Lake Wales, 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 Wales, FL has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $139,169,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $139,169,639
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $139,169,639
Contributions & income
- Employer contributions
- $3,738,701
- Participant contributions
- $7,792,767
- Total income / additions
- $31,798,564
Expenses & distributions
- Benefits paid / distributions
- $15,977,711
- Total expenses
- $16,499,401
- Net increase / (decrease)
- $15,299,163
Coverage
- Total reported participants
- 4,872
- Plans with financial statements
- 8
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Wales, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Citrus World, Inc. 401(K) Retirement Plan | Citrus World, Inc. | $79,501,968 | 2023 |
| E.R. Jahna Industries, Inc. 401(K) Plan | E.R. Jahna Industries, Inc. | $22,754,387 | 2023 |
| Citizens Bank And Trust 401(K) Plan | Citizens Bank & Trust | $13,086,318 | 2023 |
| Oakley Transportation Group 401(K) Plan | Oakley Transportation Group, Inc. | $12,093,996 | 2023 |
| Bok Tower Garden, Inc Retirement Plan | Bok Tower Garden, Inc. | $5,697,814 | 2023 |
| Hunt Bros., Inc. Retirement Plan | Hunt Bros., Inc. | $4,041,304 | 2023 |
| Steven D Reddick Dmd Pa Profit Sharing Plan And Trust | Steven D Reddick Dmd Pa | $1,613,957 | 2023 |
| Itx, Inc. Profit Sharing Plan | Bridgemaster Fishing Products, Inc | $379,895 | 2023 |
| Chemical Containers Welfare Benefit Plan | Chemical Containers, Inc. | not reported in the loaded dataset | 2023 |
| Section 125 Cafeteria Plan | Oakley Transport, Inc. | not reported in the loaded dataset | 2023 |
| E.R. Jahna Industries, Inc. Health Insurance Plan | E.R. Jahna Industries, Inc | not reported in the loaded dataset | 2023 |
| Petersen Industries Health And Welfare Benefit Plan | Petersen Industries | not reported in the loaded dataset | 2023 |
| Florida'S Natural Growers, Inc. Welfare Benefit Plan | Florida'S Natural Growers, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lake Wales → · Lake Wales plans by participants → · Lake Wales plans with financial data → · Lake Wales plans with provider compensation → · $1B+ plans in Lake Wales →
Related Form 5500 pages
- All FL Form 5500 filings
- Citrus World, Inc. 401(K) Retirement Plan (plan 333)
- Citrus World, Inc. — all reported plans
- E.R. Jahna Industries, Inc. 401(K) Plan (plan 002)
- E.R. Jahna Industries, Inc. — all reported plans
- Citizens Bank And Trust 401(K) Plan (plan 001)
- Citizens Bank & Trust — all reported plans
- Oakley Transportation Group 401(K) Plan (plan 001)
- Oakley Transportation Group, Inc. — all reported plans
- Bok Tower Garden, Inc Retirement Plan (plan 001)
- Bok Tower Garden, Inc. — all reported plans
- Hunt Bros., Inc. Retirement Plan (plan 001)
- Hunt Bros., Inc. — all reported plans
- Steven D Reddick Dmd Pa Profit Sharing Plan And Trust (plan 001)
- Steven D Reddick Dmd Pa — all reported plans
- Itx, Inc. Profit Sharing Plan (plan 001)
- Bridgemaster Fishing Products, Inc — all reported plans
- Chemical Containers Welfare Benefit Plan (plan 501)
- Chemical Containers, Inc. — all reported plans
- Section 125 Cafeteria Plan (plan 501)
- Oakley Transport, Inc. — all reported plans
- E.R. Jahna Industries, Inc. Health Insurance Plan (plan 501)
- Petersen Industries Health And Welfare Benefit Plan (plan 501)
- Petersen Industries — all reported plans
- Florida'S Natural Growers, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources