The Villages, 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, The Villages, FL has 22 loaded benefit plan(s) reported by 20 plan sponsor(s), with $207,989,859 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $207,989,859
- Total reported liabilities (EOY)
- $150
- Total reported net assets (EOY)
- $207,989,709
Contributions & income
- Employer contributions
- $5,438,606
- Participant contributions
- $13,511,904
- Total income / additions
- $50,501,919
Expenses & distributions
- Benefits paid / distributions
- $20,814,986
- Total expenses
- $21,368,809
- Net increase / (decrease)
- $29,133,110
Coverage
- Total reported participants
- 9,328
- Plans with financial statements
- 13
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for The Villages, 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 |
|---|---|---|---|
| Uf Health-Central Florida 401k Plan | Uf Health-Central Florida | $152,558,343 | 2023 |
| Citizens First Bank Employees' Savings & Profit Sharing Plan And Trust | Citizens First Bank | $30,389,168 | 2023 |
| The Villages Health System Employees Savings Plan | The Villages Health System, LLC | $23,313,324 | 2023 |
| Eleos Inc. Retirement Plan | Eleos Inc. | $926,497 | 2023 |
| Temm, Inc. 401(K) Plan | Temm, Inc. | $287,395 | 2023 |
| Central Florida Fresh Foods, Inc. 401(K) Profit Sharing Plan | Central Florida Fresh Foods, Inc. | $220,317 | 2023 |
| Comfort Zone Enterprises, Inc. 401(K) Plan | Comfort Zone Enterprises, Inc. | $149,095 | 2023 |
| Knee Deep Coffee, Inc. 401(K) Plan | Knee Deep Coffee, Inc. | $100,477 | 2023 |
| Mainstone & Associates Inc. Retirement Plan | Mainstone & Associates Inc. | $31,375 | 2023 |
| Itsgood Service, Inc. 401(K) Profit Sharing Plan | Itsgood Service, Inc. | $13,868 | 2023 |
| Cape Village Group Inc. Retirement Plan | Cape Village Group Inc. | $0 | 2023 |
| K2c Enterprises Inc. 401(K) Plan | K2c Enterprises Inc. | $0 | 2023 |
| Destination Charli Inc. | Destination Charli Inc. | $0 | 2023 |
| Rainey Construction Company Welfare Benefits Plan | Rainey Construction Company | not reported in the loaded dataset | 2023 |
| The Villages Health System, LLC Benefit Plan | The Villages Health System, LLC | not reported in the loaded dataset | 2023 |
| Asg Solutions LLC Health And Welfare Benefit Plan | Asg Solutions LLC | not reported in the loaded dataset | 2023 |
| Dz Block, Inc Welfare Benefits Plan | Dz Block, Inc | not reported in the loaded dataset | 2023 |
| Dz Block Disability Welfare Benefit Plan | Dz Block, Inc | not reported in the loaded dataset | 2023 |
| Citizens First Bank Welfare Benefits Plan | Citizens First Bank | not reported in the loaded dataset | 2023 |
| The Villages Charter School Welfare Benefits Plan | The Villages Charter School, Inc. | not reported in the loaded dataset | 2023 |
| Suleiman Restaurants Inc Welfare Benefit Plan | Suleiman Restaurants Inc | not reported in the loaded dataset | 2023 |
| Holding Company Of The Villages, Inc. Accident & Health Plan | Holding Company Of The Villages, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in The Villages → · The Villages plans by participants → · The Villages plans with financial data → · The Villages plans with provider compensation → · $1B+ plans in The Villages →
Related Form 5500 pages
- All FL Form 5500 filings
- Uf Health-Central Florida 401k Plan (plan 001)
- Uf Health-Central Florida — all reported plans
- Citizens First Bank Employees' Savings & Profit Sharing Plan And Trust (plan 001)
- Citizens First Bank — all reported plans
- The Villages Health System Employees Savings Plan (plan 001)
- The Villages Health System, LLC — all reported plans
- Eleos Inc. Retirement Plan (plan 001)
- Eleos Inc. — all reported plans
- Temm, Inc. 401(K) Plan (plan 001)
- Temm, Inc. — all reported plans
- Central Florida Fresh Foods, Inc. 401(K) Profit Sharing Plan (plan 001)
- Central Florida Fresh Foods, Inc. — all reported plans
- Comfort Zone Enterprises, Inc. 401(K) Plan (plan 001)
- Comfort Zone Enterprises, Inc. — all reported plans
- Knee Deep Coffee, Inc. 401(K) Plan (plan 001)
- Knee Deep Coffee, Inc. — all reported plans
- Mainstone & Associates Inc. Retirement Plan (plan 001)
- Mainstone & Associates Inc. — all reported plans
- Itsgood Service, Inc. 401(K) Profit Sharing Plan (plan 001)
- Itsgood Service, Inc. — all reported plans
- Cape Village Group Inc. Retirement Plan (plan 001)
- Cape Village Group Inc. — all reported plans
- K2c Enterprises Inc. 401(K) Plan (plan 001)
- K2c Enterprises Inc. — all reported plans
- Destination Charli Inc. (plan 001)
- Destination Charli Inc. — all reported plans
- Rainey Construction Company Welfare Benefits Plan (plan 501)
- Rainey Construction Company — all reported plans
- The Villages Health System, LLC Benefit Plan (plan 501)
- Methodology
- Data sources