Plan5500

Oviedo, 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, Oviedo, FL has 23 loaded benefit plan(s) reported by 18 plan sponsor(s), with $182,748,495 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
18
Latest filing year
2023

What stands out in Oviedo

  • 23 loaded plans hold $182.7M in reported assets across 18 sponsors.
  • The largest, A. Duda & Sons, Inc. Retirement And Savings Plan, holds 68% of reported Oviedo plan assets.
  • Plans cover 5,773 participants — about 251 per plan.
  • 78% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$181.5MSummed across loaded plans$181,462,898
Total reported assets$182.7M$182,748,495
Total reported participants5.8K5,773
Total reported liabilities$1.3M$1,285,597

Reported net position

Reported assets = net assets + liabilities (summed)$182.7M total assets
Net assets$181.5MLiabilities$1.3M
Contributions & income
Employer contributions$5.5M
Participant contributions$6.7M
Total income / additions$40.6M
Expenses & distributions
Benefits paid / distributions$23.7M
Total expenses$24.1M
Net increase / (decrease)$16.5M

Data coverage

Plans with financial statements18 / 23 (78%)
Plans with provider compensation5 / 23 (22%)

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

Oviedo market comparison

Largest plan share of assets68%A. Duda & Sons, Inc. Retirement And Savings Plan
Participants per plan251Average across loaded plans
Plan sponsors18
Ranked by reported assets

Largest loaded plans in Oviedo

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

  1. 1
    A. Duda & Sons, Inc. Retirement And Savings Plan$125.1M
    A. Duda & Sons, Inc. · 2023
  2. 2
    Retirement Plan For Employees Of A. Duda & Sons, Inc.$31.7M
    A. Duda & Sons, Inc. · 2023
  3. 3
    Fsf Manufacturing, LLC. 401k Salary Reduction Plan And Trust$8M
    Fsf Manufacturing, LLC. · 2023
  4. 4
    Proactive Technologies, Inc. 401(K) Plan$5.8M
    Proactive Technologies, LLC · 2023
  5. 5
    The Master'S Academy 401(K) Plan$4.8M
    The Master'S Academy Of Central Florida, Inc. · 2023
  6. 6
    Rlh Esop And Trust$3.1M
    Haines Holdings, Inc. · 2023
  7. 7
    Sdc Group 401(K) Plan$2.7M
    Southern Development & Constructions, Inc · 2023
  8. 8
    Florida Homebrew 401k Trust$351.2K
    Florida Homebrew Inc. · 2023
  9. 9
    Nm Acquisitons, Inc. Retirement Plan$344.9K
    Nm Acquisitons, Inc. · 2023
  10. 10
    More Cowbell, Inc. 401(K) Plan$277.7K
    More Cowbell, Inc. · 2023
  11. 11
    Millert 1023 Renovations, Inc. Retirement Plan$200.8K
    Millert 1023 Renovations, Inc. · 2023
  12. 12
    Mccc6 Enterprises Profit Sharing Plan$179.7K
    Mccc6 Enterprises, Inc. · 2023
  13. 13
    Racar Ventures Inc 401(K) Plan$78K
    Racar Ventures Inc · 2023
  14. 14
    Tdtq Holdings Inc. Retirement Plan$43.1K
    Tdtq Holdings Inc. · 2023
  15. 15
    Circle Of Tone, Inc. 401(K) Plan$35.3K
    Circle Of Tone, Inc. · 2023
  16. 16
    Grogg & Sons, Inc. Profit Sharing Plan$0
    Grogg & Sons, Inc. · 2023
  17. 17
    American Eagle Worldwide, Inc. Retirement Plan$0
    American Eagle Worldwide, Inc. · 2023
  18. 18
    King'S Oviedo Fitness, Inc. 401(K) Profit Sharing Plan$0
    King'S Oviedo Fitness, Inc. · 2023
  19. 19
    Southern Development & Construction, Inc.not reported in the loaded dataset
    Southern Development & Construction, Inc. · 2023
  20. 20
    Complete Care Centers, LLC Section 125 Plannot reported in the loaded dataset
    Complete Care Centers, LLC · 2023
  21. 21
    The Master'S Academy Of Central Florida, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    The Master'S Academy Of Central Florida Inc. · 2023
  22. 22
    Fsf Manufacturing, Inc. Medical Plannot reported in the loaded dataset
    Fsf Manufacturing · 2023
  23. 23
    A. Duda And Sons, Inc. Life, Medical And Hospitalization For All Employeesnot reported in the loaded dataset
    A. Duda And Sons, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oviedo, FL?
23 plan(s) reported by 18 sponsor(s) are loaded for Oviedo, FL.

Related Form 5500 pages