Plan5500

Port St. Lucie, 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, Port St. Lucie, FL has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $10,459,008 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
13
Latest filing year
2023

What stands out in Port St. Lucie

  • 13 loaded plans hold $10.5M in reported assets across 13 sponsors.
  • The largest, Abc Home Medical Supply, Inc 401(K) Plan, holds 44% of reported Port St. Lucie plan assets.
  • Plans cover 765 participants — about 59 per plan.
  • 85% of loaded plans report full Schedule H/I financial statements.
  • 8% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.1MSummed across loaded plans$10,092,107
Total reported assets$10.5M$10,459,008
Total reported participants765
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.1MLiabilities$0
Contributions & income
Employer contributions$346.1K
Participant contributions$604.7K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$687.9K
Total expenses$704.1K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements11 / 13 (85%)
Plans with provider compensation1 / 13 (8%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port St. Lucie, 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

Port St. Lucie market comparison

Largest plan share of assets44%Abc Home Medical Supply, Inc 401(K) Plan
Participants per plan59Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Port St. Lucie

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

  1. 1
    Abc Home Medical Supply, Inc 401(K) Plan$4.7M
    Abc Home Medical Supply, Inc · 2023
  2. 2
    G&S Family Hospitality Services, Inc 401(K) Plan$2.1M
    G&S Family Hospitality Services, Inc · 2023
  3. 3
    We Are Homes, Inc. 401(K) Profit Sharing Plan$312K
    We Are Homes, Inc. · 2023
  4. 4
    Titchfield Holdings Inc. Retirement Plan$126.7K
    Titchfield Holdings Inc. · 2023
  5. 5
    Galaxy Management Solutions 401(K) Plan$59.2K
    Galaxy Management Solutions, LLC · 2023
  6. 6
    D&M Pizzeria Inc. Retirement Plan$54.9K
    D&M Pizzeria Inc. · 2023
  7. 7
    Apec Foods, LLC Welfare Benefit Plannot reported in the loaded dataset
    Apec Foods, LLC · 2023
  8. 8
    Gerelco Electrical Contractors Inc.not reported in the loaded dataset
    Gerelco Electrical Contractors Inc. · 2023

Largest plans in Port St. Lucie → · Port St. Lucie plans by participants → · Port St. Lucie plans with financial data → · Port St. Lucie plans with provider compensation → · $1B+ plans in Port St. Lucie →

What to inspect next

Frequently asked questions

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

Related Form 5500 pages