Naples, 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, Naples, FL has 175 loaded benefit plan(s) reported by 142 plan sponsor(s), with $1,608,068,510 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 175
- Plan sponsors
- 142
- Latest filing year
- 2023
What stands out in Naples
- 175 loaded plans hold $1.6B in reported assets across 142 sponsors.
- The largest, Arthrex 401(K) Retirement Savings Plan, holds 27% of reported Naples plan assets.
- Plans cover 49,064 participants — about 280 per plan.
- 69% of loaded plans report full Schedule H/I financial statements.
- 27% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Naples, 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.
Naples market comparison
Largest loaded plans in Naples
Bars show each plan's reported end-of-year assets relative to the largest.
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- 6The Moorings, Incorporated · 2023
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- 8
- 9
- 10
- 11Stock Development Associates, Inc. · 2023
- 12
- 13
- 14Deangelis Diamond Construction, LLC · 2023
- 15
- 16
- 17
- 18
- 19David Lawrence Mental Health Center, Inc. · 2023
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- 21
- 22
- 23
- 24
- 25
Largest plans in Naples → · Naples plans by participants → · Naples plans with financial data → · Naples plans with provider compensation → · $1B+ plans in Naples →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Naples, FL?
- 175 plan(s) reported by 142 sponsor(s) are loaded for Naples, FL.
Related Form 5500 pages
- All FL Form 5500 filings
- Arthrex 401(K) Retirement Savings Plan (plan 001)
- Arthrex, Inc. — all reported plans
- Nch Healthcare System, Inc. 401(K) Plan (plan 003)
- Nch Healthcare System, Inc. — all reported plans
- Beasley Mezzanine Holdings, LLC 401(K) Plan (plan 001)
- Beasley Mezzaanine Holdings, LLC — all reported plans
- Lupin Pharmaceuticals, Inc. 401(K) Profit Sharing Plan (plan 001)
- Lupin Pharmaceuticals, Inc. — all reported plans
- Dual North America, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dual North America, Inc. — all reported plans
- Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan (plan 001)
- The Moorings, Incorporated — all reported plans
- Artis Naples, Inc. Retirement Plan (plan 001)
- Artis Naples, Inc. — all reported plans
- Barron Collier Partnership Savings Plan (plan 001)
- Barron Collier Partnership — all reported plans
- Collier Enterprises 401(K) Plan (plan 001)
- Tarpon Blue Ce Management LLC — all reported plans
- Community School Of Naples Dc Retirement Plan (plan 001)
- Community School Of Naples — all reported plans
- Stock Development Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Stock Development Associates, Inc. — all reported plans
- Solaris Foundation 401(K) Retirement Plan (plan 001)
- Solaris Foundation, Inc. — all reported plans
- Lutgert Companies Retirement Plan (plan 002)
- The Scottsdale Company — all reported plans
- Deangelis Diamond Construction, LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Deangelis Diamond Construction, LLC — all reported plans
- Avairpros Services, Inc 401(K) Plan (plan 001)
- Avairpros Services, Inc — all reported plans
- Methodology
- Data sources