Plan5500

Oakland Park, 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, Oakland Park, FL has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $12,200,985 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

What stands out in Oakland Park

  • 10 loaded plans hold $12.2M in reported assets across 7 sponsors.
  • The largest, Robert L. Lipton Inc. Dba Lipton Toyota 401(K) Profit Sharing Plan, holds 75% of reported Oakland Park plan assets.
  • Plans cover 1,668 participants — about 167 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.2MSummed across loaded plans$12,200,985
Total reported assets$12.2M$12,200,985
Total reported participants1.7K1,668
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$12.2MLiabilities$0
Contributions & income
Employer contributions$656.4K
Participant contributions$957.7K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$729.9K
Total expenses$786.8K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements4 / 10 (40%)
Plans with provider compensation2 / 10 (20%)

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

Oakland Park market comparison

Largest plan share of assets75%Robert L. Lipton Inc. Dba Lipton Toyota 401(K) Profit Sharing Plan
Participants per plan167Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Oakland Park

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

  1. 1
    Robert L. Lipton Inc. Dba Lipton Toyota 401(K) Profit Sharing Plan$9.2M
    Robert L. Lipton Inc. · 2023
  2. 2
    Outdoor Network 401(K) Plan$3M
    Polo Logistics, LLC · 2023
  3. 3
    Kdlf Inc. 401(K) Plan$58.1K
    Kdlf Inc. · 2023
  4. 4
    Bc All Brands Inc. Retirement Plan$0
    Bc All Brands Inc. · 2023
  5. 5
    Path Medical Vision & Welfare Plannot reported in the loaded dataset
    Path Medical Center Holdings Inc · 2023
  6. 6
    Path Medical Life & Welfare Plannot reported in the loaded dataset
    Path Medical Center Holdings Inc · 2023
  7. 7
    Path Medical Dental & Welfare Plannot reported in the loaded dataset
    Path Medical Center Holdings Inc · 2023
  8. 8
    American Health Reform Solutions, LLC Welfare Benefit Plannot reported in the loaded dataset
    American Health Reform Solutions · 2023
  9. 9
    Path Medical Health & Welfare Plannot reported in the loaded dataset
    Path Medical Center Holdings Inc · 2023
  10. 10
    Outdoor Network Distribution, LLC Employee Welfare Benefit Plannot reported in the loaded dataset
    Outdoor Network Distribution, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oakland Park, FL?
10 plan(s) reported by 7 sponsor(s) are loaded for Oakland Park, FL.

Related Form 5500 pages