Plan5500

Hobe Sound, 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, Hobe Sound, FL has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $19,200,926 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
10
Latest filing year
2023

What stands out in Hobe Sound

  • 10 loaded plans hold $19.2M in reported assets across 10 sponsors.
  • The largest, Jupiter Island Holdings, Inc. 401(K) Plan, holds 51% of reported Hobe Sound plan assets.
  • Plans cover 473 participants — about 47 per plan.
  • 90% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.2MSummed across loaded plans$19,198,244
Total reported assets$19.2M$19,200,926
Total reported participants473
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.2M total assets
Net assets$19.2MLiabilities$0
Contributions & income
Employer contributions$452.1K
Participant contributions$950K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements9 / 10 (90%)
Plans with provider compensation1 / 10 (10%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hobe Sound, 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

Hobe Sound market comparison

Largest plan share of assets51%Jupiter Island Holdings, Inc. 401(K) Plan
Participants per plan47Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Hobe Sound

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

  1. 1
    Jupiter Island Holdings, Inc. 401(K) Plan$9.8M
    Jupiter Island Holdings, Inc. · 2023
  2. 2
    Loblolly, Inc. 401(K) Profit Sharing Plan$3.7M
    Loblolly, Inc. · 2023
  3. 3
    Medalist Golf Club, Inc. 401(K) Profit Sharing Plan And Trust$3M
    Medalist Golf Club, Inc. · 2023
  4. 4
    Muse Enterprises, Inc. 401(K) Profit Sharing Plan$987.3K
    Muse Enterprises, Inc. · 2023
  5. 5
    H.J.V. Enterprises Inc. Retirement Plan$533.8K
    H.J.V. Enterprises Inc. · 2023
  6. 6
    Martin Sjs, Inc. 401k Plan$478.6K
    Martin Sjs, Inc. · 2023
  7. 7
    Pool Company Of Treasure Coast Inc. 401(K) Plan$300.8K
    Pool Company Of Treasure Coast Inc. · 2023
  8. 8
    Lebarons Corporation 401(K) Plan$201.1K
    Lebarons Corporation · 2023
  9. 9
    Rudder Investment Group, Inc. 401(K) Plan$144.6K
    Rudder Investment Group, Inc. · 2023
  10. 10
    Treasure Coast Irrigation & Landscape LLC Employee Welfare Benefits Plannot reported in the loaded dataset
    Treasure Coast Irrigation & Landscape LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hobe Sound, FL?
10 plan(s) reported by 10 sponsor(s) are loaded for Hobe Sound, FL.

Related Form 5500 pages