Palm Beach Gardens, 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, Palm Beach Gardens, FL has 83 loaded benefit plan(s) reported by 64 plan sponsor(s), with $2,936,204,792 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 83
- Plan sponsors
- 64
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,936,204,792
- Total reported liabilities (EOY)
- $1,405,859
- Total reported net assets (EOY)
- $2,904,355,808
Contributions & income
- Employer contributions
- $147,845,399
- Participant contributions
- $214,655,840
- Total income / additions
- $798,937,693
Expenses & distributions
- Benefits paid / distributions
- $275,693,618
- Total expenses
- $285,971,338
- Net increase / (decrease)
- $512,966,355
Coverage
- Total reported participants
- 99,161
- Plans with financial statements
- 61
- Plans with provider compensation
- 31
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palm Beach Gardens, 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 |
|---|---|---|---|
| Carrier Retirement Savings Plan | Carrier Global Corporation | $790,990,468 | 2023 |
| Dycom Industries, Inc. Retirement Savings Plan | Dycom Industries, Inc. | $337,826,254 | 2023 |
| Chromalloy 401(K) Plan | Chromalloy Corporation | $304,756,290 | 2023 |
| Carrier Represented Employee Pension Plan | Carrier Global Corporation | $223,190,048 | 2023 |
| Tbc Corporation Safe Harbor 401(K) Plan | Tbc Corporation | $222,181,424 | 2023 |
| Zimvie Inc. Savings And Investment 401(K) Program | Zimvie Us Corp LLC. | $170,939,374 | 2023 |
| Chromalloy Group Pension Plan | Chromalloy Corporation | $149,774,045 | 2023 |
| The Sequa Corporation Master Trust | Chromalloy Corporation | $142,010,825 | 2023 |
| Members 401(K) Advantage | Members Benefit Corp. | $132,329,077 | 2023 |
| National Dentex Corporation Plan | National Dentex, LLC | $123,565,689 | 2023 |
| Tbc Retail 401(K) Plan | Tbc Retail Group, Inc. | $30,443,125 | 2023 |
| Ortho 401(K) Solutions | Ortho Benefits Corp | $29,470,194 | 2023 |
| Agilis Group, Inc. 401(K) Retirement Savings Plan | Agilis Group, Inc. | $29,379,524 | 2023 |
| Lrp Publications, Inc. Plan | Lrp Publications, Inc. | $28,013,655 | 2023 |
| Palm Beach Orthopaedic Institute, P.A. 401(K) Plan | Palm Beach Orthopaedic Institute, P.A. | $20,979,555 | 2023 |
| Member Solutions 401(K) | Members Benefits Corp | $20,870,380 | 2023 |
| Kitson & Partners Management Services, Inc. 401(K) Plan | Kitson & Partners Management Ser | $19,302,850 | 2023 |
| Nason, Yeager, Gerson, Harris & Fumero, P.A. 401(K) Plan | Nason, Yeager, Gerson, Harris & Fumero, P.A. | $17,209,189 | 2023 |
| Ustc Retirement Plan | Glander International Bunkering, Inc. | $16,739,999 | 2023 |
| Invisors, LLC 401(K) Profit Sharing Plan | Invisors, LLC | $14,995,535 | 2023 |
| Physicians 401(K) Solutions | Ortho Benefits Corp | $11,630,147 | 2023 |
| Frenchman'S Creek, Inc. 401(K) Plan | Frenchman'S Creek, Inc. | $10,746,617 | 2023 |
| Labor Finders International, Inc. 401(K) Profit Sharing Plan | Labor Finders International, Inc. | $9,077,076 | 2023 |
| American Orthopedic Partners LLC 401(K) Profit Sharing Plan | American Orthopedic Partners LLC | $7,362,798 | 2023 |
| Goodrich, LLC Retirement Plan | Goodrich, LLC | $7,243,096 | 2023 |
Largest plans in Palm Beach Gardens → · Palm Beach Gardens plans by participants → · Palm Beach Gardens plans with financial data → · Palm Beach Gardens plans with provider compensation → · $1B+ plans in Palm Beach Gardens →
Related Form 5500 pages
- All FL Form 5500 filings
- Carrier Retirement Savings Plan (plan 001)
- Carrier Global Corporation — all reported plans
- Dycom Industries, Inc. Retirement Savings Plan (plan 001)
- Dycom Industries, Inc. — all reported plans
- Chromalloy 401(K) Plan (plan 083)
- Chromalloy Corporation — all reported plans
- Carrier Represented Employee Pension Plan (plan 002)
- Tbc Corporation Safe Harbor 401(K) Plan (plan 003)
- Tbc Corporation — all reported plans
- Zimvie Inc. Savings And Investment 401(K) Program (plan 001)
- Zimvie Us Corp LLC. — all reported plans
- Chromalloy Group Pension Plan (plan 084)
- The Sequa Corporation Master Trust (plan 001)
- Chromalloy Corporation — all reported plans
- Members 401(K) Advantage (plan 001)
- Members Benefit Corp. — all reported plans
- National Dentex Corporation Plan (plan 002)
- National Dentex, LLC — all reported plans
- Tbc Retail 401(K) Plan (plan 002)
- Tbc Retail Group, Inc. — all reported plans
- Ortho 401(K) Solutions (plan 001)
- Ortho Benefits Corp — all reported plans
- Agilis Group, Inc. 401(K) Retirement Savings Plan (plan 001)
- Agilis Group, Inc. — all reported plans
- Lrp Publications, Inc. Plan (plan 001)
- Lrp Publications, Inc. — all reported plans
- Palm Beach Orthopaedic Institute, P.A. 401(K) Plan (plan 001)
- Palm Beach Orthopaedic Institute, P.A. — all reported plans
- Methodology
- Data sources