Plan5500

Cocoa 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, Cocoa Beach, FL has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $27,737,057 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Cocoa Beach

  • 9 loaded plans hold $27.7M in reported assets across 8 sponsors.
  • The largest, Ron Jon Savings And Investment Plan, holds 63% of reported Cocoa Beach plan assets.
  • Plans cover 1,059 participants — about 118 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • 44% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.7MSummed across loaded plans$27,737,057
Total reported assets$27.7M$27,737,057
Total reported participants1.1K1,059
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.7M total assets
Net assets$27.7MLiabilities$0
Contributions & income
Employer contributions$781.5K
Participant contributions$1.3M
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation4 / 9 (44%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cocoa 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.

Computed from loaded plans

Cocoa Beach market comparison

Largest plan share of assets63%Ron Jon Savings And Investment Plan
Participants per plan118Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Cocoa Beach

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ron Jon Savings And Investment Plan$17.4M
    Ron Jon Surf Shop Of Fla., Inc. · 2023
  2. 2
    Sunrise Bank Ksop$4.9M
    Sunrise Bank · 2023
  3. 3
    Cocoa Beach Motel, Inc. Employee Savings Plan$2.2M
    Cocoa Beach Motel, Inc. · 2023
  4. 4
    Cbp Manager, LLC$1.5M
    Cbp Manager, LLC · 2023
  5. 5
    Golden Age Investments 401k$1.1M
    Meridian Investments LLC · 2023
  6. 6
    Wealth Transfer Group Profit Sharing Plan$510.7K
    The Wealth Transfer Group Inc · 2023
  7. 7
    Cocoa Beach Brewing Company 401(K) Plan$205.5K
    Cocoa Beach Brewing Company · 2023
  8. 8
    Grambron Enterprises, Inc. 401(K) Profit Sharing Plan$34.6K
    Grambron Enterprises, Inc. · 2023
  9. 9
    Ron Jon Surf Shop Of Fla Flexible Benefit Plannot reported in the loaded dataset
    Ron Jon Surf Shop Of Fla, Inc. · 2023

Largest plans in Cocoa Beach → · Cocoa Beach plans by participants → · Cocoa Beach plans with financial data → · Cocoa Beach plans with provider compensation → · $1B+ plans in Cocoa Beach →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cocoa Beach, FL?
9 plan(s) reported by 8 sponsor(s) are loaded for Cocoa Beach, FL.

Related Form 5500 pages