Fort Pierce, 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 Pierce, FL has 28 loaded benefit plan(s) reported by 21 plan sponsor(s), with $90,934,130 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $90,934,130
- Total reported liabilities (EOY)
- $13,558,166
- Total reported net assets (EOY)
- $77,375,964
Contributions & income
- Employer contributions
- $3,928,483
- Participant contributions
- $5,136,959
- Total income / additions
- $22,237,329
Expenses & distributions
- Benefits paid / distributions
- $5,874,352
- Total expenses
- $6,657,852
- Net increase / (decrease)
- $15,579,477
Coverage
- Total reported participants
- 6,087
- Plans with financial statements
- 16
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Pierce, 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 |
|---|---|---|---|
| Bernard Egan & Company 401(K) Plan | Bernard Egan & Company | $22,229,007 | 2023 |
| A-1 Global Holdings Esop Plan And Trust | A-1 Global Holdings, Inc. | $18,037,833 | 2023 |
| Southern Eagle Distributing, Inc 401(K) Retirement Plan | Southern Eagle Distributing, Inc | $13,004,926 | 2023 |
| Diamond R Fertilizer Co., Inc. Profit Sharing Plan | Diamond R Fertilizer Co., Inc. | $8,141,726 | 2023 |
| Palmdale Oil Company 401k | Palmdale Oil Company, LLC | $5,545,018 | 2023 |
| Orchid Island Juice Company 401(K) Profit Sharing Plan And Trust | Orchid Island Juice Company | $5,015,589 | 2023 |
| New Horizons Pension Plan | New Horizons Of The Treasure Coast, Inc. | $4,458,946 | 2023 |
| A-1 Industries Retirement Plan | A-1 Industries Of Florida, Inc. | $4,226,352 | 2023 |
| New Horizons Employee Savings Plan | New Horizons Of The Treasure Coast, Inc. | $3,718,078 | 2023 |
| Treasure Coast Lexus Treasure Coast Toyota 401(K) Plan | Treasure Coast Lexus | $3,627,841 | 2023 |
| Plankton Enterprises Inc. Retirement Plan | Plankton Enterprises Inc. | $1,090,371 | 2023 |
| Nalu 'Aio, Inc. Retirement Plan | Nalu 'Aio, Inc. | $684,571 | 2023 |
| Samuel V Rowe, D.M.D., P.A. Pension Trust | Samuel V Rowe Dmd Pa | $664,904 | 2023 |
| Kubitskey Trucking 401k | Kubitskey Trucking, Inc. | $270,444 | 2023 |
| All Pro Retirement Plan | All Pro Acquisitions, Inc. | $121,796 | 2023 |
| John Wenzel Waterfront Properties, Inc. 401k Profit Sharing Plan | John Wenzel Waterfront Properties, Inc. | $96,728 | 2023 |
| Vivo Healthcare, LLC | Vivo Healthcare, LLC | not reported in the loaded dataset | 2023 |
| Bernard Egan & Company Employee Welfare Benefit Plan | Bernard Egan & Company | not reported in the loaded dataset | 2023 |
| Traffic Management Solutions Welfare Benefits Plan | Traffic Management Solutions | not reported in the loaded dataset | 2023 |
| St. Lucie Battery & Tire Health And Welfare Plan | St. Lucie Battery & Tire | not reported in the loaded dataset | 2023 |
| Palmdale Oil Company, LLC Group Benefit Plan | Palmdale Oil Company, LLC | not reported in the loaded dataset | 2023 |
| A-1 Roof Trusses Ltd Plan Benefit | A-1 Roof Trusses Ltd | not reported in the loaded dataset | 2023 |
| Orchid Island Juice Company Welfare Benefit Plan | Orchid Island Juice Company | not reported in the loaded dataset | 2023 |
| New Horizons Of The Treasure Coast. Inc. Group Life And Dental Plan | New Horizons Of The Treasure Coast. Inc. | not reported in the loaded dataset | 2023 |
| New Horizons Of The Treasure Coast & Okeechobee Employee Health Benefits | New Horizons Of The Treasure Coast & Okeechobee | not reported in the loaded dataset | 2023 |
Largest plans in Fort Pierce → · Fort Pierce plans by participants → · Fort Pierce plans with financial data → · Fort Pierce plans with provider compensation → · $1B+ plans in Fort Pierce →
Related Form 5500 pages
- All FL Form 5500 filings
- Bernard Egan & Company 401(K) Plan (plan 003)
- Bernard Egan & Company — all reported plans
- A-1 Global Holdings Esop Plan And Trust (plan 003)
- A-1 Global Holdings, Inc. — all reported plans
- Southern Eagle Distributing, Inc 401(K) Retirement Plan (plan 002)
- Southern Eagle Distributing, Inc — all reported plans
- Diamond R Fertilizer Co., Inc. Profit Sharing Plan (plan 002)
- Diamond R Fertilizer Co., Inc. — all reported plans
- Palmdale Oil Company 401k (plan 001)
- Palmdale Oil Company, LLC — all reported plans
- Orchid Island Juice Company 401(K) Profit Sharing Plan And Trust (plan 002)
- Orchid Island Juice Company — all reported plans
- New Horizons Pension Plan (plan 001)
- New Horizons Of The Treasure Coast, Inc. — all reported plans
- A-1 Industries Retirement Plan (plan 002)
- A-1 Industries Of Florida, Inc. — all reported plans
- New Horizons Employee Savings Plan (plan 002)
- Treasure Coast Lexus Treasure Coast Toyota 401(K) Plan (plan 001)
- Treasure Coast Lexus — all reported plans
- Plankton Enterprises Inc. Retirement Plan (plan 001)
- Plankton Enterprises Inc. — all reported plans
- Nalu 'Aio, Inc. Retirement Plan (plan 001)
- Nalu 'Aio, Inc. — all reported plans
- Samuel V Rowe, D.M.D., P.A. Pension Trust (plan 003)
- Samuel V Rowe Dmd Pa — all reported plans
- Kubitskey Trucking 401k (plan 001)
- Kubitskey Trucking, Inc. — all reported plans
- All Pro Retirement Plan (plan 001)
- All Pro Acquisitions, Inc. — all reported plans
- Methodology
- Data sources