Plan5500

Phenix City, 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, Phenix City, AL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $8,197,205 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Phenix City

  • 7 loaded plans hold $8.2M in reported assets across 6 sponsors.
  • The largest, Vectorply Corporation Retirement Savings Plan, holds 92% of reported Phenix City plan assets.
  • Plans cover 1,541 participants — about 220 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.2MSummed across loaded plans$8,197,205
Total reported assets$8.2M$8,197,205
Total reported participants1.5K1,541
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.2M total assets
Net assets$8.2MLiabilities$0
Contributions & income
Employer contributions$318.1K
Participant contributions$570.7K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$324.3K
Total expenses$346.4K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Phenix City, 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.

Computed from loaded plans

Phenix City market comparison

Largest plan share of assets92%Vectorply Corporation Retirement Savings Plan
Participants per plan220Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Phenix City

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

  1. 1
    Vectorply Corporation Retirement Savings Plan$7.5M
    Vectorply Corporation · 2023
  2. 2
    Van Dyke Enterprises, Inc. 401(K) Plan$596.3K
    Van Dyke Enterprises, Inc. · 2023
  3. 3
    Scott Ventures Retirement Plan$66.4K
    Scott Ventures, Inc. · 2023
  4. 4
    Aramia Retirement Plan$20.2K
    Aramia, Corp. · 2023
  5. 5
    J.T.M. Corporationnot reported in the loaded dataset
    J.T.M. Corporation · 2023
  6. 6
    Vectorply Corporation Wrap Plannot reported in the loaded dataset
    Vectorply Corporation · 2023
  7. 7
    The Hughston Clinic Welfare Benefits Plannot reported in the loaded dataset
    Hughston Clinic/Jack Hughston Memorial Hospital · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Phenix City, AL?
7 plan(s) reported by 6 sponsor(s) are loaded for Phenix City, AL.

Related Form 5500 pages