Plan5500

Jensen Beach, 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, Jensen Beach, FL has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $17,921,945 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.9MSummed across loaded plans$17,892,801
Total reported assets$17.9M$17,921,945
Total reported participants2.2K2,195
Total reported liabilities$29.1K$29,144

Reported net position

Reported assets = net assets + liabilities (summed)$17.9M total assets
Net assets$17.9MLiabilities$29.1K
Contributions & income
Employer contributions$258.2K
Participant contributions$1.7M
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)-$720K

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation1 / 8 (13%)

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

Jensen Beach market comparison

Largest plan share of assets53%Sts 401(K) Retirement Plan And Trust
Participants per plan274Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Jensen Beach

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

  1. 1
    Sts 401(K) Retirement Plan And Trust$9.5M
    Sts Holdings, LLC · 2023
  2. 2
    The Transit Group, Inc. Retirement Plan$3.8M
    The Transit Group, Inc. · 2023
  3. 3
    James Nola Investment Trust$2.1M
    James Nola · 2023
  4. 4
    Csr Privacy Solutions Inc 401(K) Profit Sharing Plan & Trust$1.8M
    Csr Privacy Solutions Inc · 2023
  5. 5
    Wc Pools Incorporated Retirement Plan$722.7K
    Wc Pools Incorporated · 2023
  6. 6
    Catch Of The Day Charters, Inc. 401(K) Plan$19.4K
    Catch Of The Day Charters, Inc. · 2023
  7. 7
    The Transit Group, Inc. Employee Stock Ownership Plan$0
    The Transit Group, Inc. · 2023
  8. 8
    Aviation Solutions Holdings Welfare Benefits Plannot reported in the loaded dataset
    Aviation Solutions Holdings · 2023

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

Related Form 5500 pages