC 401(K) Retirement Savings Plan$47.3M
    Hba Health Systems, LLC · 2023
  17. 17
    Becker & Poliakoff, P.A. 401(K) Profit Sharing Plan$47M
    Becker & Poliakoff, P.A. · 2023
  18. 18
    Convey Health Solutions 401(K) Plan$44.6M
    United States Pharmaceutical Gro · 2023
  19. 19
    Employees' Profit Sharing Plan Of North Broward Radiologists, P.A.$41M
    North Broward Radiologists, P.A. · 2023
  20. 20
    Mshs Group 401(K) Plan$36.5M
    Motor-Services Hugo Stamp, Inc. · 2023
  21. 21
    Life Extension Foundation Buyers Club Inc. 401k$34.6M
    Life Extension Foundation Buyers Cl · 2023
  22. 22
    Bbx Capital, Inc. 401(K) Plan$30.8M
    Bbx Capital, Inc. · 2023
  23. 23
    Mayors Jewelers, Inc. 401(K) Profit Sharing Plan And Trust$27.3M
    Mayors Jewelers, Inc. · 2023
  24. 24
    Childnet, Inc. 403(B) Plan$27M
    Childnet, Inc. · 2023
  25. 25
    Hotwire Communications 401(K) Plan$25.9M
    Hotwire Communications, Ltd. · 2023

Largest plans in Fort Lauderdale → · Fort Lauderdale plans by participants → · Fort Lauderdale plans with financial data → · Fort Lauderdale plans with provider compensation → · $1B+ plans in Fort Lauderdale →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fort Lauderdale, FL?
250 plan(s) reported by 183 sponsor(s) are loaded for Fort Lauderdale, FL.

Related Form 5500 pages