Plan5500

Jacksonville, 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, Jacksonville, FL has 685 loaded benefit plan(s) reported by 470 plan sponsor(s), with $37,350,817,806 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
685
Plan sponsors
470
Latest filing year
2023

What stands out in Jacksonville

  • 685 loaded plans hold $37.4B in reported assets across 470 sponsors.
  • The largest, Fidelity National Information Services, Inc. 401(K) Profit Sharing Plan, holds 12% of reported Jacksonville plan assets.
  • Plans cover 808,815 participants — about 1,181 per plan.
  • 61% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.8BSummed across loaded plans$36,764,377,953
Total reported assets$37.4B$37,350,817,806
Total reported participants808.8K808,815
Total reported liabilities$578.2M$578,194,841

Reported net position

Reported assets = net assets + liabilities (summed)$37.4B total assets
Net assets$36.8BLiabilities$578.2M
Contributions & income
Employer contributions$678.4M
Participant contributions$1.2B
Total income / additions$7.6B
Expenses & distributions
Benefits paid / distributions$2.9B
Total expenses$2.9B
Net increase / (decrease)$4.7B

Data coverage

Plans with financial statements419 / 685 (61%)
Plans with provider compensation244 / 685 (36%)

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

Jacksonville market comparison

Largest plan share of assets12%Fidelity National Information Services, Inc. 401(K) Profit Sharing Plan
Participants per plan1,181Average across loaded plans
Plan sponsors470
Ranked by reported assets

Largest loaded plans in Jacksonville

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

  1. 1
    Fidelity National Information Services, Inc. 401(K) Profit Sharing Plan$4.6B
    Fidelity National Information Services, Inc. · 2023
  2. 2
    Csx Corporation Master Retirement Savings Plan & Trust$2.9B
    Csx Corporation · 2023
  3. 3
    The Fidelity National Financial Group 401(K) Profit Sharing Plan$2.7B
    Fidelity National Financial, Inc. · 2023
  4. 4
    Csx Corporation Master Pension Trust$2.5B
    Csx Corporation · 2023
  5. 5
    Csx Pension Plan$2.4B
    Csx Corporation · 2023
  6. 6
    Csx Corporation Capital Builder Plan$1.5B
    Csx Corporation · 2023
  7. 7
    Csx Corporation 401(K) Plan$1.5B
    Csx Corporation · 2023
  8. 8
    Blue Cross And Blue Shield Of Florida, Inc. 401(K) Retirement Savings Plan$1.5B
    Blue Cross And Blue Shield Of Florida, Inc. · 2023
  9. 9
    The Dun & Bradstreet Corporation 401(K) Plan$1.2B
    The Dun & Bradstreet Corporation · 2023
  10. 10
    The Nemours Foundation Section 403(B) Plan$1.1B
    The Nemours Foundation · 2023
  11. 11
    The Dun & Bradstreet Corporation Retirement Account$1.1B
    The Dun & Bradstreet Corporation · 2023
  12. 12
    Southeastern Grocers 401(K) Savings Plan$914.1M
    Southeastern Grocers LLC · 2023
  13. 13
    The Adecco Group 401(K) Plan$799.5M
    Adecco, Inc. · 2023
  14. 14
    Acosta, Inc. 401(K) Retirement Plan$741.7M
    Acosta, Inc. · 2023
  15. 15
    Baptist Health System, Inc. Matched Savings Plan$709.7M
    Baptist Health System, Inc. · 2023
  16. 16
    The Nemours Foundation Pension Plan$632.8M
    The Nemours Foundation · 2023
  17. 17
    The Black Knight 401(K) Profit Sharing Plan$585.5M
    Black Knight Infoserv, LLC · 2023
  18. 18
    Baptist Health System Retirement Plan$546.4M
    Baptist Health System, Inc. · 2023
  19. 19
    Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Florida Inc.$497.5M
    Blue Cross And Blue Shield Of Florida, Inc. · 2023
  20. 20
    Crowley Retirement Income System Plan Rsa$375.1M
    Crowley Holdings Inc. · 2023
  21. 21
    Summit Companies Holdings, Inc. Employee Stock Ownership Plan$367.6M
    Summit Companies Holdings, Inc. · 2023
  22. 22
    Rayonier Advanced Materials Inc. Retirement Plan$356.9M
    Rayonier Advanced Materials Inc. · 2023
  23. 23
    Rs&H, Inc. 401(K)Plan$252.3M
    Rs&H, Inc. · 2023
  24. 24
    I.B.E.W. Local 1579 Pension Plan$216.5M
    I.B.E.W Local 1579 Pension Plan Board Of Trustees · 2023
  25. 25
    The Haskell Company Tax Deferred Savings Plan (401(K))$204.6M
    The Haskell Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Jacksonville, FL?
685 plan(s) reported by 470 sponsor(s) are loaded for Jacksonville, FL.

Related Form 5500 pages