Plan5500

Homestead, 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, Homestead, FL has 18 loaded benefit plan(s) reported by 13 plan sponsor(s), with $30,590,101 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
13
Latest filing year
2023

What stands out in Homestead

  • 18 loaded plans hold $30.6M in reported assets across 13 sponsors.
  • The largest, Brooks Tropicals 401(K) Plan, holds 33% of reported Homestead plan assets.
  • Plans cover 2,937 participants — about 163 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.6MSummed across loaded plans$30,590,101
Total reported assets$30.6M$30,590,101
Total reported participants2.9K2,937
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.6M total assets
Net assets$30.6MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$2.1M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.2M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements9 / 18 (50%)
Plans with provider compensation4 / 18 (22%)

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

Homestead market comparison

Largest plan share of assets33%Brooks Tropicals 401(K) Plan
Participants per plan163Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Homestead

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

  1. 1
    Brooks Tropicals 401(K) Plan$10M
    Brooks Tropicals, LLC · 2023
  2. 2
    American Care Inc. Employee Retirement Savings Plan$5.8M
    American Care Inc. · 2023
  3. 3
    The Redland Company, Inc. 401(K) Plan$4.2M
    The Redland Company, Inc. · 2023
  4. 4
    Le Jardin Community Center 401(K) And Profit Sharing Plan$3.9M
    Le Jardin Community Center · 2023
  5. 5
    Atlantic Sapphire Usa, LLC 401(K) Profit Sharing Plan$3.5M
    Atlantic Sapphire Usa, LLC · 2023
  6. 6
    Pat Delvecchio Ins. Agency Inc Profit Sharing Plan$2.8M
    Pat Delvecchio Insurance Agency In · 2023
  7. 7
    Blackleaf Enterprises Inc. Retirement Plan$400.5K
    Blackleaf Enterprises Inc. · 2023
  8. 8
    Kross Solutions, Inc. 401(K) Plan$1.6K
    Kross Solutions, Inc. · 2023
  9. 9
    Viado Incorporated Retirement Plan$0
    Viado Incorporated · 2023
  10. 10
    Marlin Engineering, Inc. Benefit Plannot reported in the loaded dataset
    Marlin Engineering, Inc. · 2023
  11. 11
    American Care Inc. Employee Benefits Plannot reported in the loaded dataset
    American Care Inc. · 2023
  12. 12
    The Redland Company Inc. Welfare Benefit Plannot reported in the loaded dataset
    The Redland Company Inc. · 2023
  13. 13
    Brooks Tropical, LLC Welfare Benefit Plannot reported in the loaded dataset
    Brooks Tropical, LLC · 2023
  14. 14
    Le Jardin Community Center Welfare Benefit Plannot reported in the loaded dataset
    Le Jardin Community Center, Inc. · 2023
  15. 15
    Contender Boats Inc. Welfare Benefit Plannot reported in the loaded dataset
    Contender Boats Inc. · 2023
  16. 16
    Atlantic Sapphire Health & Welfare Plannot reported in the loaded dataset
    Atlantic Sapphire Usa, LLC · 2023
  17. 17
    Dunham Bush Employee Welfare Benefits Plannot reported in the loaded dataset
    Dunham-Bush Usa LLC · 2023
  18. 18
    South Dade Dealership LLC Employee Welfare Benefits Plannot reported in the loaded dataset
    South Dade Dealership, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Homestead, FL?
18 plan(s) reported by 13 sponsor(s) are loaded for Homestead, FL.

Related Form 5500 pages