Fort Myers, 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, Fort Myers, FL has 155 loaded benefit plan(s) reported by 121 plan sponsor(s), with $2,366,854,458 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 155
- Plan sponsors
- 121
- Total reported assets (EOY)
- $2,366,854,458
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| G.M.P. - Employers Retiree Trust | G.M.P.-Employers Retiree Trust | $545,681,576 | 2023 |
| Genesiscare Usa, Inc. Profit Sharing 401(K) Retirement Plan | Genesiscare Usa, Inc. | $265,756,743 | 2023 |
| Florida Cancer Specialists & Research Institute, LLC 401(K) Profit Sharing Plan & Trust | Florida Cancer Specialists & Research Institute, LLC | $257,936,247 | 2023 |
| Chico'S Fas, Inc. 401(K) Elective Deferral Plan | Chico'S Fas, Inc. | $174,807,748 | 2023 |
| Neogenomics Laboratories, Inc. 401(K) Profit Sharing Plan | Neogenomics Laboratories, Inc. | $158,742,513 | 2023 |
| Millennium Physician Group 401(K) Plan & Trust | Millennium Physician Group, LLC | $158,586,098 | 2023 |
| B & I Contractors, Inc. Employee Stock Ownership Plan | B & I Contractors, Inc. | $101,733,428 | 2023 |
| Aqua Dermatology 401(K) Profit Sharing Plan | Naples Center For Dermatology And Cosmetic Surgery | $43,413,871 | 2023 |
| Shell Point Thrift Plan | The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R | $42,544,334 | 2023 |
| Henderson, Franklin, Starnes & Holt, P.A. Employee Profit Sharing Plan | Henderson Franklin Starnes & Holt, P.A. | $34,582,950 | 2023 |
| Finemark National Bank & Trust 401(K) Plan | Finemark National Bank & Trust | $32,737,765 | 2023 |
| Radiology Regional Center, P. A. Profit-Sharing/401(K) Plan | Radiology Regional Center, P.A. | $30,942,647 | 2023 |
| Physicians Primary Care Of Southwest Florida, P.L. 401(K) Profit Sharing Plan And Trust | Physicians Primary Care Of Southwest Florida, P.L. | $27,232,700 | 2023 |
| Ltc Global, Inc. 401(K) Plan | Ltc Global, Inc. | $26,481,113 | 2023 |
| Florida Heart Associates Retirement Plan | Florida Heart Associates, P.L. | $25,907,947 | 2023 |
| 401(A) Profit-Sharing Plan For Employees Of Family Health Centers Of Southwest Florida, Inc. | Family Health Centers Of South | $23,858,697 | 2023 |
| Somero Enterprises, Inc 401(K) Profit Sharing Plan And Trust | Somero Enterprises Inc | $21,501,273 | 2023 |
| Tax Deferred Annuity Plan Of Family Health Centers Of Southwest Florida, Inc. | Family Health Centers Of Southwest Florida, Inc. | $20,018,689 | 2023 |
| Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan | Payroll Made Easy, Inc. Dba Continuum Hr | $19,954,471 | 2023 |
| Alico, Inc. 401(K) Profit Sharing Plan | Alico, Inc. | $17,877,550 | 2023 |
| Canterbury School, Inc. 403(B) Retirement Plan | The Canterbury School, Inc. | $17,851,889 | 2023 |
| Foster & Foster Consulting Actuaries, Inc. 401(K) Plan | Foster & Foster Consulting Actuaries, Inc. | $17,524,705 | 2023 |
| B & I Contractors, Inc. 401(K) Plan | B & I Contractors, Inc. | $16,388,749 | 2023 |
| Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan | Johnson Engineering, Inc. | $16,320,089 | 2023 |
| Softserve, Inc. 401(K) Plan | Softserve, Inc. | $15,754,818 | 2023 |
Largest plans in Fort Myers → · Fort Myers plans with financial data → · $1B+ plans in Fort Myers → · Providers by reported compensation →
Related Form 5500 pages
- All FL Form 5500 filings
- G.M.P. - Employers Retiree Trust (plan 501)
- G.M.P.-Employers Retiree Trust — all reported plans
- Genesiscare Usa, Inc. Profit Sharing 401(K) Retirement Plan (plan 001)
- Genesiscare Usa, Inc. — all reported plans
- Florida Cancer Specialists & Research Institute, LLC 401(K) Profit Sharing Plan & Trust (plan 002)
- Florida Cancer Specialists & Research Institute, LLC — all reported plans
- Chico'S Fas, Inc. 401(K) Elective Deferral Plan (plan 001)
- Chico'S Fas, Inc. — all reported plans
- Neogenomics Laboratories, Inc. 401(K) Profit Sharing Plan (plan 001)
- Neogenomics Laboratories, Inc. — all reported plans
- Millennium Physician Group 401(K) Plan & Trust (plan 001)
- Millennium Physician Group, LLC — all reported plans
- B & I Contractors, Inc. Employee Stock Ownership Plan (plan 001)
- B & I Contractors, Inc. — all reported plans
- Aqua Dermatology 401(K) Profit Sharing Plan (plan 001)
- Naples Center For Dermatology And Cosmetic Surgery — all reported plans
- Shell Point Thrift Plan (plan 003)
- The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R — all reported plans
- Henderson, Franklin, Starnes & Holt, P.A. Employee Profit Sharing Plan (plan 001)
- Henderson Franklin Starnes & Holt, P.A. — all reported plans
- Finemark National Bank & Trust 401(K) Plan (plan 001)
- Finemark National Bank & Trust — all reported plans
- Radiology Regional Center, P. A. Profit-Sharing/401(K) Plan (plan 002)
- Radiology Regional Center, P.A. — all reported plans
- Physicians Primary Care Of Southwest Florida, P.L. 401(K) Profit Sharing Plan And Trust (plan 001)
- Physicians Primary Care Of Southwest Florida, P.L. — all reported plans
- Ltc Global, Inc. 401(K) Plan (plan 002)
- Ltc Global, Inc. — all reported plans
- Florida Heart Associates Retirement Plan (plan 001)
- Florida Heart Associates, P.L. — all reported plans
- Methodology
- Data sources