Stuart, 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, Stuart, FL has 40 loaded benefit plan(s) reported by 33 plan sponsor(s), with $799,443,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 40
- Plan sponsors
- 33
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $799,443,902
- Total reported liabilities (EOY)
- $8,127
- Total reported net assets (EOY)
- $395,651,518
Contributions & income
- Employer contributions
- $8,994,770
- Participant contributions
- $28,211,312
- Total income / additions
- $97,427,135
Expenses & distributions
- Benefits paid / distributions
- $31,774,426
- Total expenses
- $32,528,812
- Net increase / (decrease)
- $64,898,323
Coverage
- Total reported participants
- 21,288
- Plans with financial statements
- 29
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stuart, 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 |
|---|---|---|---|
| Martin Memorial Health Systems, Inc. 403(B) Retirement Savings Plan | Martin Memorial Health Systems, Inc. | $206,697,154 | 2023 |
| Martin Memorial Health Systems 401(K) Retirement Savings Plan | Medical And Financial Management, Inc. | $198,052,352 | 2023 |
| Espace Shares Trust | Espace Inc. | $129,665,120 | 2023 |
| Retirement Savings Plan For Employees Of Seacoast National Bank | Seacoast National Bank | $118,218,660 | 2023 |
| Nuco2 Management LLC 401(K) Savings & Retirement Plan | Linde | $40,851,733 | 2023 |
| South Florida Orthopaedics & Sports Medicine 401(K) Plan | South Florida Orthopaedics & Sports Medicine | $21,078,553 | 2023 |
| Treasure Coast Hospice Retirement Plan | Health & Palliative Services Of The Treasure Coast, Inc. | $19,141,537 | 2023 |
| Continental Shelf Associates 401(K) Plan | Continental Shelf Associates, Inc. | $17,398,413 | 2023 |
| Positive Behavior Supports Corporation 401(K) Profit Sharing Plan And Trust | Positive Behavior Supports Corp | $16,686,541 | 2023 |
| Visiting Nurse Association Of Florida, Inc Profit Sharing Plan & Trust | Visiting Nurse Association Of Florida, Inc | $10,989,774 | 2023 |
| Wallace Automotive Group 401(K) Plan | William Wallace Enterprises, Inc. | $10,046,742 | 2023 |
| Energy Reps, Inc. 401(K) Profit Sharing Plan | Energy Reps, Inc. | $4,066,207 | 2023 |
| Kiteboarding 401k Trust | Kiteboarding Inc. | $1,631,902 | 2023 |
| Visiting Nurse Association Of Florida, Inc. Defined Benefit Plan | Visiting Nurse Association Of Florida, Inc. | $1,260,676 | 2023 |
| Dm Perfection, Inc. 401(K) Plan | Dm Perfection, Inc. | $1,257,271 | 2023 |
| Treasure Coast Salon Suites Corp. 401(K) Profit Sharing Plan | Treasure Coast Salon Suites Corp. | $431,925 | 2023 |
| Software Network Development Corporation 401(K) Plan | Software Network Development Corporation | $405,887 | 2023 |
| Fifty Toes, Inc. 401k Profit Sharing Plan | Fifty Toes, Inc. | $363,808 | 2023 |
| Treasure Coast Hearing, Inc. Profit Sharing Plan | Treasure Coast Hearing, Inc. | $326,640 | 2023 |
| Tiki Taxi & Cruises, Inc. 401(K) Plan | Tiki Taxi & Cruises, Inc. | $319,524 | 2023 |
| Zoubou Inc. 401(K) Plan | Zoubou Inc. | $225,897 | 2023 |
| Price Wealth, Incorporated 401(K) Plan | Price Wealth, Incorporated | $92,495 | 2023 |
| Slaton & Sons Enterprises, Inc. 401(K) Profit Sharing Plan | Slaton & Sons Enterprises, Inc. | $85,508 | 2023 |
| Rossel Investments, Inc. 401(K) Plan | Rossel Investments, Inc. | $56,000 | 2023 |
| Colkay Holdings, Inc. 401(K) Plan | Colkay Holdings, Inc. | $55,687 | 2023 |
Largest plans in Stuart → · Stuart plans by participants → · Stuart plans with financial data → · Stuart plans with provider compensation → · $1B+ plans in Stuart →
Related Form 5500 pages
- All FL Form 5500 filings
- Martin Memorial Health Systems, Inc. 403(B) Retirement Savings Plan (plan 002)
- Martin Memorial Health Systems, Inc. — all reported plans
- Martin Memorial Health Systems 401(K) Retirement Savings Plan (plan 001)
- Medical And Financial Management, Inc. — all reported plans
- Espace Shares Trust (plan 001)
- Espace Inc. — all reported plans
- Retirement Savings Plan For Employees Of Seacoast National Bank (plan 002)
- Seacoast National Bank — all reported plans
- Nuco2 Management LLC 401(K) Savings & Retirement Plan (plan 002)
- Linde — all reported plans
- South Florida Orthopaedics & Sports Medicine 401(K) Plan (plan 001)
- South Florida Orthopaedics & Sports Medicine — all reported plans
- Treasure Coast Hospice Retirement Plan (plan 001)
- Health & Palliative Services Of The Treasure Coast, Inc. — all reported plans
- Continental Shelf Associates 401(K) Plan (plan 001)
- Continental Shelf Associates, Inc. — all reported plans
- Positive Behavior Supports Corporation 401(K) Profit Sharing Plan And Trust (plan 001)
- Positive Behavior Supports Corp — all reported plans
- Visiting Nurse Association Of Florida, Inc Profit Sharing Plan & Trust (plan 002)
- Visiting Nurse Association Of Florida, Inc — all reported plans
- Wallace Automotive Group 401(K) Plan (plan 001)
- William Wallace Enterprises, Inc. — all reported plans
- Energy Reps, Inc. 401(K) Profit Sharing Plan (plan 001)
- Energy Reps, Inc. — all reported plans
- Kiteboarding 401k Trust (plan 001)
- Kiteboarding Inc. — all reported plans
- Visiting Nurse Association Of Florida, Inc. Defined Benefit Plan (plan 003)
- Dm Perfection, Inc. 401(K) Plan (plan 001)
- Dm Perfection, Inc. — all reported plans
- Methodology
- Data sources