Ocoee, 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, Ocoee, FL has 26 loaded benefit plan(s) reported by 18 plan sponsor(s), with $296,373,637 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
26
Plan sponsors
18
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$296,373,637
Total reported liabilities (EOY)
$33,049,831
Total reported net assets (EOY)
$263,323,806

Contributions & income

Employer contributions
$11,696,397
Participant contributions
$19,318,247
Total income / additions
$115,594,087

Expenses & distributions

Benefits paid / distributions
$79,677,637
Total expenses
$81,482,135
Net increase / (decrease)
$34,111,952

Coverage

Total reported participants
8,276
Plans with financial statements
16
Plans with provider compensation
10

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

Largest loaded plans in Ocoee, FL
PlanSponsorReported assets (EOY)Year
Shine516, Inc. Employee Stock Ownership PlanShine516, Inc.$129,031,9252023
Wayne Automatic Fire Sprinklers, Inc. 401(K) Plan And TrustWayne Automatic Fire Sprinklers, Inc.$75,596,7532023
Anser Advisory LLC 401k Retirement PlanAnser Advisory, LLC.$42,586,0432023
Vermeer Southeast Sales & Services, Inc. Employee'S Profit Sharing PlanVermeer Southeast Sales And Services, Inc.$28,474,3232023
Wpc Management Partners Ii LLC 401(K) PlanWpc Management Partners Ii LLC$7,027,4002023
Crowne Consulting Group 401(K)Crowne Consulting Group$7,002,7072023
Heichel Plumbing, Inc 401(K) PlanHeichel Plumbing, Inc.$2,215,4182023
Paradise Grilling Systems, Inc. 401(K) PlanParadise Grilling Systems Inc.$2,036,4452023
Alliance Aviation Group 401(K) PlanAlliance Aviation Group LLC$1,782,6692023
Genx Management Inc. Retrirement PlanGenx Management Inc.$244,1852023
Deldeb Orlando Co. 401(K) PlanDeldeb Orlando Co.$157,4242023
Iroc Ventures Inc. Retirement PlanIroc Ventures Inc.$147,6602023
Pl Homecare Solutions, Inc. 401k Profit Sharing PlanPl Homecare Solutions, Inc.$51,0002023
Mrs. Camille'S Southern Clean, Inc. Retirement PlanMrs. Camille'S Southern Clean, Inc.$19,6852023
Anser Advisory, LLC 401(K) ProfitAnser Advisory, LLC.$02023
Teak Isle Inc Flexible Benefits PlanTeak Isle Incnot reported in the loaded dataset2023
Anser Advisory, LLC Welfare Benefit PlanAnser Advisory, LLCnot reported in the loaded dataset2023
Paradise Grills Holdings, Inc. Health & Welfare Benefit PlanParadise Grills Holdings, Inc.not reported in the loaded dataset2023
Vermeer Southeast Sales & Service Inc. Flexible Benefits PlanVermeer Southeast Sales And Service Inc.not reported in the loaded dataset2023
Wayne Automatic Fire Sprinklers, Inc.Wayne Automatic Fire Sprinklersnot reported in the loaded dataset2023
Wayne Automatic Fire Sprinklers, Inc.Wayne Automatic Fire Sprinklersnot reported in the loaded dataset2023
Wayne Automatic Fire Sprinklers, Inc.Wayne Automatic Fire Sprinklersnot reported in the loaded dataset2023
Wayne Automatic Fire Sprinklers, Inc.Wayne Automatic Fire Sprinklersnot reported in the loaded dataset2023
Orlando Bathing Suit, LLC Flexible Benefit PlanOrlando Bathing Suitnot reported in the loaded dataset2023
Wing Aviation Group, LLC. Welfare Benefit PlanWing Aviation Group, LLCnot reported in the loaded dataset2023

Related Form 5500 pages