Plan5500

Keystone Heights, 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, Keystone Heights, FL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $71,468,537 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Keystone Heights

  • 4 loaded plans hold $71.5M in reported assets across 3 sponsors.
  • The largest, Clay Electric Cooperative, Inc. Retiree Welfare Benefit Plan, holds 100% of reported Keystone Heights plan assets.
  • Plans cover 1,383 participants — about 346 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$71.4MSummed across loaded plans$71,446,848
Total reported assets$71.5M$71,468,537
Total reported participants1.4K1,383
Total reported liabilities$21.7K$21,689

Reported net position

Reported assets = net assets + liabilities (summed)$71.5M total assets
Net assets$71.4MLiabilities$21.7K
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$2.1M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Keystone Heights, 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

Keystone Heights market comparison

Largest plan share of assets100%Clay Electric Cooperative, Inc. Retiree Welfare Benefit Plan
Participants per plan346Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Keystone Heights

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

  1. 1
    Clay Electric Cooperative, Inc. Retiree Welfare Benefit Plan$71.2M
    Clay Electric Cooperative, Inc. · 2023
  2. 2
    The Wicked Pigs Inc. 401(K) Plan$183.3K
    The Wicked Pigs Inc. · 2023
  3. 3
    Gainesville Sluggers, Inc. 401(K) Plan$57.7K
    Gainesville Sluggers, Inc. · 2023
  4. 4
    Clay Electric Cooperative Welfare Benefit Plannot reported in the loaded dataset
    Clay Electric Cooperative, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Keystone Heights, FL?
4 plan(s) reported by 3 sponsor(s) are loaded for Keystone Heights, FL.

Related Form 5500 pages