Vero Beach, 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, Vero Beach, FL has 57 loaded benefit plan(s) reported by 43 plan sponsor(s), with $716,368,733 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 57
- Plan sponsors
- 43
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $716,368,733
- Total reported liabilities (EOY)
- $9,109,536
- Total reported net assets (EOY)
- $707,259,197
Contributions & income
- Employer contributions
- $24,542,217
- Participant contributions
- $29,837,327
- Total income / additions
- $158,812,237
Expenses & distributions
- Benefits paid / distributions
- $61,777,017
- Total expenses
- $65,799,194
- Net increase / (decrease)
- $93,013,043
Coverage
- Total reported participants
- 30,719
- Plans with financial statements
- 42
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Vero Beach, 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 |
|---|---|---|---|
| Southern States Savings & Retirement Plan Trust | Southern States Savings & Retirement Plan Trust | $178,216,433 | 2023 |
| Irmc 403(B) Plan | Indian River Memorial Hospital, Inc. D/B/A Indian River Medical Center | $137,641,740 | 2023 |
| Communications International, Inc. Employee Stock Ownership Plan And Trust | Communications International, Inc. | $99,217,097 | 2023 |
| Piper Aircraft, Inc. Retirement Savings Plan | Piper Aircraft, Inc. | $74,247,091 | 2023 |
| Indian River Memorial Hospital, Inc. Pension Plan | Indian River Memorial Hospital, Inc. | $61,712,839 | 2023 |
| George E. Warren Employees Profit Sharing Plan | George E. Warren LLC | $31,875,071 | 2023 |
| St. Edward'S School Defined Contribution Retirement Plan | Saint Edward'S School | $21,687,791 | 2023 |
| Communications International, Inc. Salary Savings Plan | Communications International, Inc. | $20,546,212 | 2023 |
| Vna Of The Treasure Coast 403(B) Plan | Visiting Nurse Association Of The Treasure Coast, Inc. | $18,380,854 | 2023 |
| Regency Windsor Management, Inc. Savings Plan | Regency Windsor Management, Inc. | $8,159,765 | 2023 |
| Torwest, Inc. 401(K) Plan | Torwest, Inc. | $7,946,022 | 2023 |
| Harbor Retirement Associates, LLC 401(K) Plan | Harbor Retirement Associates, LLC | $7,498,538 | 2023 |
| Garrick Kantzler, M.D., P.A. Profit Sharing Trust | Garrick Kantzler, M.D., P.A. | $6,353,589 | 2023 |
| Medical Data Systems, Inc. 401(K) Plan | Medical Data System, Inc. | $6,103,717 | 2023 |
| Boston Barricade Holdings, Inc. Employee Stock Ownership Plan | Boston Barricade Holdings, Inc. | $5,150,000 | 2023 |
| Employee Benefit Plan Of Whole Family Health Center, Inc. | Whole Family Health Center, Inc. | $4,964,827 | 2023 |
| Network Technologies Investmen 401(K) Profit Sharing Plan & Trust | Network Technologies Investmen | $3,598,959 | 2023 |
| Tuttle Larsen, P.A. 401(K) Profit Sharing Plan | Tuttle Larsen, P.A. | $2,774,267 | 2023 |
| Susan S. Smith, Inc. Profit Sharing Trust | Susan S. Smith, Inc. | $2,724,956 | 2023 |
| Hibiscus Childrens Center Inc 401(K) Profit Sharing Plan & Trust | Hibiscus Childrens Center Inc | $2,497,649 | 2023 |
| Thomas & Fees Accountancy Corporation 401k Profit Sharing Plan | Thomas & Fees Accountancy Corporation | $2,460,621 | 2023 |
| Kamw Inc. Retirement Plan | Kamw Inc. | $2,232,954 | 2023 |
| Newapp Holdings, Inc. Retirement Plan | Newapp Holdings, Inc. | $1,505,361 | 2023 |
| Vocelle & Berg, Llp 401(K) Profit Sharing Plan | Vocelle & Berg, LLC | $1,464,932 | 2023 |
| 403(B) Thrift Plan For Employees Of Economic Opportunities Council | Economic Opportunities Council Of Indian River County Inc | $1,398,199 | 2023 |
Largest plans in Vero Beach → · Vero Beach plans by participants → · Vero Beach plans with financial data → · Vero Beach plans with provider compensation → · $1B+ plans in Vero Beach →
Related Form 5500 pages
- All FL Form 5500 filings
- Southern States Savings & Retirement Plan Trust (plan 001)
- Southern States Savings & Retirement Plan Trust — all reported plans
- Irmc 403(B) Plan (plan 002)
- Indian River Memorial Hospital, Inc. D/B/A Indian River Medical Center — all reported plans
- Communications International, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Communications International, Inc. — all reported plans
- Piper Aircraft, Inc. Retirement Savings Plan (plan 001)
- Piper Aircraft, Inc. — all reported plans
- Indian River Memorial Hospital, Inc. Pension Plan (plan 001)
- George E. Warren Employees Profit Sharing Plan (plan 004)
- George E. Warren LLC — all reported plans
- St. Edward'S School Defined Contribution Retirement Plan (plan 001)
- Saint Edward'S School — all reported plans
- Communications International, Inc. Salary Savings Plan (plan 001)
- Vna Of The Treasure Coast 403(B) Plan (plan 002)
- Visiting Nurse Association Of The Treasure Coast, Inc. — all reported plans
- Regency Windsor Management, Inc. Savings Plan (plan 001)
- Regency Windsor Management, Inc. — all reported plans
- Torwest, Inc. 401(K) Plan (plan 001)
- Torwest, Inc. — all reported plans
- Harbor Retirement Associates, LLC 401(K) Plan (plan 001)
- Harbor Retirement Associates, LLC — all reported plans
- Garrick Kantzler, M.D., P.A. Profit Sharing Trust (plan 002)
- Garrick Kantzler, M.D., P.A. — all reported plans
- Medical Data Systems, Inc. 401(K) Plan (plan 001)
- Medical Data System, Inc. — all reported plans
- Boston Barricade Holdings, Inc. Employee Stock Ownership Plan (plan 002)
- Boston Barricade Holdings, Inc. — all reported plans
- Methodology
- Data sources