Plan5500

Milton, 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, Milton, FL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,978,414 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Milton

  • 5 loaded plans hold $34M in reported assets across 5 sponsors.
  • The largest, Milton Truss Company Retirement Savings Plan, holds 97% of reported Milton plan assets.
  • Plans cover 109 participants — about 22 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34MSummed across loaded plans$33,969,031
Total reported assets$34M$33,978,414
Total reported participants109
Total reported liabilities$9.4K$9,383

Reported net position

Reported assets = net assets + liabilities (summed)$34M total assets
Net assets$34MLiabilities$9.4K
Contributions & income
Employer contributions$245.5K
Participant contributions$122.1K
Total income / additions$10.9M
Expenses & distributions
Benefits paid / distributions$181.6K
Total expenses$201.6K
Net increase / (decrease)$10.7M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Milton market comparison

Largest plan share of assets97%Milton Truss Company Retirement Savings Plan
Participants per plan22Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Milton

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

  1. 1
    Milton Truss Company Retirement Savings Plan$33M
    Emerald Coast Truss, LLC Dba Milton Truss Company · 2023
  2. 2
    Adamson Enterprises Inc. 401(K) Plan$482.6K
    Adamson Enterprises Inc. · 2023
  3. 3
    Tcbe 401k$443.5K
    Tc Brock Enterprises Inc. · 2023
  4. 4
    Emerald Coast Postal Services Inc 401(K) Plan$37.7K
    Emerald Coast Postal Services Inc · 2023
  5. 5
    Caron Grason 401k$6.7K
    The Caron Grason Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Milton, FL?
5 plan(s) reported by 5 sponsor(s) are loaded for Milton, FL.

Related Form 5500 pages