Winter Haven, 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, Winter Haven, FL has 31 loaded benefit plan(s) reported by 26 plan sponsor(s), with $221,867,989 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $221,867,989
- Total reported liabilities (EOY)
- $486,590
- Total reported net assets (EOY)
- $221,381,399
Contributions & income
- Employer contributions
- $5,313,036
- Participant contributions
- $6,119,090
- Total income / additions
- $50,387,949
Expenses & distributions
- Benefits paid / distributions
- $39,298,927
- Total expenses
- $40,532,443
- Net increase / (decrease)
- $9,855,506
Coverage
- Total reported participants
- 9,848
- Plans with financial statements
- 21
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winter Haven, 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 |
|---|---|---|---|
| Bond Clinic, P.A. Profit Sharing Plan | Bond & Steele Clinic, P.A. | $86,827,320 | 2023 |
| Profit Sharing Plan For Employees Of Gessler Clinic, P.A. | Gessler Clinic P.A. | $49,323,606 | 2023 |
| Winter Haven Hospital Pension Plan | Winter Haven Hospital, Inc. | $31,064,885 | 2023 |
| Eye Specialists Of Mid-Florida, P.A. 401(K) Plan | Eye Specialists Of Mid-Florida, P.A. | $16,947,497 | 2023 |
| Haven Building Products Employee Stock Ownership Plan | Dugger Investments Company, Inc. Dba Haven Building Products | $10,054,249 | 2023 |
| Central Florida Health Care, Inc. 401(K) Plan | Central Florida Health Care, Inc. | $7,971,131 | 2023 |
| All Saints Academy 403(B) Dc Plan | All Saints Academy | $5,261,772 | 2023 |
| Indian River Transport Company 401(K) Plan | Indian River Transport Company | $5,041,678 | 2023 |
| Tucker Paving, Inc. 401(K) Plan | Tucker Paving, Inc. | $3,443,470 | 2023 |
| National Staffing Solutions, Inc. Retirement Plan | National Staffing Solutions, Inc. | $3,396,976 | 2023 |
| Two Pillars Retreat Inc. Retirement Plan | Two Pillars Retreat Inc. | $893,084 | 2023 |
| Elefent Enterprises, Inc. 401(K) Profit Sharing Plan | Elefent Enterprises, Inc. | $350,169 | 2023 |
| Wintertime Harvest 401k | Wintertime Harvest Corporation | $308,827 | 2023 |
| Thrive Right At Home, Inc. Profit Sharing Plan | Thrive Right At Home, Inc. | $287,904 | 2023 |
| Associate Realty & Investments Inc 401k Plan | Associate Realty & Investments Inc | $217,542 | 2023 |
| Haven Diy Crafts Corp. 401(K) Profit Sharing Plan | Haven Diy Crafts Corp. | $171,202 | 2023 |
| Terry Vending Services, Inc. 401k Profit Sharing Plan | Terry Vending Services, Inc. | $161,518 | 2023 |
| Engineered Cost Seg Solutions 401k Trust | Engineered Cost Seg Solutions Inc. | $79,690 | 2023 |
| Aubrey Enterprises, Inc. 401(K) Plan | Aubrey Enterprises, Inc. | $65,469 | 2023 |
| Bond Clinic Pa Health Care Plan | Bond & Steele Clinic Pa | $0 | 2023 |
| Certipay, Inc. 401(K) Plan | Certipay, Inc. | $0 | 2023 |
| Dodge Chrysler Jeep Of Winter Haven Inc Welfare Benefit Plan | Dodge Chrysler Jeep Of Winter Haven Inc | not reported in the loaded dataset | 2023 |
| Mainstay Healthcare Management | Mainstay Healthcare Management | not reported in the loaded dataset | 2023 |
| Commercial Warehousing, Inc / Cwi Logistics LLC Welfare Benefit Plan | Commercial Warehousing, Inc / Cwi Logistics LLC | not reported in the loaded dataset | 2023 |
| Eye Specialists Of Mid-Florida, P.A. Welfare Benefits Plan | Eye Specialists Of Mid-Florida, P.A. | not reported in the loaded dataset | 2023 |
Largest plans in Winter Haven → · Winter Haven plans by participants → · Winter Haven plans with financial data → · Winter Haven plans with provider compensation → · $1B+ plans in Winter Haven →
Related Form 5500 pages
- All FL Form 5500 filings
- Bond Clinic, P.A. Profit Sharing Plan (plan 002)
- Bond & Steele Clinic, P.A. — all reported plans
- Profit Sharing Plan For Employees Of Gessler Clinic, P.A. (plan 002)
- Gessler Clinic P.A. — all reported plans
- Winter Haven Hospital Pension Plan (plan 001)
- Winter Haven Hospital, Inc. — all reported plans
- Eye Specialists Of Mid-Florida, P.A. 401(K) Plan (plan 001)
- Eye Specialists Of Mid-Florida, P.A. — all reported plans
- Haven Building Products Employee Stock Ownership Plan (plan 001)
- Dugger Investments Company, Inc. Dba Haven Building Products — all reported plans
- Central Florida Health Care, Inc. 401(K) Plan (plan 003)
- Central Florida Health Care, Inc. — all reported plans
- All Saints Academy 403(B) Dc Plan (plan 001)
- All Saints Academy — all reported plans
- Indian River Transport Company 401(K) Plan (plan 001)
- Indian River Transport Company — all reported plans
- Tucker Paving, Inc. 401(K) Plan (plan 001)
- Tucker Paving, Inc. — all reported plans
- National Staffing Solutions, Inc. Retirement Plan (plan 002)
- National Staffing Solutions, Inc. — all reported plans
- Two Pillars Retreat Inc. Retirement Plan (plan 001)
- Two Pillars Retreat Inc. — all reported plans
- Elefent Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Elefent Enterprises, Inc. — all reported plans
- Wintertime Harvest 401k (plan 001)
- Wintertime Harvest Corporation — all reported plans
- Thrive Right At Home, Inc. Profit Sharing Plan (plan 001)
- Thrive Right At Home, Inc. — all reported plans
- Associate Realty & Investments Inc 401k Plan (plan 001)
- Associate Realty & Investments Inc — all reported plans
- Methodology
- Data sources