Plan5500

Fort Myers, 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 Myers, FL has 155 loaded benefit plan(s) reported by 121 plan sponsor(s), with $2,366,854,458 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
155
Plan sponsors
121
Latest filing year
2023

What stands out in Fort Myers

  • 155 loaded plans hold $2.4B in reported assets across 121 sponsors.
  • The largest, G.M.P. - Employers Retiree Trust, holds 23% of reported Fort Myers plan assets.
  • Plans cover 107,538 participants — about 694 per plan.
  • 62% of loaded plans report full Schedule H/I financial statements.
  • 34% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4BSummed across loaded plans$2,358,945,326
Total reported assets$2.4B$2,366,854,458
Total reported participants107.5K107,538
Total reported liabilities$4.9M$4,892,642

Reported net position

Reported assets = net assets + liabilities (summed)$2.4B total assets
Net assets$2.4BLiabilities$4.9M
Contributions & income
Employer contributions$85.9M
Participant contributions$137.4M
Total income / additions$619.4M
Expenses & distributions
Benefits paid / distributions$226.8M
Total expenses$235.1M
Net increase / (decrease)$384.3M

Data coverage

Plans with financial statements96 / 155 (62%)
Plans with provider compensation53 / 155 (34%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Myers, 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 Myers market comparison

Largest plan share of assets23%G.M.P. - Employers Retiree Trust
Participants per plan694Average across loaded plans
Plan sponsors121
Ranked by reported assets

Largest loaded plans in Fort Myers

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

  1. 1
    G.M.P. - Employers Retiree Trust$545.7M
    G.M.P.-Employers Retiree Trust · 2023
  2. 2
    Genesiscare Usa, Inc. Profit Sharing 401(K) Retirement Plan$265.8M
    Genesiscare Usa, Inc. · 2023
  3. 3
    Florida Cancer Specialists & Research Institute, LLC 401(K) Profit Sharing Plan & Trust$257.9M
    Florida Cancer Specialists & Research Institute, LLC · 2023
  4. 4
    Chico'S Fas, Inc. 401(K) Elective Deferral Plan$174.8M
    Chico'S Fas, Inc. · 2023
  5. 5
    Neogenomics Laboratories, Inc. 401(K) Profit Sharing Plan$158.7M
    Neogenomics Laboratories, Inc. · 2023
  6. 6
    Millennium Physician Group 401(K) Plan & Trust$158.6M
    Millennium Physician Group, LLC · 2023
  7. 7
    B & I Contractors, Inc. Employee Stock Ownership Plan$101.7M
    B & I Contractors, Inc. · 2023
  8. 8
    Aqua Dermatology 401(K) Profit Sharing Plan$43.4M
    Naples Center For Dermatology And Cosmetic Surgery · 2023
  9. 9
    Shell Point Thrift Plan$42.5M
    The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R · 2023
  10. 10
    Henderson, Franklin, Starnes & Holt, P.A. Employee Profit Sharing Plan$34.6M
    Henderson Franklin Starnes & Holt, P.A. · 2023
  11. 11
    Finemark National Bank & Trust 401(K) Plan$32.7M
    Finemark National Bank & Trust · 2023
  12. 12
    Radiology Regional Center, P. A. Profit-Sharing/401(K) Plan$30.9M
    Radiology Regional Center, P.A. · 2023
  13. 13
    Physicians Primary Care Of Southwest Florida, P.L. 401(K) Profit Sharing Plan And Trust$27.2M
    Physicians Primary Care Of Southwest Florida, P.L. · 2023
  14. 14
    Ltc Global, Inc. 401(K) Plan$26.5M
    Ltc Global, Inc. · 2023
  15. 15
    Florida Heart Associates Retirement Plan$25.9M
    Florida Heart Associates, P.L. · 2023
  16. 16
    401(A) Profit-Sharing Plan For Employees Of Family Health Centers Of Southwest Florida, Inc.$23.9M
    Family Health Centers Of South · 2023
  17. 17
    Somero Enterprises, Inc 401(K) Profit Sharing Plan And Trust$21.5M
    Somero Enterprises Inc · 2023
  18. 18
    Tax Deferred Annuity Plan Of Family Health Centers Of Southwest Florida, Inc.$20M
    Family Health Centers Of Southwest Florida, Inc. · 2023
  19. 19
    Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan$20M
    Payroll Made Easy, Inc. Dba Continuum Hr · 2023
  20. 20
    Alico, Inc. 401(K) Profit Sharing Plan$17.9M
    Alico, Inc. · 2023
  21. 21
    Canterbury School, Inc. 403(B) Retirement Plan$17.9M
    The Canterbury School, Inc. · 2023
  22. 22
    Foster & Foster Consulting Actuaries, Inc. 401(K) Plan$17.5M
    Foster & Foster Consulting Actuaries, Inc. · 2023
  23. 23
    B & I Contractors, Inc. 401(K) Plan$16.4M
    B & I Contractors, Inc. · 2023
  24. 24
    Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan$16.3M
    Johnson Engineering, Inc. · 2023
  25. 25
    Softserve, Inc. 401(K) Plan$15.8M
    Softserve, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fort Myers, FL?
155 plan(s) reported by 121 sponsor(s) are loaded for Fort Myers, FL.

Related Form 5500 pages