Plan5500

Odessa, 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, Odessa, FL has 26 loaded benefit plan(s) reported by 23 plan sponsor(s), with $65,782,764 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
26
Plan sponsors
23
Latest filing year
2023

What stands out in Odessa

  • 26 loaded plans hold $65.8M in reported assets across 23 sponsors.
  • The largest, Independence Holdings, Inc. Ihi Employee Stock Ownership Plan, holds 75% of reported Odessa plan assets.
  • Plans cover 1,137 participants — about 44 per plan.
  • 81% of loaded plans report full Schedule H/I financial statements.
  • 4% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$63MSummed across loaded plans$63,021,748
Total reported assets$65.8M$65,782,764
Total reported participants1.1K1,137
Total reported liabilities$2.8M$2,761,016

Reported net position

Reported assets = net assets + liabilities (summed)$65.8M total assets
Net assets$63MLiabilities$2.8M
Contributions & income
Employer contributions$536.2K
Participant contributions$914.9K
Total income / additions-$2.4M
Expenses & distributions
Benefits paid / distributions$4.4M
Total expenses$4.4M
Net increase / (decrease)-$6.9M

Data coverage

Plans with financial statements21 / 26 (81%)
Plans with provider compensation1 / 26 (4%)

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

Odessa market comparison

Largest plan share of assets75%Independence Holdings, Inc. Ihi Employee Stock Ownership Plan
Participants per plan44Average across loaded plans
Plan sponsors23
Ranked by reported assets

Largest loaded plans in Odessa

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

  1. 1
    Independence Holdings, Inc. Ihi Employee Stock Ownership Plan$49.6M
    Independence Holdings, Inc. · 2023
  2. 2
    Solar City, Inc. Profit Sharing Plan$4.7M
    Solar City, Inc. · 2023
  3. 3
    Bauer Foundation Corp. 401(K) Plan$4.1M
    Bauer Foundation Corp. · 2023
  4. 4
    The Independent Savings Plan Company Profit Sharing Plan And Trust$2.3M
    The Independent Savingsplan Company · 2023
  5. 5
    Orbit Motors, Inc. 401(K) Plan$1M
    Orbit Motors, Inc. · 2023
  6. 6
    Burnett Entertainment, Inc. 401k Profit Sharing Plan$787.7K
    Burnett Entertainment, Inc. · 2023
  7. 7
    Golden Transfer Retirement Plan$784.8K
    Golden Transfer, Inc. · 2023
  8. 8
    Global Ets, LLC 401(K) Plan$685.4K
    Global Ets, LLC · 2023
  9. 9
    Mesaco Enterprises, Inc. 401(K) Plan$424.7K
    Mesaco Enterprises, Inc. · 2023
  10. 10
    Just Simply Water, Inc. 401(K) Plan$312.3K
    Just Simply Water, Inc. · 2023
  11. 11
    Panimor Corp. 401(K) Plan$260.4K
    Panimor Corp. · 2023
  12. 12
    Vibho, Inc. 401(K) Profit Sharing Plan$205.5K
    Vibho, Inc. · 2023
  13. 13
    Barncente, Inc. 401(K) Plan$168.7K
    Barncente, Inc. · 2023
  14. 14
    Eay Solutions, Inc. 401(K) Profit Sharing Plan$123.7K
    Eay Solutions, Inc. · 2023
  15. 15
    Jst Restaurants Inc. Retirement Plan$109.2K
    Jst Restaurants Inc. · 2023
  16. 16
    Lake Pointe Equity Partners, Inc. 401(K) Plan$106.9K
    Lake Pointe Equity Partners, Inc. · 2023
  17. 17
    Kaylane Investments Inc 401(K) Plan$100.7K
    Kaylane Investments Inc · 2023
  18. 18
    Southlake Signs Tampa, Inc. Retirement Plan$50.7K
    Southlake Signs Tampa, Inc. · 2023
  19. 19
    Jamrock Ventures Inc. Retirement Plan$44.8K
    Jamrock Ventures Inc. · 2023
  20. 20
    Employee Health Plan Of Panimor Corp$8.7K
    Panimor Corp · 2023
  21. 21
    Mackin Family Inc. Retirement Plan$0
    Mackin Family Inc. · 2023
  22. 22
    Funnel Leasing, Inc. Employee Assistance Plannot reported in the loaded dataset
    Funnel Leasing, Inc. · 2023
  23. 23
    Bauer Foundation Corporation Group Health Plannot reported in the loaded dataset
    Bauer Foundation Corporation · 2023
  24. 24
    The Folsom Corporation Welfare Benefits Plannot reported in the loaded dataset
    The Folsom Corporation · 2023
  25. 25
    Gets Health And Welfare Plannot reported in the loaded dataset
    Global Electronics Testing Services LLC (Gets) · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Odessa, FL?
26 plan(s) reported by 23 sponsor(s) are loaded for Odessa, FL.

Related Form 5500 pages