Muscle Shoals, AL 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, Muscle Shoals, AL has 18 loaded benefit plan(s) reported by 14 plan sponsor(s), with $162,436,564 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $162,436,564
- Total reported liabilities (EOY)
- $95,484
- Total reported net assets (EOY)
- $162,341,080
Contributions & income
- Employer contributions
- $19,488,530
- Participant contributions
- $3,815,833
- Total income / additions
- $40,510,426
Expenses & distributions
- Benefits paid / distributions
- $17,292,747
- Total expenses
- $18,006,420
- Net increase / (decrease)
- $22,504,006
Coverage
- Total reported participants
- 6,125
- Plans with financial statements
- 13
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Muscle Shoals, AL 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 |
|---|---|---|---|
| Plumbers & Pipefitters Local 760 Savings And Investment Plan | Plumbers & Pipefitters Local 760 Savings And Investment Plan | $57,885,803 | 2023 |
| Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund | Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund | $28,101,875 | 2023 |
| Listerhill Credit Union Cash Balance Defined Benefit Plan And Trust | Listerhill Credit Union | $26,417,664 | 2023 |
| Listerhill Credit Union 401(K) Plan | Listerhill Credit Union | $14,030,144 | 2023 |
| First Metro Bank 401(K) Retirement Plan | First Metro Bank | $12,735,915 | 2023 |
| Bigbee Steel Buildings, Inc. 401(K) Plan | Bigbee Steel Buildings, Inc. | $9,550,026 | 2023 |
| Sims Bark Co., Inc. 401(K) Profit Sharing Plan | Sims Bark Co., Inc. | $7,106,086 | 2023 |
| E.S. Robbins Corporation 401(K) Profit Sharing Plan | E.S. Robbins Corporation | $5,943,994 | 2023 |
| Thackerson Enterprises Corporation 401(K) Profit Sharing Plan | Thackerson Enterprises Corporation | $268,116 | 2023 |
| Freight Management, Inc. 401(K) Profit Sharing Plan | Freight Management, Inc. | $261,696 | 2023 |
| Yls Small Business Systems Corp. 401(K) Plan | Yls Small Business Systems Corp. | $135,245 | 2023 |
| Constellium Muscle Shoals Group Savings And Investment Plan For Salaried Employees | Constellium Muscle Shoals LLC | $0 | 2023 |
| Elletay Inc 401(K) Plan | Elletay Inc. | $0 | 2023 |
| Mid-South Central Extrusion Die Co Inc Welfare Benefit Plan | Gemini Group | not reported in the loaded dataset | 2023 |
| Welfare Plan Of Whitesell Corporation | Whitesell Corporation | not reported in the loaded dataset | 2023 |
| Listerhill Credit Union Employee Benefit Plan | Listerhill Credit Union | not reported in the loaded dataset | 2023 |
| E S Robbins Corporation Welfare Benefit Plan | E S Robbins Corporation | not reported in the loaded dataset | 2023 |
| Sims Bark Company Health And Welfare Plan | Sims Bark Company | not reported in the loaded dataset | 2023 |
Largest plans in Muscle Shoals → · Muscle Shoals plans by participants → · Muscle Shoals plans with financial data → · Muscle Shoals plans with provider compensation → · $1B+ plans in Muscle Shoals →
Related Form 5500 pages
- All AL Form 5500 filings
- Plumbers & Pipefitters Local 760 Savings And Investment Plan (plan 002)
- Plumbers & Pipefitters Local 760 Savings And Investment Plan — all reported plans
- Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund (plan 501)
- Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund — all reported plans
- Listerhill Credit Union Cash Balance Defined Benefit Plan And Trust (plan 001)
- Listerhill Credit Union — all reported plans
- Listerhill Credit Union 401(K) Plan (plan 003)
- First Metro Bank 401(K) Retirement Plan (plan 001)
- First Metro Bank — all reported plans
- Bigbee Steel Buildings, Inc. 401(K) Plan (plan 001)
- Bigbee Steel Buildings, Inc. — all reported plans
- Sims Bark Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Sims Bark Co., Inc. — all reported plans
- E.S. Robbins Corporation 401(K) Profit Sharing Plan (plan 001)
- E.S. Robbins Corporation — all reported plans
- Thackerson Enterprises Corporation 401(K) Profit Sharing Plan (plan 001)
- Thackerson Enterprises Corporation — all reported plans
- Freight Management, Inc. 401(K) Profit Sharing Plan (plan 001)
- Freight Management, Inc. — all reported plans
- Yls Small Business Systems Corp. 401(K) Plan (plan 001)
- Yls Small Business Systems Corp. — all reported plans
- Constellium Muscle Shoals Group Savings And Investment Plan For Salaried Employees (plan 002)
- Constellium Muscle Shoals LLC — all reported plans
- Elletay Inc 401(K) Plan (plan 001)
- Elletay Inc. — all reported plans
- Mid-South Central Extrusion Die Co Inc Welfare Benefit Plan (plan 502)
- Gemini Group — all reported plans
- Welfare Plan Of Whitesell Corporation (plan 510)
- Whitesell Corporation — all reported plans
- Methodology
- Data sources