Naples, 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, Naples, FL has 175 loaded benefit plan(s) reported by 142 plan sponsor(s), with $1,608,068,510 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 175
- Plan sponsors
- 142
- Total reported assets (EOY)
- $1,608,068,510
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Arthrex 401(K) Retirement Savings Plan | Arthrex, Inc. | $436,833,228 | 2023 |
| Nch Healthcare System, Inc. 401(K) Plan | Nch Healthcare System, Inc. | $380,621,139 | 2023 |
| Beasley Mezzanine Holdings, LLC 401(K) Plan | Beasley Mezzaanine Holdings, LLC | $107,986,278 | 2023 |
| Lupin Pharmaceuticals, Inc. 401(K) Profit Sharing Plan | Lupin Pharmaceuticals, Inc. | $61,357,251 | 2023 |
| Dual North America, Inc. 401(K) Profit Sharing Plan | Dual North America, Inc. | $50,968,607 | 2023 |
| Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan | The Moorings, Incorporated | $39,306,341 | 2023 |
| Artis Naples, Inc. Retirement Plan | Artis Naples, Inc. | $32,628,091 | 2023 |
| Barron Collier Partnership Savings Plan | Barron Collier Partnership | $30,532,301 | 2023 |
| Collier Enterprises 401(K) Plan | Tarpon Blue Ce Management LLC | $28,916,741 | 2023 |
| Community School Of Naples Dc Retirement Plan | Community School Of Naples | $26,207,959 | 2023 |
| Stock Development Associates, Inc. 401(K) Profit Sharing Plan | Stock Development Associates, Inc. | $23,367,444 | 2023 |
| Solaris Foundation 401(K) Retirement Plan | Solaris Foundation, Inc. | $22,557,431 | 2023 |
| Lutgert Companies Retirement Plan | The Scottsdale Company | $22,463,800 | 2023 |
| Deangelis Diamond Construction, LLC 401(K) Profit Sharing Plan & Trust | Deangelis Diamond Construction, LLC | $18,867,101 | 2023 |
| Avairpros Services, Inc 401(K) Plan | Avairpros Services, Inc | $16,939,238 | 2023 |
| Royal Poinciana Golf Club 401(K) Retirement Plan | Royal Poinciana Golf Club | $16,813,954 | 2023 |
| Wire Experts Group, Inc. Employee Stock Ownership Plan | Wire Experts Group, Inc | $15,146,938 | 2023 |
| Avow Hospice Inc. Tax Deferred Annuity Plan | Avow Hospice Inc. | $12,639,796 | 2023 |
| David Lawrence Mental Health Center, Inc. 401(K) Plan | David Lawrence Mental Health Center, Inc. | $12,282,149 | 2023 |
| Bcb Homes, Inc. 401k Retirement & Savings Plan | Bcb Homes, Inc. | $12,073,777 | 2023 |
| Coleman, Yovanovich And Koester, P.A. 401(K) Plan | Coleman, Yovanovich & Koester, P.A. | $11,756,409 | 2023 |
| Gulf View Private Investment, Inc. 401(K) Plan | Gulf View Private Investment Inc. | $11,739,080 | 2023 |
| Ave Maria School Of Law 403(B) Retirement Plan | Ave Maria School Of Law | $10,934,105 | 2023 |
| Grey Oaks Country Club, Ltd Savings Plan | Grey Oaks Country Club, Ltd | $10,546,860 | 2023 |
| Devoe Automotive 401(K) Salary Savings Plan | Dick Devoe Buick-Cadillac, Inc. | $10,300,239 | 2023 |
Largest plans in Naples → · Naples plans with financial data → · $1B+ plans in Naples → · Providers by reported compensation →
Related Form 5500 pages
- All FL Form 5500 filings
- Arthrex 401(K) Retirement Savings Plan (plan 001)
- Arthrex, Inc. — all reported plans
- Nch Healthcare System, Inc. 401(K) Plan (plan 003)
- Nch Healthcare System, Inc. — all reported plans
- Beasley Mezzanine Holdings, LLC 401(K) Plan (plan 001)
- Beasley Mezzaanine Holdings, LLC — all reported plans
- Lupin Pharmaceuticals, Inc. 401(K) Profit Sharing Plan (plan 001)
- Lupin Pharmaceuticals, Inc. — all reported plans
- Dual North America, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dual North America, Inc. — all reported plans
- Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan (plan 001)
- The Moorings, Incorporated — all reported plans
- Artis Naples, Inc. Retirement Plan (plan 001)
- Artis Naples, Inc. — all reported plans
- Barron Collier Partnership Savings Plan (plan 001)
- Barron Collier Partnership — all reported plans
- Collier Enterprises 401(K) Plan (plan 001)
- Tarpon Blue Ce Management LLC — all reported plans
- Community School Of Naples Dc Retirement Plan (plan 001)
- Community School Of Naples — all reported plans
- Stock Development Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Stock Development Associates, Inc. — all reported plans
- Solaris Foundation 401(K) Retirement Plan (plan 001)
- Solaris Foundation, Inc. — all reported plans
- Lutgert Companies Retirement Plan (plan 002)
- The Scottsdale Company — all reported plans
- Deangelis Diamond Construction, LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Deangelis Diamond Construction, LLC — all reported plans
- Avairpros Services, Inc 401(K) Plan (plan 001)
- Avairpros Services, Inc — all reported plans
- Methodology
- Data sources