Plan5500

Ft. 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, Ft. Myers, FL has 26 loaded benefit plan(s) reported by 23 plan sponsor(s), with $100,862,035 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
26
Plan sponsors
23
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$100.9MSummed across loaded plans$100,862,035
Total reported assets$100.9M$100,862,035
Total reported participants6.6K6,561
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$100.9M total assets
Net assets$100.9MLiabilities$0
Contributions & income
Employer contributions$3.5M
Participant contributions$6M
Total income / additions$24.2M
Expenses & distributions
Benefits paid / distributions$15.3M
Total expenses$15.9M
Net increase / (decrease)$8.3M

Data coverage

Plans with financial statements16 / 26 (62%)
Plans with provider compensation7 / 26 (27%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ft. 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

Ft. Myers market comparison

Largest plan share of assets2%Storage Works, Inc. 401(K) Profit Sharing Plan
Participants per plan252Average across loaded plans
Plan sponsors23
Ranked by reported assets

Largest loaded plans in Ft. Myers

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

  1. 1
    Storage Works, Inc. 401(K) Profit Sharing Plan$2.1M
    Storage Works, Inc. · 2023
  2. 2
    Jackson-Bear Group, Inc. Profit Sharing Plan$355.6K
    Jackson-Bear Group, Inc. · 2023
  3. 3
    Naples Soap Company, Inc. Employee Stock Ownership Plan And Trust$1.1K
    Naples Soap Company, Inc. · 2023
  4. 4
    Fort Myers Broadcasting Health And Welfare Plannot reported in the loaded dataset
    Fort Myers Broadcasting Co. · 2023
  5. 5
    Saluscare Health And Welfare Benefits Plannot reported in the loaded dataset
    Saluscare, Inc. · 2023
  6. 6
    Storm Smart Building Systems, Inc. Welfare Plannot reported in the loaded dataset
    Storm Smart Building Systems, Inc. · 2023
  7. 7
    Cougar Companies, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Cougar Companies, Inc. · 2023
  8. 8
    Heritage Palms Golf & Country Club Employee Benefit Welfare Plannot reported in the loaded dataset
    Heritage Palms Golf & Country Club · 2023
  9. 9
    Elite Electrical Welfare Benefit Plannot reported in the loaded dataset
    Elite Electrical Contractors · 2023
  10. 10
    American Oncology Health And Welfare Plannot reported in the loaded dataset
    American Oncology Network, Inc. · 2023
  11. 11
    Leesar, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Leesar, Inc. · 2023
  12. 12
    Robb & Stucky International Health And Welfare Fundnot reported in the loaded dataset
    Robb & Stucky International, Inc. · 2023

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

Related Form 5500 pages