Plan5500

Miami Shores, 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, Miami Shores, FL has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $214,425,446 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Miami Shores

  • 4 loaded plans hold $214.4M in reported assets across 2 sponsors.
  • The largest, Barry University Defined Contribution Plan, holds 57% of reported Miami Shores plan assets.
  • Plans cover 3,510 participants — about 878 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$214.4MSummed across loaded plans$214,425,446
Total reported assets$214.4M$214,425,446
Total reported participants3.5K3,510
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$214.4M total assets
Net assets$214.4MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$4.5M
Total income / additions$31.7M
Expenses & distributions
Benefits paid / distributions$16.5M
Total expenses$17M
Net increase / (decrease)$14.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

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

Miami Shores market comparison

Largest plan share of assets57%Barry University Defined Contribution Plan
Participants per plan878Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Miami Shores

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

  1. 1
    Barry University Defined Contribution Plan$121.9M
    Barry University · 2023
  2. 2
    Barry University 401(K) Plan$91.9M
    Barry University · 2023
  3. 3
    Shore To Shore Insurance Agency Inc. Retirement Plan$663.2K
    Shore To Shore Insurance Agency Inc. · 2023
  4. 4
    Barry University Employee Welfare Plannot reported in the loaded dataset
    Barry University · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Miami Shores, FL?
4 plan(s) reported by 2 sponsor(s) are loaded for Miami Shores, FL.

Related Form 5500 pages