Athens, TN 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, Athens, TN has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $104,775,129 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $104,775,129
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $104,775,129
Contributions & income
- Employer contributions
- $2,283,179
- Participant contributions
- $4,048,581
- Total income / additions
- $20,099,330
Expenses & distributions
- Benefits paid / distributions
- $7,053,565
- Total expenses
- $7,390,029
- Net increase / (decrease)
- $12,709,301
Coverage
- Total reported participants
- 4,373
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Athens, TN 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 |
|---|---|---|---|
| Entrans 401(K) Plan | Entrans International, LLC | $71,174,085 | 2023 |
| Tennessee Wesleyan College Retirement Plan | Tennessee Wesleyan College | $14,376,234 | 2023 |
| Bargain Barn, Inc. Profit Sharing Plan | Bargain Barn, Inc. | $8,855,624 | 2023 |
| Beene Holdings, Inc. Retirement Plan | Beene Holdings, Inc. | $8,739,398 | 2023 |
| Covenant Pediatrics 401(K) Plan | Covenant Pediatrics, Pllc | $1,629,788 | 2023 |
| Athens Utilities Board Employee Benefit Plan | Athens Utilites Board | not reported in the loaded dataset | 2023 |
| Mills Products, LLC Employee Benefits Plan | Mills Products, LLC | not reported in the loaded dataset | 2023 |
| Entrans International, LLC Health And Welfare Plan | Entrans International, LLC | not reported in the loaded dataset | 2023 |
| Tennessee Wesleyan College Cafeteria Plan | Tennessee Wesleyan University | not reported in the loaded dataset | 2023 |
| Beene Holdings, Inc. Welfare Benefit Plan | Beene Holdings, Inc. | not reported in the loaded dataset | 2023 |
| The Bargain Barn, Inc. Employee Benefits Plan | The Bargain Barn, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Athens → · Athens plans by participants → · Athens plans with financial data → · Athens plans with provider compensation → · $1B+ plans in Athens →
Related Form 5500 pages
- All TN Form 5500 filings
- Entrans 401(K) Plan (plan 001)
- Entrans International, LLC — all reported plans
- Tennessee Wesleyan College Retirement Plan (plan 001)
- Tennessee Wesleyan College — all reported plans
- Bargain Barn, Inc. Profit Sharing Plan (plan 001)
- Bargain Barn, Inc. — all reported plans
- Beene Holdings, Inc. Retirement Plan (plan 004)
- Beene Holdings, Inc. — all reported plans
- Covenant Pediatrics 401(K) Plan (plan 001)
- Covenant Pediatrics, Pllc — all reported plans
- Athens Utilities Board Employee Benefit Plan (plan 501)
- Athens Utilites Board — all reported plans
- Mills Products, LLC Employee Benefits Plan (plan 502)
- Mills Products, LLC — all reported plans
- Entrans International, LLC Health And Welfare Plan (plan 501)
- Tennessee Wesleyan College Cafeteria Plan (plan 502)
- Beene Holdings, Inc. Welfare Benefit Plan (plan 501)
- The Bargain Barn, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources