Plan5500

Tallahassee, 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, Tallahassee, FL has 128 loaded benefit plan(s) reported by 92 plan sponsor(s), with $1,645,820,876 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
128
Plan sponsors
92
Latest filing year
2023

What stands out in Tallahassee

  • 128 loaded plans hold $1.6B in reported assets across 92 sponsors.
  • The largest, Pension Plan Of Tallahassee Memorial Healthcare, Inc., holds 16% of reported Tallahassee plan assets.
  • Plans cover 53,913 participants — about 421 per plan.
  • 68% of loaded plans report full Schedule H/I financial statements.
  • 35% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.6BSummed across loaded plans$1,639,326,951
Total reported assets$1.6B$1,645,820,876
Total reported participants53.9K53,913
Total reported liabilities$6.1M$6,104,661

Reported net position

Reported assets = net assets + liabilities (summed)$1.6B total assets
Net assets$1.6BLiabilities$6.1M
Contributions & income
Employer contributions$56.3M
Participant contributions$43.9M
Total income / additions$339.1M
Expenses & distributions
Benefits paid / distributions$376.3M
Total expenses$380.1M
Net increase / (decrease)-$41M

Data coverage

Plans with financial statements87 / 128 (68%)
Plans with provider compensation45 / 128 (35%)

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

Tallahassee market comparison

Largest plan share of assets16%Pension Plan Of Tallahassee Memorial Healthcare, Inc.
Participants per plan421Average across loaded plans
Plan sponsors92
Ranked by reported assets

Largest loaded plans in Tallahassee

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

  1. 1
    Pension Plan Of Tallahassee Memorial Healthcare, Inc.$255.3M
    Tallahassee Memorial Healthcare, Inc. · 2023
  2. 2
    Tallahassee Memorial Healthcare 401(A) Retirement Savings Plan$180.7M
    Tallahassee Memorial Healthcare Inc · 2023
  3. 3
    Tallahassee Memorial Healthcare 403(B) Retirement Savings Plan$171.7M
    Tallahassee Memorial Healthcare Inc · 2023
  4. 4
    Capital City Bank Group, Inc. Retirement Plan$125.3M
    Capital City Bank Group, Inc. · 2023
  5. 5
    Mainline Information Systems 401(K) Plan$109.4M
    Mainline Information Systems · 2023
  6. 6
    Cpi 401(K) Plan$102.9M
    Construction Partners, Inc. · 2023
  7. 7
    Capital City Bank Group, Inc. 401(K) Plan$48.1M
    Capital City Bank Group, Inc. · 2023
  8. 8
    Radiology Associates Of Tallahassee, P.A. 401(K) Profit Sharing Plan$41.6M
    Radiology Associates Of Tallahassee, P.A. · 2023
  9. 9
    Syn-Tech Systems Retirement Plan$36.5M
    Syn-Tech Systems, Inc. · 2023
  10. 10
    Bryant Miller Olive 401(K) Plan$33.5M
    Bryant Miller Olive P.A. · 2023
  11. 11
    Tallahassee Primary Care Associates, Pa 401(K) Profit Sharing Plan$31.3M
    Tallahassee Primary Care Associates, Pa · 2023
  12. 12
    Icuf Multiple Employer Plan$25.7M
    Florida Independent College Fund · 2023
  13. 13
    Ketchum, Wood And Burgert Chartered Profit Sharing Plan$24.1M
    Ketchum Wood & Burgert Chartered · 2023
  14. 14
    Dermatology Associates Of Tallahassee P. A. Profit Sharing 401(K) Plan$22.5M
    Dermatology Associates Of Tallahassee, P.A. · 2023
  15. 15
    Thomas Howell Ferguson, P.A. 401k Plan$21.5M
    Thomas Howell Ferguson, P.A. · 2023
  16. 16
    Facc Premium Deferred 401(K) Plan$18.7M
    Florida Association Of Court Clerks · 2023
  17. 17
    Vr Systems, Inc. Employee Stock Ownership Plan$18.3M
    Vr Systems, Inc. · 2023
  18. 18
    Alfred B. Maclay, Jr. Day School Retirement Plan$17.4M
    Alfred B. Maclay, Jr. Day School · 2023
  19. 19
    Florida State University Foundation, Inc. 403(B) Defined Contribution Plan$17.4M
    Florida State University Foundation, Inc. · 2023
  20. 20
    Radey Thomas Yon & Clark 401(K) Plan$17M
    Radey Thomas Yon & Clark · 2023
  21. 21
    Nova Technologies 401(K) Profit Sharing Plan$16.2M
    Nova Technologies, An Employee Owned Engineering Company · 2023
  22. 22
    First Commerce Credit Union Profit Sharing 401(K) Savings Plan$15.6M
    First Commerce Credit Union · 2023
  23. 23
    Alpha Ii, LLC 401(K) Profit Sharing Plan$13.9M
    Alpha Ii, LLC · 2023
  24. 24
    Medicus Select, LLC 401(K) Plan$13.8M
    Medicus Select, LLC · 2023
  25. 25
    Digestive Disease Clinic 401(K) Profit Sharing Plan$13.4M
    Stockwell, Reisman, Paulk & Taylor, P.A. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tallahassee, FL?
128 plan(s) reported by 92 sponsor(s) are loaded for Tallahassee, FL.

Related Form 5500 pages