Sarasota, 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, Sarasota, FL has 231 loaded benefit plan(s) reported by 176 plan sponsor(s), with $3,633,216,056 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
231
Plan sponsors
176
Latest filing year
2023

What stands out in Sarasota

  • 231 loaded plans hold $3.6B in reported assets across 176 sponsors.
  • The largest, Roper Technologies, Inc. Employees' Retirement Savings 004 Plan, holds 37% of reported Sarasota plan assets.
  • Plans cover 95,617 participants — about 414 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 34% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6BSummed across loaded plans$3,601,033,444
Total reported assets$3.6B$3,633,216,056
Total reported participants95.6K95,617
Total reported liabilities$32.1M$32,140,262

Reported net position

Reported assets = net assets + liabilities (summed)$3.6B total assets
Net assets$3.6BLiabilities$32.1M
Contributions & income
Employer contributions$98.6M
Participant contributions$240.5M
Total income / additions$930.1M
Expenses & distributions
Benefits paid / distributions$337.5M
Total expenses$345.8M
Net increase / (decrease)$584.4M

Data coverage

Plans with financial statements162 / 231 (70%)
Plans with provider compensation79 / 231 (34%)

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

Sarasota market comparison

Largest plan share of assets37%Roper Technologies, Inc. Employees' Retirement Savings 004 Plan
Participants per plan414Average across loaded plans
Plan sponsors176
Ranked by reported assets

Largest loaded plans in Sarasota

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

  1. 1
  2. 2
    Fcci Services, Inc. · 2023
  3. 3
    Intertape Polymer Corp. · 2023
  4. 4
    Boar'S Head Provisions Co., Inc. · 2023
  5. 5
  6. 6
    Dental Care Alliance · 2023
  7. 7
    Helios Technologies, Inc. · 2023
  8. 8
    Empath-Stratum, Inc. · 2023
  9. 9
    Aesculapian Management Company, LLC · 2023
  10. 10
    Jackson Hewitt Tax Service Inc. · 2023
  11. 11
    Williams, Parker, Harrison, Dietz & Getzen, Pllc · 2023
  12. 12
    Ringling College Of Art And Design, Inc. · 2023
  13. 13
    Pui 401k$49.8M
    Patterson Unlimited Inc. · 2023
  14. 14
    Dental Care Alliance · 2023
  15. 15
    Sangoma Us Inc. · 2023
  16. 16
    Allied Aviation Services, Inc. · 2023
  17. 17
    Sunset Automotive Group · 2023
  18. 18
    Global Physician Network LLC · 2023
  19. 19
    Nc Employment Group, Inc. · 2023
  20. 20
    Miles Partnership LLC · 2023
  21. 21
    Mote Marine Laboratory, Inc. · 2023
  22. 22
    Kerkering, Barberio & Co. · 2023
  23. 23
  24. 24
    S-One Holdings Corporation · 2023
  25. 25

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sarasota, FL?
231 plan(s) reported by 176 sponsor(s) are loaded for Sarasota, FL.

Related Form 5500 pages