Tampa, 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, Tampa, FL has 840 loaded benefit plan(s) reported by 568 plan sponsor(s), with $44,704,206,484 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
840
Plan sponsors
568
Latest filing year
2023

What stands out in Tampa

  • 840 loaded plans hold $44.7B in reported assets across 568 sponsors.
  • The largest, Savings Plan For Employees And Partners Of Pwc, holds 25% of reported Tampa plan assets.
  • Plans cover 1,014,190 participants — about 1,207 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 37% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$44.5BSummed across loaded plans$44,514,050,318
Total reported assets$44.7B$44,704,206,484
Total reported participants1M1,014,190
Total reported liabilities$161.3M$161,319,304

Reported net position

Reported assets = net assets + liabilities (summed)$44.7B total assets
Net assets$44.5BLiabilities$161.3M
Contributions & income
Employer contributions$1.4B
Participant contributions$1.6B
Total income / additions$9.4B
Expenses & distributions
Benefits paid / distributions$2.8B
Total expenses$2.9B
Net increase / (decrease)$6.6B

Data coverage

Plans with financial statements480 / 840 (57%)
Plans with provider compensation309 / 840 (37%)

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

Tampa market comparison

Largest plan share of assets25%Savings Plan For Employees And Partners Of Pwc
Participants per plan1,207Average across loaded plans
Plan sponsors568
Ranked by reported assets

Largest loaded plans in Tampa

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

  1. 1
  2. 2
  3. 3
    Pwc Us Group Llp · 2023
  4. 4
  5. 5
  6. 6
    Teco Energy, Inc. · 2023
  7. 7
    The Mosaic Company · 2023
  8. 8
    The Mosaic Company · 2023
  9. 9
    Teco Energy, Inc. · 2023
  10. 10
    Gerdau Ameristeel Us Inc. · 2023
  11. 11
    Pricewaterhousecoopers Llp · 2023
  12. 12
    Shriners Hospitals For Children · 2023
  13. 13
    H. Lee Moffitt Cancer Center And Research Institute · 2023
  14. 14
    Gerdau Ameristeel Us Inc. · 2023
  15. 15
    Pwc Us Group Llp · 2023
  16. 16
    Shriners Hospitals For Children · 2023
  17. 17
    Florida Health Sciences Center, Inc. · 2023
  18. 18
  19. 19
    H. Lee Moffitt Cancer Center And Research Institute, Inc. · 2023
  20. 20
    Primo Water Holdings Inc · 2023
  21. 21
    Masonite Corporation · 2023
  22. 22
  23. 23
    Gerdau Ameristeel Us Inc. · 2023
  24. 24
    The Mosaic Company · 2023
  25. 25
    Kforce Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tampa, FL?
840 plan(s) reported by 568 sponsor(s) are loaded for Tampa, FL.

Related Form 5500 pages