Plan5500

South Winter Haven, 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, South Winter Haven, FL has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $548,689,984 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in South Winter Haven

  • 2 loaded plans hold $548.7M in reported assets across 1 sponsors.
  • The largest, Southstate Bank 401(K) Retirement Savings Plan, holds 100% of reported South Winter Haven plan assets.
  • Plans cover 11,395 participants — about 5,698 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$548.7MSummed across loaded plans$548,689,984
Total reported assets$548.7M$548,689,984
Total reported participants11.4K11,395
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$548.7M total assets
Net assets$548.7MLiabilities$0
Contributions & income
Employer contributions$16.3M
Participant contributions$32.7M
Total income / additions$134.7M
Expenses & distributions
Benefits paid / distributions$48.3M
Total expenses$48.7M
Net increase / (decrease)$86M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Winter Haven, 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

South Winter Haven market comparison

Largest plan share of assets100%Southstate Bank 401(K) Retirement Savings Plan
Participants per plan5,698Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in South Winter Haven

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

  1. 1
    Southstate Bank 401(K) Retirement Savings Plan$548.7M
    Southstate Bank, N.A. · 2023
  2. 2
    South State Bank, N.A. Employee Benefits Plannot reported in the loaded dataset
    South State Bank, National Association · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for South Winter Haven, FL?
2 plan(s) reported by 1 sponsor(s) are loaded for South Winter Haven, FL.

Related Form 5500 pages