Plan5500

North Venice, 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, North Venice, FL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $169,839,837 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$169.8MSummed across loaded plans$169,839,837
Total reported assets$169.8M$169,839,837
Total reported participants7.1K7,139
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$169.8M total assets
Net assets$169.8MLiabilities$0
Contributions & income
Employer contributions$9.8M
Participant contributions$14.9M
Total income / additions$49.2M
Expenses & distributions
Benefits paid / distributions$14.2M
Total expenses$14.8M
Net increase / (decrease)$34.4M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation3 / 5 (60%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Venice, 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

North Venice market comparison

Largest plan share of assets82%Pgt Savings Plan
Participants per plan1,428Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in North Venice

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

  1. 1
    Pgt Savings Plan$140M
    Pgt Industries, Inc. · 2023
  2. 2
    Ajax Paving Industries Of Florida, LLC 401(K) Plan$29.7M
    Ajax Paving Industries Of Florida, LLC · 2023
  3. 3
    Igen Kids, Inc 401(K) Plan$132.8K
    Igen Kids, Inc · 2023
  4. 4
    Ajax Paving Industries Of Florida, LLC Employee Health Plannot reported in the loaded dataset
    Ajax Paving Industries Of Florida, LLC · 2023
  5. 5
    Tervis Tumbler Company Welfare Benefits Plannot reported in the loaded dataset
    Tervis Tumbler Company · 2023

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

Related Form 5500 pages