Alachua, 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, Alachua, FL has 16 loaded benefit plan(s) reported by 11 plan sponsor(s), with $133,624,786 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $133,624,786
- Total reported liabilities (EOY)
- $961,149
- Total reported net assets (EOY)
- $132,663,637
Contributions & income
- Employer contributions
- $6,498,014
- Participant contributions
- $10,094,873
- Total income / additions
- $40,691,709
Expenses & distributions
- Benefits paid / distributions
- $8,690,043
- Total expenses
- $9,198,811
- Net increase / (decrease)
- $31,492,898
Coverage
- Total reported participants
- 4,125
- Plans with financial statements
- 10
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alachua, 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 |
|---|---|---|---|
| Rti Surgical, Inc. Section 401(K) Plan | Rti Surgical, Inc. | $50,944,610 | 2023 |
| Axogen Corporation 401(K) Plan | Axogen Corporation | $30,549,261 | 2023 |
| Reid & Miller, Inc. Retirement Plan | Reid & Miller, Inc. | $14,327,034 | 2023 |
| Intermed Profit Sharing And 401(K) Plan | The Intermed Group | $13,186,370 | 2023 |
| Chw 401(K) Plan | Causseaux, Hewett & Walpole, Inc. | $10,562,138 | 2023 |
| National Center For Construction Education Research Retirement & Savings Plan | National Center For Construction Education Research | $8,628,389 | 2023 |
| Contemporary Management Concepts, Lllp 401(K) Plan | Contemporary Management Concepts, Lllp | $3,309,280 | 2023 |
| Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan | Jones, Edmunds & Associates, Inc. | $1,400,000 | 2023 |
| Alachua Self Storage, Inc. Profit Sharing Plan | Alachua Self Storage, Inc. | $682,403 | 2023 |
| Eleventh Maple Co. Retirement Plan | Eleventh Maple Co. | $35,301 | 2023 |
| Contemporary Management Concepts, Lllp Welfare Benefit Plan | Contemporary Management Concepts, Lllp | not reported in the loaded dataset | 2023 |
| Jones, Edmunds And Associates Welfare Benefit Plan | Jones, Edmunds & Associates, Inc. | not reported in the loaded dataset | 2023 |
| Axogen Corporation Health And Welfare Plan | Axogen Corporation | not reported in the loaded dataset | 2023 |
| Rti Surgical, Inc. Health And Welfare Plan | Rti Surgical, Inc. | not reported in the loaded dataset | 2023 |
| Galen Newco, LLC Welfare Benefit Plan | Galen Newco, LLC | not reported in the loaded dataset | 2023 |
| The Intermed Group, Inc. Welfare Benefits Plan | The Intermed Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Alachua → · Alachua plans by participants → · Alachua plans with financial data → · Alachua plans with provider compensation → · $1B+ plans in Alachua →
Related Form 5500 pages
- All FL Form 5500 filings
- Rti Surgical, Inc. Section 401(K) Plan (plan 001)
- Rti Surgical, Inc. — all reported plans
- Axogen Corporation 401(K) Plan (plan 001)
- Axogen Corporation — all reported plans
- Reid & Miller, Inc. Retirement Plan (plan 001)
- Reid & Miller, Inc. — all reported plans
- Intermed Profit Sharing And 401(K) Plan (plan 001)
- The Intermed Group — all reported plans
- Chw 401(K) Plan (plan 003)
- Causseaux, Hewett & Walpole, Inc. — all reported plans
- National Center For Construction Education Research Retirement & Savings Plan (plan 001)
- National Center For Construction Education Research — all reported plans
- Contemporary Management Concepts, Lllp 401(K) Plan (plan 002)
- Contemporary Management Concepts, Lllp — all reported plans
- Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan (plan 002)
- Jones, Edmunds & Associates, Inc. — all reported plans
- Alachua Self Storage, Inc. Profit Sharing Plan (plan 001)
- Alachua Self Storage, Inc. — all reported plans
- Eleventh Maple Co. Retirement Plan (plan 001)
- Eleventh Maple Co. — all reported plans
- Contemporary Management Concepts, Lllp Welfare Benefit Plan (plan 501)
- Jones, Edmunds And Associates Welfare Benefit Plan (plan 502)
- Axogen Corporation Health And Welfare Plan (plan 501)
- Rti Surgical, Inc. Health And Welfare Plan (plan 501)
- Galen Newco, LLC Welfare Benefit Plan (plan 501)
- Galen Newco, LLC — all reported plans
- Methodology
- Data sources