Lake Mary, 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, Lake Mary, FL has 67 loaded benefit plan(s) reported by 46 plan sponsor(s), with $972,973,292 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 67
- Plan sponsors
- 46
- Total reported assets (EOY)
- $972,973,292
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Finastra Usa Salary Savings 401(K) Plan | Finastra Usa Corporation | $398,187,252 | 2023 |
| Centralsquare Technologies 401(K) Plan | Centralsquare Technologies, LLC | $157,474,752 | 2023 |
| Qualus 401(K) Plan | Qualus Corp | $73,536,258 | 2023 |
| Faro 401(K) Plan | Faro Technologies, Inc. | $64,769,444 | 2023 |
| Frontline Insurance Managers 401(K) Plan | Frontline Insurance Managers, Inc. | $58,686,761 | 2023 |
| Addition Financial Credit Union 401(K) Profit Sharing Plan | Addition Financial Credit Union Dba Addition Financial | $44,714,772 | 2023 |
| Institute Of Internal Auditors 401(K) Plan | Institute Of Internal Auditors | $34,655,634 | 2023 |
| Accesso 401(K) Retirement Plan | Accesso, LLC | $31,204,778 | 2023 |
| North American Risk Services, Inc. 401(K) Plan | North American Risk Services, Inc. | $25,460,076 | 2023 |
| Employee Stock Ownership Plan And Trust For The Employees Of Quality Manufacturing Services, Inc. | Quality Manufacturing Services, Inc. | $17,247,801 | 2023 |
| Rls Usa Inc. 401k Plan | Rls Usa Inc. | $16,001,960 | 2023 |
| Team Cymru, Inc. 401(K) P/S Plan | Team Cymru, Inc. | $14,260,555 | 2023 |
| Village Farms, L.P. 401(K) Retirement Saving Plan | Village Farms, L.P. | $11,206,210 | 2023 |
| Club Assist Us LLC/Joint Ventures Retirement Plan | Club Assist Us LLC | $9,139,079 | 2023 |
| Florida Retina Institute 401(K) Profit Sharing Plan & Trust | Florida Retina Institute | $4,312,091 | 2023 |
| Turningpoint Healthcare Solutions, LLC 401(K) Plan | Turningpoint Healthcare Solutions, LLC | $3,883,102 | 2023 |
| Collage Companies Employee Stock Ownership Plan | Collage Design & Construction Group, Inc. | $2,669,239 | 2023 |
| Mortgage Lenders Investment Trading Corporation 401(K) Plan | Mortgage Lenders Investment Trading Corporation | $2,107,975 | 2023 |
| Elite Medical Staffing 401(K) Retirement Savings Plan | Elite Medical Staffing | $966,598 | 2023 |
| Saky Homecare 401k | Saky Homecare, Inc. | $813,787 | 2023 |
| Lizkit, Inc. 401(K) Plan | Lizkit, Inc. | $489,834 | 2023 |
| Healthcare Reimbursement Advisors, Inc. Welfare Benefit Plan | Healthcare Reimbursement Advisors, Inc. | $382,608 | 2023 |
| Elbrown Enterprises, Inc. Retirement Plan | Elbrown Enterprises, Inc. | $285,646 | 2023 |
| A A Sasser Holdings Inc 401(K) Plan | A A Sasser Holdings Inc | $206,477 | 2023 |
| Spring Hill Paws, Inc. 401(K) Plan | Spring Hill Paws, Inc. | $187,282 | 2023 |
Largest plans in Lake Mary → · Lake Mary plans with financial data → · $1B+ plans in Lake Mary → · Providers by reported compensation →
Related Form 5500 pages
- All FL Form 5500 filings
- Finastra Usa Salary Savings 401(K) Plan (plan 001)
- Finastra Usa Corporation — all reported plans
- Centralsquare Technologies 401(K) Plan (plan 001)
- Centralsquare Technologies, LLC — all reported plans
- Qualus 401(K) Plan (plan 002)
- Qualus Corp — all reported plans
- Faro 401(K) Plan (plan 001)
- Faro Technologies, Inc. — all reported plans
- Frontline Insurance Managers 401(K) Plan (plan 001)
- Frontline Insurance Managers, Inc. — all reported plans
- Addition Financial Credit Union 401(K) Profit Sharing Plan (plan 001)
- Addition Financial Credit Union Dba Addition Financial — all reported plans
- Institute Of Internal Auditors 401(K) Plan (plan 001)
- Institute Of Internal Auditors — all reported plans
- Accesso 401(K) Retirement Plan (plan 001)
- Accesso, LLC — all reported plans
- North American Risk Services, Inc. 401(K) Plan (plan 001)
- North American Risk Services, Inc. — all reported plans
- Employee Stock Ownership Plan And Trust For The Employees Of Quality Manufacturing Services, Inc. (plan 001)
- Quality Manufacturing Services, Inc. — all reported plans
- Rls Usa Inc. 401k Plan (plan 001)
- Rls Usa Inc. — all reported plans
- Team Cymru, Inc. 401(K) P/S Plan (plan 001)
- Team Cymru, Inc. — all reported plans
- Village Farms, L.P. 401(K) Retirement Saving Plan (plan 001)
- Village Farms, L.P. — all reported plans
- Club Assist Us LLC/Joint Ventures Retirement Plan (plan 001)
- Club Assist Us LLC — all reported plans
- Florida Retina Institute 401(K) Profit Sharing Plan & Trust (plan 004)
- Florida Retina Institute — all reported plans
- Methodology
- Data sources