Plan5500

Wellington, 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, Wellington, FL has 19 loaded benefit plan(s) reported by 16 plan sponsor(s), with $30,758,654 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
16
Latest filing year
2023

What stands out in Wellington

  • 19 loaded plans hold $30.8M in reported assets across 16 sponsors.
  • The largest, Bainbridge Communities Management 401(K) Profit Sharing Plan & Trust, holds 30% of reported Wellington plan assets.
  • Plans cover 2,758 participants — about 145 per plan.
  • 58% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.6MSummed across loaded plans$28,636,795
Total reported assets$30.8M$30,758,654
Total reported participants2.8K2,758
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.8M total assets
Net assets$28.6MLiabilities$0
Contributions & income
Employer contributions$987K
Participant contributions$1.6M
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$4.4M
Total expenses$4.5M
Net increase / (decrease)$35.3K

Data coverage

Plans with financial statements11 / 19 (58%)
Plans with provider compensation2 / 19 (11%)

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

Wellington market comparison

Largest plan share of assets30%Bainbridge Communities Management 401(K) Profit Sharing Plan & Trust
Participants per plan145Average across loaded plans
Plan sponsors16
Ranked by reported assets

Largest loaded plans in Wellington

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

  1. 1
    Bainbridge Communities Management 401(K) Profit Sharing Plan & Trust$9.2M
    Bainbridge Communities Management, LLC · 2023
  2. 2
    Craigmore Corporation Defined Benefit Pension Plan And Trust$6.3M
    The Craigmore Corporation · 2023
  3. 3
    Larot Learning Centers Retirement Plan$6M
    Larot Learning Centers, Inc. · 2023
  4. 4
    Wycliffe Golf & Country Club, Inc. 401(K) Plan$4.9M
    Wycliffe Golf & Country Club Hom · 2023
  5. 5
    Pete Andolina Produce Sales, Inc. Defined Benefit Plan$2.1M
    Pete Andolina Produce Sales, Inc. · 2023
  6. 6
    Prestige Property Investors, Inc. 401(K) Plan$760.7K
    Prestige Property Investors, Inc. · 2023
  7. 7
    Medforce Mobile Inc. Retirement Plan$556.8K
    Medforce Mobile Inc. · 2023
  8. 8
    Maxcorp Ventures Inc. Retirement Plan$410K
    Maxcorp Ventures Inc. · 2023
  9. 9
    Galloping Digital Inc. Retirement Plan$389.2K
    Galloping Digital Inc. · 2023
  10. 10
    Tacrom Bakery, Inc. 401k Profit Sharing Plan$131K
    Tacrom Bakery, Inc. · 2023
  11. 11
    Consolidated Clarity Corporation 401(K) Plan$30.5K
    Consolidated Clarity Corporation · 2023
  12. 12
    H And J Contracting, Inc. Health And Welfare Plannot reported in the loaded dataset
    H And J Contracting, Inc. · 2023
  13. 13
    Everglades Farm Equipment Co., Inc. Welfare Benefit Plannot reported in the loaded dataset
    Everglades Farm Equipment Co., Inc. · 2023
  14. 14
    Palm Beach International Equestrian Center, LLC Health And Welfare Plannot reported in the loaded dataset
    Palm Beach International Equestrian Center, LLC · 2023
  15. 15
    Wells Pharmacy Network Employee Welfare Benefit Plannot reported in the loaded dataset
    Wells Pharmacy Network, LLC · 2023
  16. 16
    Wells Pharmacy Network Employee Welfare Benefit Plannot reported in the loaded dataset
    Wells Pharmacy Network, LLC · 2023
  17. 17
    Bainbridge Communities Management, LLC Section 125 Plannot reported in the loaded dataset
    Bainbridge Communities Management, LLC · 2023
  18. 18
    Wycliffe Golf & Country Club Homeowners' Association, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Wycliffe Golf & Country Club Homeowners' Association, Inc. · 2023
  19. 19
    Apex Family LLC Health And Welfare Benefit Plannot reported in the loaded dataset
    Apex Family LLC Dba Goodturn Tire & Auto · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wellington, FL?
19 plan(s) reported by 16 sponsor(s) are loaded for Wellington, FL.

Related Form 5500 pages