Clearwater, 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, Clearwater, FL has 221 loaded benefit plan(s) reported by 146 plan sponsor(s), with $5,059,429,289 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 221
- Plan sponsors
- 146
- Total reported assets (EOY)
- $5,059,429,289
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Baycare Health System Retirement Plan | Baycare Health System | $2,674,398,986 | 2023 |
| Lincare Employees' 401(K) Plan | Lincare Inc. | $436,930,739 | 2023 |
| Marinemax, Inc. 401(K) Profit Sharing Plan | Marinemax, Inc. | $196,577,237 | 2023 |
| The Platinum 401(K) Retirement Savings Plan | Plan Fiduciary Services, Inc. | $181,100,987 | 2023 |
| Frankcrum Retirement Savings Plan | Frankcrum 11, Inc. | $159,805,673 | 2023 |
| New Horizons 401(K) Plan | Soft Computer Consultants, Inc. | $90,627,942 | 2023 |
| Independent Administrative Services, L.L.C. 401(K) Plan | Independent Administrative Services, L.L.C. | $78,027,327 | 2023 |
| Johnson, Pope Profit Sharing Plan And Trust | Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. | $63,805,506 | 2023 |
| Onedigital Open Pooled Employer Plan | Plan Fiduciary Services, Inc. | $60,129,933 | 2023 |
| Enterprise Select Pooled Employer Plan | Plan Fiduciary Services, Inc. | $59,822,627 | 2023 |
| Pods Enterprises, LLC Non-Union 401(K) Savings Plan | Pods Enterprises, LLC | $58,781,363 | 2023 |
| Risk Strategies Pooled Employer Plan For Private Equity Portfolio Co'S | Plan Compliance Services, Inc. | $54,678,450 | 2023 |
| Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) Profit Sharing Plan | Clearwater Cardiovascular And Interventional Consultants, Md, Pa | $49,568,800 | 2023 |
| Baycare Health System 403(B) Program | Baycare Health System Inc. | $47,244,786 | 2023 |
| Knowbe4, Inc. 401(K) Profit Sharing Plan & Trust | Knowbe4, Inc. | $42,770,593 | 2023 |
| Diploma Holdings, Inc. 401(K) Plan | Diploma Holdings, Inc | $38,847,186 | 2023 |
| Eya Tax-Sheltered 403(B) Plan | Eckerd Youth Alternatives, Inc. | $36,304,900 | 2023 |
| Bic Graphic 401(K) Savings & Investment Plan | Scribe Opco., Inc. | $34,298,868 | 2023 |
| Apg Electric, Inc. 401(K) Profit Sharing Plan | Apg Electric, Inc | $32,629,351 | 2023 |
| Travelopia Usa, Inc. 401(K) Plan | Travelopia Usa, Inc. | $29,032,828 | 2023 |
| Vispero 401(K) Plan | Freedom Scientific, Inc. | $28,189,687 | 2023 |
| Iti 401(K) Plan | Instrument Transformers, LLC | $25,720,898 | 2023 |
| Monin, Inc. 401(K) Profit Sharing Plan | Monin, Inc. | $25,359,547 | 2023 |
| Melitta 401(K) Plan | Melitta North America, Inc. | $24,126,140 | 2023 |
| Dimmitt Automotive Group 401(K) Profit Sharing Plan | Northstar Family Enterprises | $22,429,058 | 2023 |
Largest plans in Clearwater → · Clearwater plans with financial data → · $1B+ plans in Clearwater → · Providers by reported compensation →
Related Form 5500 pages
- All FL Form 5500 filings
- Baycare Health System Retirement Plan (plan 001)
- Baycare Health System — all reported plans
- Lincare Employees' 401(K) Plan (plan 001)
- Lincare Inc. — all reported plans
- Marinemax, Inc. 401(K) Profit Sharing Plan (plan 001)
- Marinemax, Inc. — all reported plans
- The Platinum 401(K) Retirement Savings Plan (plan 004)
- Plan Fiduciary Services, Inc. — all reported plans
- Frankcrum Retirement Savings Plan (plan 333)
- Frankcrum 11, Inc. — all reported plans
- New Horizons 401(K) Plan (plan 001)
- Soft Computer Consultants, Inc. — all reported plans
- Independent Administrative Services, L.L.C. 401(K) Plan (plan 001)
- Independent Administrative Services, L.L.C. — all reported plans
- Johnson, Pope Profit Sharing Plan And Trust (plan 001)
- Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. — all reported plans
- Onedigital Open Pooled Employer Plan (plan 008)
- Enterprise Select Pooled Employer Plan (plan 009)
- Pods Enterprises, LLC Non-Union 401(K) Savings Plan (plan 002)
- Pods Enterprises, LLC — all reported plans
- Risk Strategies Pooled Employer Plan For Private Equity Portfolio Co'S (plan 030)
- Plan Compliance Services, Inc. — all reported plans
- Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(K) Profit Sharing Plan (plan 001)
- Clearwater Cardiovascular And Interventional Consultants, Md, Pa — all reported plans
- Baycare Health System 403(B) Program (plan 002)
- Knowbe4, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Knowbe4, Inc. — all reported plans
- Methodology
- Data sources