Plan5500

Palmetto, 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, Palmetto, FL has 16 loaded benefit plan(s) reported by 13 plan sponsor(s), with $120,323,304 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
13
Latest filing year
2023

What stands out in Palmetto

  • 16 loaded plans hold $120.3M in reported assets across 13 sponsors.
  • The largest, Feld Entertainment, Inc. 401(K) Plan, holds 68% of reported Palmetto plan assets.
  • Plans cover 3,779 participants — about 236 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 19% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$120.3MSummed across loaded plans$120,323,304
Total reported assets$120.3M$120,323,304
Total reported participants3.8K3,779
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$120.3M total assets
Net assets$120.3MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$5.4M
Total income / additions$31.1M
Expenses & distributions
Benefits paid / distributions$5.7M
Total expenses$6M
Net increase / (decrease)$25.1M

Data coverage

Plans with financial statements12 / 16 (75%)
Plans with provider compensation3 / 16 (19%)

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

Palmetto market comparison

Largest plan share of assets68%Feld Entertainment, Inc. 401(K) Plan
Participants per plan236Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Palmetto

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

  1. 1
    Feld Entertainment, Inc. 401(K) Plan$81.8M
    Feld Entertainment, Inc. · 2023
  2. 2
    Ppt Florida Employee Stock Ownership Plan$11.8M
    Production & Process Technologies Florida, Inc. · 2023
  3. 3
    The It Works! Global 401(K) Retirement & Profit Sharing Plan$11.4M
    It Works Marketing, Inc. · 2023
  4. 4
    Sai, Inc. 401(K) Profit Sharing Plan$10.3M
    Southern Agricultural Insecticides, Inc. · 2023
  5. 5
    Southeastern Guide Dogs, Inc. Retirement Plan$4.1M
    Southeastern Guide Dogs, Inc. · 2023
  6. 6
    Dlwilson Holdings Incorporated 401(K) Profit Sharing Plan$451K
    Dlwilson Holdings Incorporated · 2023
  7. 7
    Market Quest Business Services, Inc. 401(K) Profit Sharing Plan$126.8K
    Market Quest Business Services, Inc. · 2023
  8. 8
    Cortez Bread 401k$105.4K
    Cortez Bread 401k · 2023
  9. 9
    Ecom M&A, Inc. 401(K) Plan$68.6K
    Ecom M&A, Inc. · 2023
  10. 10
    Fumeking 401(K) Plan$58.3K
    Fume King Inc. · 2023
  11. 11
    And Industries Inc. 401(K) Plan$18.8K
    And Industries Inc. · 2023
  12. 12
    Suncoast Natural Burger Inc. Retirement Plan$0
    Suncoast Natural Burger Inc. · 2023
  13. 13
    It Works Marketing, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    It Works Marketing, Inc. · 2023
  14. 14
    Feld Entertainment Inc. Group Benefit Plannot reported in the loaded dataset
    Feld Entertainment Inc. · 2023
  15. 15
    Renaissance Arts And Education, Inc. Dba Manatee School For The Arts Health Care Plannot reported in the loaded dataset
    Renaissance Arts And Education · 2023
  16. 16
    Southeastern Guide Dogs Welfare Benefit Plannot reported in the loaded dataset
    Southeastern Guide Dogs · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Palmetto, FL?
16 plan(s) reported by 13 sponsor(s) are loaded for Palmetto, FL.

Related Form 5500 pages