Winter Park, 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, Winter Park, FL has 83 loaded benefit plan(s) reported by 70 plan sponsor(s), with $1,094,387,324 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 83
- Plan sponsors
- 70
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,094,387,324
- Total reported liabilities (EOY)
- $44,765,568
- Total reported net assets (EOY)
- $1,049,621,756
Contributions & income
- Employer contributions
- $38,720,774
- Participant contributions
- $50,424,893
- Total income / additions
- $297,818,192
Expenses & distributions
- Benefits paid / distributions
- $98,621,756
- Total expenses
- $102,749,052
- Net increase / (decrease)
- $195,069,140
Coverage
- Total reported participants
- 33,528
- Plans with financial statements
- 51
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winter Park, 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 |
|---|---|---|---|
| Rsr Employee Stock Ownership Plan | Rsr Group, Inc. | $390,019,755 | 2023 |
| Rollins College Retirement Plan | Rollins College | $196,346,174 | 2023 |
| Full Sail 401(K) Savings Plan | Full Sail, LLC | $125,266,440 | 2023 |
| Eurovia Usa Profit Sharing And 401(K) Plan | Eurovia Usa | $107,478,052 | 2023 |
| Automotive Services Network, Inc. Salary Deferral 401(K) Profit Sharing | Automotive Services Network, Inc. | $31,804,043 | 2023 |
| Bonnier LLC 401(K) Plan | Bonnier LLC | $29,559,084 | 2023 |
| Foundation Partners Group, LLC Retirement Savings Plan | Foundation Partners Group, LLC | $27,314,825 | 2023 |
| Trinity Preparatory School Defined Contribution Retirement Plan | Trinity Preparatory School Of Florida, Inc. | $26,032,393 | 2023 |
| Rsr 401(K) Retirement Plan | Rsr Group, Inc. | $21,947,722 | 2023 |
| The Ear, Nose And Throat Surgical Associates, P.A. Profit Sharing Plan | The Ear, Nose And Throat Surgical Associates, P.A. | $14,347,395 | 2023 |
| The Retirement Plan For Employees Of Florida Cardiology, P.A. | Florida Cardiology, P.A. | $11,228,490 | 2023 |
| Anthros, Inc. Retirement Savings Plan | Anthros, Inc. | $11,107,942 | 2023 |
| Handex Consulting & Remediation, LLC 401(K) Plan | Handex Consulting & Remediation, LLC | $9,186,011 | 2023 |
| Dipasqua Enterprises, Inc. Savings Plan | Dipasqua Teams, LLC Savings Plan | $9,152,734 | 2023 |
| Lawton Orthodontics, P.A. Employees' Profit Sharing Plan And Trust | Lawton Orthodontics, P.A. | $8,656,615 | 2023 |
| Cahill Construction Company 401(K) Profit Sharing Plan | Cahill Construction Company | $7,725,591 | 2023 |
| Harris, Harris & Bauerle, P.A. 401(K) Profit Sharing Plan | Harris, Harris & Bauerle, P.A. | $7,282,636 | 2023 |
| The Mayflower Retirement Community, Inc. 403(B) Plan | The Mayflower Retirement Center, Inc. | $5,512,861 | 2023 |
| Winter Park National Bank Esop | Winter Park National Bank | $5,383,819 | 2023 |
| The Spa Divas Inc. Retirement Plan | The Spa Divas Inc. | $4,432,228 | 2023 |
| Winter Park Imports, Inc. 401(K) Profit Sharing Plan | Winter Park Imports, Inc. Dba Lexus Of Orlando & Lexus Of Winter Park | $4,101,385 | 2023 |
| 4r Restaurant Group 401(K) Plan | 4r Restaurant Group, LLC | $3,879,396 | 2023 |
| Alan S. Weinstein, Cpa 401(K) Plan | Alan S. Weinstein, Cpa | $3,715,305 | 2023 |
| Sm Restaurants, Inc. Profit Sharing Plan | Sm Restaurants, Inc. | $3,639,092 | 2023 |
| Easter Seals Florida, Inc. 403(B) Plan | Easter Seals Florida, Inc. | $3,260,668 | 2023 |
Largest plans in Winter Park → · Winter Park plans by participants → · Winter Park plans with financial data → · Winter Park plans with provider compensation → · $1B+ plans in Winter Park →
Related Form 5500 pages
- All FL Form 5500 filings
- Rsr Employee Stock Ownership Plan (plan 002)
- Rsr Group, Inc. — all reported plans
- Rollins College Retirement Plan (plan 001)
- Rollins College — all reported plans
- Full Sail 401(K) Savings Plan (plan 001)
- Full Sail, LLC — all reported plans
- Eurovia Usa Profit Sharing And 401(K) Plan (plan 001)
- Eurovia Usa — all reported plans
- Automotive Services Network, Inc. Salary Deferral 401(K) Profit Sharing (plan 001)
- Automotive Services Network, Inc. — all reported plans
- Bonnier LLC 401(K) Plan (plan 002)
- Bonnier LLC — all reported plans
- Foundation Partners Group, LLC Retirement Savings Plan (plan 001)
- Foundation Partners Group, LLC — all reported plans
- Trinity Preparatory School Defined Contribution Retirement Plan (plan 002)
- Trinity Preparatory School Of Florida, Inc. — all reported plans
- Rsr 401(K) Retirement Plan (plan 001)
- The Ear, Nose And Throat Surgical Associates, P.A. Profit Sharing Plan (plan 001)
- The Ear, Nose And Throat Surgical Associates, P.A. — all reported plans
- The Retirement Plan For Employees Of Florida Cardiology, P.A. (plan 003)
- Florida Cardiology, P.A. — all reported plans
- Anthros, Inc. Retirement Savings Plan (plan 333)
- Anthros, Inc. — all reported plans
- Handex Consulting & Remediation, LLC 401(K) Plan (plan 001)
- Handex Consulting & Remediation, LLC — all reported plans
- Dipasqua Enterprises, Inc. Savings Plan (plan 001)
- Dipasqua Teams, LLC Savings Plan — all reported plans
- Lawton Orthodontics, P.A. Employees' Profit Sharing Plan And Trust (plan 004)
- Lawton Orthodontics, P.A. — all reported plans
- Methodology
- Data sources