Plan5500

Titusville, 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, Titusville, FL has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $10,141,247 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Titusville

  • 9 loaded plans hold $10.1M in reported assets across 9 sponsors.
  • The largest, Hospice Of St. Francis 401(K) Plan, holds 69% of reported Titusville plan assets.
  • Plans cover 1,396 participants — about 155 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.6MSummed across loaded plans$8,550,188
Total reported assets$10.1M$10,141,247
Total reported participants1.4K1,396
Total reported liabilities$1.6M$1,591,059

Reported net position

Reported assets = net assets + liabilities (summed)$10.1M total assets
Net assets$8.6MLiabilities$1.6M
Contributions & income
Employer contributions$455.8K
Participant contributions$900K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation2 / 9 (22%)

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

Titusville market comparison

Largest plan share of assets69%Hospice Of St. Francis 401(K) Plan
Participants per plan155Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Titusville

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

  1. 1
    Hospice Of St. Francis 401(K) Plan$7M
    Hospice Of St Francis · 2023
  2. 2
    Rlj Enterprises Inc. 401(K) Plan$971.1K
    Rlj Enterprises Inc. · 2023
  3. 3
    The Great Outdoors Community Service Association, Inc. 401(K) Profit Sharing Plan$905.3K
    The Great Outdoors Premier R.V./ Golf Resort Community Services · 2023
  4. 4
    P Insurance Group Agencies Retirement Plan$621.6K
    P Insurance Group Agencies, Inc. · 2023
  5. 5
    Alpha-Omega Training And Compliance, Inc. Employee Stock Ownership Plan$610.5K
    Alpha-Omega Training And Compliance, Inc · 2023
  6. 6
    Eckler Industries Inc 401(K) Profit Sharing Plan & Trust$0
    Eckler Industries Inc · 2023
  7. 7
    St. Francis Reflections Lifestage Care Welfare Benefit Plannot reported in the loaded dataset
    St. Francis Reflections Lifestage Care · 2023
  8. 8
    Knight Enterprises Employee Benefit Plannot reported in the loaded dataset
    Knight Enterprises Management, LLC · 2023
  9. 9
    Barn Light Electric Company Benefit Welfare Plannot reported in the loaded dataset
    Barn Light Electric Company, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Titusville, FL?
9 plan(s) reported by 9 sponsor(s) are loaded for Titusville, FL.

Related Form 5500 pages