West Palm 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, West Palm Beach, FL has 204 loaded benefit plan(s) reported by 151 plan sponsor(s), with $5,277,126,408 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 204
- Plan sponsors
- 151
- Latest filing year
- 2023
What stands out in West Palm Beach
- 204 loaded plans hold $5.3B in reported assets across 151 sponsors.
- The largest, Oasis Retirement Savings Plan, holds 37% of reported West Palm Beach plan assets.
- Plans cover 301,650 participants — about 1,479 per plan.
- 64% of loaded plans report full Schedule H/I financial statements.
- 33% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Palm 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.
West Palm Beach market comparison
Largest loaded plans in West Palm Beach
Bars show each plan's reported end-of-year assets relative to the largest.
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- 14Searcy Denney Scarola Barnhart & Shipley, Pa · 2023
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- 22Island Hospitality Management, LLC · 2023
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- 24
- 25Kast Construction Company, LLC · 2023
Largest plans in West Palm Beach → · West Palm Beach plans by participants → · West Palm Beach plans with financial data → · West Palm Beach plans with provider compensation → · $1B+ plans in West Palm Beach →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for West Palm Beach, FL?
- 204 plan(s) reported by 151 sponsor(s) are loaded for West Palm Beach, FL.
Related Form 5500 pages
- All FL Form 5500 filings
- Oasis Retirement Savings Plan (plan 333)
- Oasis Outsourcing Holdings, Inc. And Its Affiliates — all reported plans
- Elliott Money Purchase Pension Plan (plan 001)
- Eimfl LLC — all reported plans
- Amsi 401(K) Plan (plan 001)
- Amsi — all reported plans
- Ocwen Financial 401(K) Savings Plan (plan 001)
- Ocwen Financial Corporation — all reported plans
- Elliott Section 401(K) Plan (plan 002)
- Gunster Retirement Savings Plan (plan 006)
- Gunster, Yoakley & Stewart, P.A. — all reported plans
- Oxbow Affiliated Companies Retirement Plan (plan 002)
- Oxbow Carbon LLC — all reported plans
- Master Trust For Florida Crystals Pension Plans (plan 001)
- Florida Crystals Corporation — all reported plans
- Vecellio Group, Inc. Retirement Savings Plan (plan 001)
- Vecellio Group, Inc. — all reported plans
- Florida Crystals Corporation Pension Plan (plan 001)
- Florida Crystals Corporation — all reported plans
- Palm Beach Atlantic University 403(B)(7) Plan (plan 001)
- Palm Beach Atlantic University, Inc. — all reported plans
- Florida Crystals Corporation Savings And Investment Plan (plan 004)
- Florida Crystals Corporation — all reported plans
- Trustbridge 401(K) Plan (plan 001)
- Trustbridge, Inc. — all reported plans
- Searcy, Denney Et Al. 401(K) Profit Sharing Plan (plan 003)
- Searcy Denney Scarola Barnhart & Shipley, Pa — all reported plans
- Cost Containment Group, Inc Employee Stock Ownership Plan (plan 002)
- Cost Containment Group, Inc — all reported plans
- Methodology
- Data sources