Orlando, 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, Orlando, FL has 585 loaded benefit plan(s) reported by 415 plan sponsor(s), with $17,956,913,221 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 585
- Plan sponsors
- 415
- Latest filing year
- 2023
What stands out in Orlando
- 585 loaded plans hold $18B in reported assets across 415 sponsors.
- The largest, Siemens Energy, Inc. Savings Plan, holds 20% of reported Orlando plan assets.
- Plans cover 854,059 participants — about 1,460 per plan.
- 56% of loaded plans report full Schedule H/I financial statements.
- 35% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Orlando, 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.
Orlando market comparison
Largest loaded plans in Orlando
Bars show each plan's reported end-of-year assets relative to the largest.
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- 5
- 6
- 7Universal City Development Partners, Ltd Universal Orlando · 2023
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- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- 20Central Florida Investments, Inc. · 2023
- 21
- 22Hannover Life Reassurance Company Of America · 2023
- 23Holiday Inn Club Vacations Incorporated · 2023
- 24
- 25
Largest plans in Orlando → · Orlando plans by participants → · Orlando plans with financial data → · Orlando plans with provider compensation → · $1B+ plans in Orlando →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Orlando, FL?
- 585 plan(s) reported by 415 sponsor(s) are loaded for Orlando, FL.
Related Form 5500 pages
- All FL Form 5500 filings
- Siemens Energy, Inc. Savings Plan (plan 021)
- Siemens Energy, Inc. — all reported plans
- Orlando Health Retirement Savings Plan 403b (plan 003)
- Orlando Health, Inc. — all reported plans
- Darden Savings Plan (plan 044)
- Darden Restaurants, Inc. — all reported plans
- Marriott Vacations Worldwide Corp. 401(K) (plan 001)
- Marriott Vacations Worldwide Corp. — all reported plans
- Assuredpartners 401(K) Plan (plan 001)
- Assuredpartners, Inc. — all reported plans
- Travel + Leisure Co. Employee Savings Plan (plan 001)
- Travel + Leisure Co. — all reported plans
- Universal Orlando 401(K) Retirement Plan (plan 001)
- Universal City Development Partners, Ltd Universal Orlando — all reported plans
- Siemens Energy, Inc. Pension Plan (plan 022)
- Hgv Retirement Savings Plan (plan 001)
- Hilton Resorts Corporation — all reported plans
- Orlando Health, Inc. Retirement Savings Plan 401a (plan 002)
- Akerman Llp 401(K) Profit Sharing Plan (plan 001)
- Akerman Llp — all reported plans
- Brambles Usa 401(K) Plan (plan 002)
- Brambles Usa, Inc. — all reported plans
- Swbg, LLC 401(K) Plan (plan 001)
- Swbg, LLC — all reported plans
- Siemens Gamesa Renewable Energy, Inc. Savings Plan (plan 001)
- Siemens Gamesa Renewable Energy, Inc. — all reported plans
- Red Lobster 401(K) Plan (plan 001)
- Red Lobster Management LLC — all reported plans
- Methodology
- Data sources