Plan5500

North Miami 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, North Miami Beach, FL has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $13,405,328 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in North Miami Beach

  • 9 loaded plans hold $13.4M in reported assets across 9 sponsors.
  • The largest, M & R Distributors International, Inc. Defined Benefit Pension Plan, holds 55% of reported North Miami Beach plan assets.
  • Plans cover 1,660 participants — about 184 per plan.
  • 78% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.8MSummed across loaded plans$12,754,730
Total reported assets$13.4M$13,405,328
Total reported participants1.7K1,660
Total reported liabilities$20.8K$20,774

Reported net position

Reported assets = net assets + liabilities (summed)$13.4M total assets
Net assets$12.8MLiabilities$20.8K
Contributions & income
Employer contributions$465.4K
Participant contributions$542.2K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.1M
Net increase / (decrease)-$1.5M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation1 / 9 (11%)

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

North Miami Beach market comparison

Largest plan share of assets55%M & R Distributors International, Inc. Defined Benefit Pension Plan
Participants per plan184Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in North Miami Beach

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

  1. 1
    M & R Distributors International, Inc. Defined Benefit Pension Plan$7.4M
    M & R Distributors International, Inc. · 2023
  2. 2
    American Vision Group LLC Health And Dental Plan$2.4M
    American Vision Group LLC · 2023
  3. 3
    Es LLC 401(K) Plan$1.7M
    Es, LLC · 2023
  4. 4
    Crew 512 LLC Defined Benefit Pension Plan$1M
    Crew 512 LLC · 2023
  5. 5
    Daveji Lakes LLC 401(K) Profit Sharing Plan & Trust$907.9K
    Daveji Lakes LLC · 2023
  6. 6
    Arch Creek Senior Care Services Incorporated 401(K) Profit Sharing Plan$3.9K
    Arch Creek Senior Care Services Incorporated · 2023
  7. 7
    Internal Medicine Associates Of South Florida, P.A. Defined Benefit Pension Plan$0
    Internal Medicine Associates Of South Florida, P.A. · 2023
  8. 8
    Artistic Pavers, LLC Ancillary Benefits Plannot reported in the loaded dataset
    Artistic Pavers, LLC · 2023
  9. 9
    Scheck Hillel Community School Employee Welfare Benefits Plannot reported in the loaded dataset
    Scheck Hillel Community School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for North Miami Beach, FL?
9 plan(s) reported by 9 sponsor(s) are loaded for North Miami Beach, FL.

Related Form 5500 pages