Plan5500

North Fort Myers, 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, North Fort Myers, FL has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $109,267,549 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 North Fort Myers

  • 4 loaded plans hold $109.3M in reported assets across 2 sponsors.
  • The largest, Lcec 401(K) Plan, holds 52% of reported North Fort Myers plan assets.
  • Plans cover 1,439 participants — about 360 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$109.3MSummed across loaded plans$109,267,549
Total reported assets$109.3M$109,267,549
Total reported participants1.4K1,439
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$109.3M total assets
Net assets$109.3MLiabilities$0
Contributions & income
Employer contributions$5.5M
Participant contributions$3.5M
Total income / additions$22.4M
Expenses & distributions
Benefits paid / distributions$6.9M
Total expenses$7.3M
Net increase / (decrease)$15.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Fort Myers, 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

North Fort Myers market comparison

Largest plan share of assets52%Lcec 401(K) Plan
Participants per plan360Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in North Fort Myers

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

  1. 1
    Lcec 401(K) Plan$57.3M
    Lee County Electric Cooperative, Inc. · 2023
  2. 2
    Lee County Electric Cooperative, Inc. Retirement Plan$52M
    Lee County Electric Cooperative, Inc. · 2023
  3. 3
    Murphy Arms Corp. 401(K) Plan$0
    Murphy Arms Corp. · 2023
  4. 4
    Lee County Electric Cooperative, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Lee County Electric Cooperative, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages