Ocala, 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, Ocala, FL has 72 loaded benefit plan(s) reported by 62 plan sponsor(s), with $241,438,091 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 72
- Plan sponsors
- 62
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $241,438,091
- Total reported liabilities (EOY)
- $3,504,894
- Total reported net assets (EOY)
- $237,933,197
Contributions & income
- Employer contributions
- $46,514,267
- Participant contributions
- $15,435,986
- Total income / additions
- $100,791,008
Expenses & distributions
- Benefits paid / distributions
- $68,469,521
- Total expenses
- $69,895,662
- Net increase / (decrease)
- $30,895,346
Coverage
- Total reported participants
- 18,750
- Plans with financial statements
- 43
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ocala, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Signature Brands, LLC 401(K) Savings Plan | Signature Brands, LLC | $27,355,888 | 2023 |
| Ocala Eye, P.A. Restated Profit Sharing Plan | Ocala Eye, P.A. | $24,329,677 | 2023 |
| Cone Distributing, Inc. 401(K) Plan | Cone Distributing, Inc. | $16,389,798 | 2023 |
| Norman H. Anderson, M.D., P.A. 401(K) Plan | Norman H. Anderson, M.D., P.A. | $15,928,148 | 2023 |
| International Property Services Corp. Profit Sharing Plan | International Property Services Corp. | $15,846,647 | 2023 |
| Don Jenkins Auto Group 401(K) Plan | Drj Investments, Inc. D/B/A Don | $14,581,291 | 2023 |
| On Top Of The World Communities, LLC 401(K) Plan | On Top Of The World Communities, LLC | $14,110,038 | 2023 |
| Endoscopy Center Of Ocala, Inc. 401(K) Profit Sharing Plan | Endoscopy Center Of Ocala, Inc. | $11,132,053 | 2023 |
| Silver Springs Bottled Water Co. Employees Savings Trust | Silver Springs Bottled Water Co. | $10,617,066 | 2023 |
| Dave Carter & Associates, Inc. Employee Stock Ownership Plan | Dave Carter & Associates, Inc. | $9,999,736 | 2023 |
| Capris Furniture Industries, Inc. Employee Stock Ownership & Savings Plan | Capris Furniture Industries, Inc. | $9,756,635 | 2023 |
| Cardiovascular Institute Of Central Florida, LLC 401(K) Plan | Cardiovascular Institute Of Central Florida, LLC | $9,078,195 | 2023 |
| Dca Profit Sharing 401(K) Plan | The Falcon Corporation | $8,823,181 | 2023 |
| Tri-Eagle Sales 401(K) Profit Sharing Plan | Busch-Transou, L.C. | $8,016,906 | 2023 |
| Sullivan Automotive Group, Inc. 401(K) Profit Sharing Plan | Sullivan Automotive Group, Inc. | $7,450,288 | 2023 |
| Marion County Medical Society, Inc. - Insurance Trust Fund Group Health, Ancillary And Worksite Benefits Plan | Marion County Medical Society Inc. Insurance Trust Fund | $7,066,403 | 2023 |
| Brian Baru Company Profit Sharing Plan | Brian Baru Company | $7,034,090 | 2023 |
| Nobility Homes, Inc. 401(K) Plan | Nobility Homes, Inc. | $4,995,526 | 2023 |
| Ocala Breeders' Sales Co., Inc. 401(K) Profit Sharing Plan | Ocala Breeders' Sales Co., Inc. | $4,651,651 | 2023 |
| Hotel Development And Management LLC 401(K) Profit Sharing And Trust | Hotel Development And Management LLC | $3,851,234 | 2023 |
| Amruth S. Bapatla, M.D., P.A. 401(K) Profit Sharing Plan | Amruth Bapatla, Md, P.A. | $3,801,380 | 2023 |
| Ephonamation.Com, Inc. 401(K) Profit Sharing Plan And Trust | Ephonamation.Com, Inc. | $3,005,067 | 2023 |
| Pools Rule Inc. 401(K) Plan | Pools Rule Inc. | $837,470 | 2023 |
| Whitney River Companies, Inc. 401(K) Profit Sharing Plan | Whitney River Companies, Inc. | $497,027 | 2023 |
| Arreddy Corporation 401(K) Plan | Arreddy Corporation | $485,289 | 2023 |
Largest plans in Ocala → · Ocala plans by participants → · Ocala plans with financial data → · Ocala plans with provider compensation → · $1B+ plans in Ocala →
Related Form 5500 pages
- All FL Form 5500 filings
- Signature Brands, LLC 401(K) Savings Plan (plan 001)
- Signature Brands, LLC — all reported plans
- Ocala Eye, P.A. Restated Profit Sharing Plan (plan 003)
- Ocala Eye, P.A. — all reported plans
- Cone Distributing, Inc. 401(K) Plan (plan 001)
- Cone Distributing, Inc. — all reported plans
- Norman H. Anderson, M.D., P.A. 401(K) Plan (plan 001)
- Norman H. Anderson, M.D., P.A. — all reported plans
- International Property Services Corp. Profit Sharing Plan (plan 002)
- International Property Services Corp. — all reported plans
- Don Jenkins Auto Group 401(K) Plan (plan 001)
- Drj Investments, Inc. D/B/A Don — all reported plans
- On Top Of The World Communities, LLC 401(K) Plan (plan 333)
- On Top Of The World Communities, LLC — all reported plans
- Endoscopy Center Of Ocala, Inc. 401(K) Profit Sharing Plan (plan 001)
- Endoscopy Center Of Ocala, Inc. — all reported plans
- Silver Springs Bottled Water Co. Employees Savings Trust (plan 001)
- Silver Springs Bottled Water Co. — all reported plans
- Dave Carter & Associates, Inc. Employee Stock Ownership Plan (plan 002)
- Dave Carter & Associates, Inc. — all reported plans
- Capris Furniture Industries, Inc. Employee Stock Ownership & Savings Plan (plan 001)
- Capris Furniture Industries, Inc. — all reported plans
- Cardiovascular Institute Of Central Florida, LLC 401(K) Plan (plan 001)
- Cardiovascular Institute Of Central Florida, LLC — all reported plans
- Dca Profit Sharing 401(K) Plan (plan 002)
- The Falcon Corporation — all reported plans
- Tri-Eagle Sales 401(K) Profit Sharing Plan (plan 001)
- Busch-Transou, L.C. — all reported plans
- Sullivan Automotive Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sullivan Automotive Group, Inc. — all reported plans
- Methodology
- Data sources