Lakeland, 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, Lakeland, FL has 125 loaded benefit plan(s) reported by 86 plan sponsor(s), with $20,171,151,971 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 125
- Plan sponsors
- 86
- Total reported assets (EOY)
- $20,171,151,971
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust | Publix Super Markets, Inc. | $11,810,430,673 | 2023 |
| Publix Super Markets, Inc. 401(K) Smart Plan | Publix Super Markets, Inc. | $6,572,590,596 | 2023 |
| Lakeland Regional Medical Center 403(B) Plan | Lakeland Regional Medical Center, Inc. | $374,088,625 | 2023 |
| Watson Clinic Llp Profit Sharing Plan | Watson Clinic Llp | $282,522,839 | 2023 |
| Lakeland Regional Medical Center Retirement Plan Trust | Lakeland Regional Medical Center, Inc. | $176,552,054 | 2023 |
| Saddle Creek Corporation Retirement Savings Plan | Saddle Creek Corporation Dba Saddle Creek Logistics | $133,255,749 | 2023 |
| Harrell'S Employee Stock Ownership Plan | Harrells, Inc. | $132,200,205 | 2023 |
| Midflorida Credit Union Retirement Pension Plan | Midflorida Credit Union | $124,959,178 | 2023 |
| Florida Southern College Defined Contribution Retirement Plan | Florida Southern College | $81,160,438 | 2023 |
| Midflorida Credit Union Capital Accumulation Plan | Midflorida Credit Union | $75,711,308 | 2023 |
| Harrell'S 401(K) & Profit Sharing Plan | Harrell'S, LLC | $56,047,299 | 2023 |
| Radiology And Imaging Specialists Of Lakeland, P.A. 401(K) Profit Sharing Plan | Radiology And Imaging Specialists Of Lakeland, P.A. | $31,143,432 | 2023 |
| Welldyne Rx 401k Retirement Plan Plan | Welldyne Rx | $27,328,264 | 2023 |
| Integrated Supply Network Retirement Plan | Integrated Supply Network, LLC | $25,971,433 | 2023 |
| John J Jerue Truck Broker, Inc. 401(K) Profit Sharing Plan & Trust | John J Jerue Truck Broker | $21,719,379 | 2023 |
| Doherty Auto Group 401(K) Plan | Memorial Motors, Inc. | $20,767,646 | 2023 |
| Publix Employees Federal Credit Union 401(K) Profit Sharing Plan And Trust | Publix Employees Federal Credit Union | $16,626,295 | 2023 |
| Hall Communications, Inc. 401(K) Plan | Hall Communications, Inc. | $13,363,374 | 2023 |
| Radio Training Network, Inc. 401(K) Plan | Radio Training Network, Inc. | $12,810,328 | 2023 |
| Kyra Solutions, Inc. 401(K) Plan And Trust | Kyra Solutions, Inc. | $11,952,900 | 2023 |
| Mid-State Machine And Fabricating Corp. 401(K) Plan | Mid-State Machine And Fabricating Corporation | $11,565,931 | 2023 |
| Treatt Usa 401k Profit Sharing Plan & Trust | Treatt Usa, Inc. | $10,758,723 | 2023 |
| Advanced Aluminium Of Polk County, Inc. Employee Stock Ownership Plan | Advanced Aluminum Of Polk County, Inc. | $9,989,111 | 2023 |
| Chastain-Skillman, Inc. 401(K) Profit Sharing Plan And Trust | Chastain-Skillman, Inc. | $9,746,919 | 2023 |
| Bank Of Central Florida 401(K) Plan | Bank Of Central Florida | $8,839,314 | 2023 |
Largest plans in Lakeland → · Lakeland plans with financial data → · $1B+ plans in Lakeland → · Providers by reported compensation →
Related Form 5500 pages
- All FL Form 5500 filings
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust (plan 002)
- Publix Super Markets, Inc. — all reported plans
- Publix Super Markets, Inc. 401(K) Smart Plan (plan 004)
- Lakeland Regional Medical Center 403(B) Plan (plan 003)
- Lakeland Regional Medical Center, Inc. — all reported plans
- Watson Clinic Llp Profit Sharing Plan (plan 001)
- Watson Clinic Llp — all reported plans
- Lakeland Regional Medical Center Retirement Plan Trust (plan 002)
- Saddle Creek Corporation Retirement Savings Plan (plan 001)
- Saddle Creek Corporation Dba Saddle Creek Logistics — all reported plans
- Harrell'S Employee Stock Ownership Plan (plan 002)
- Harrells, Inc. — all reported plans
- Midflorida Credit Union Retirement Pension Plan (plan 001)
- Midflorida Credit Union — all reported plans
- Florida Southern College Defined Contribution Retirement Plan (plan 001)
- Florida Southern College — all reported plans
- Midflorida Credit Union Capital Accumulation Plan (plan 033)
- Harrell'S 401(K) & Profit Sharing Plan (plan 001)
- Harrell'S, LLC — all reported plans
- Radiology And Imaging Specialists Of Lakeland, P.A. 401(K) Profit Sharing Plan (plan 001)
- Radiology And Imaging Specialists Of Lakeland, P.A. — all reported plans
- Welldyne Rx 401k Retirement Plan Plan (plan 001)
- Welldyne Rx — all reported plans
- Integrated Supply Network Retirement Plan (plan 001)
- Integrated Supply Network, LLC — all reported plans
- John J Jerue Truck Broker, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- John J Jerue Truck Broker — all reported plans
- Methodology
- Data sources