Lebanon, 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, Lebanon, TN has 34 loaded benefit plan(s) reported by 21 plan sponsor(s), with $385,087,241 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $385,087,241
- Total reported liabilities (EOY)
- $149,088
- Total reported net assets (EOY)
- $384,938,153
Contributions & income
- Employer contributions
- $12,252,328
- Participant contributions
- $25,909,250
- Total income / additions
- $97,313,461
Expenses & distributions
- Benefits paid / distributions
- $41,155,564
- Total expenses
- $42,090,470
- Net increase / (decrease)
- $55,222,991
Coverage
- Total reported participants
- 80,343
- Plans with financial statements
- 19
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lebanon, 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 |
|---|---|---|---|
| Cracker Barrel Old Country Store, Inc. And Affiliates Employee Savings Plan | Cracker Barrel Old Country Store, Inc. | $202,445,265 | 2023 |
| Wilson Bank And Trust Company 401(K) Plan | Wilson Bank & Trust Company | $76,189,740 | 2023 |
| Permobil, Inc. 401(K) Profit Sharing And Trust | Permobil, Inc | $74,296,796 | 2023 |
| First Freedom Bank 401 (K) Plan | First Freedom Bank | $7,059,758 | 2023 |
| First Freedom Bancshares Employee Stock Ownership Plan | First Freedom Bancshares | $4,951,820 | 2023 |
| Lojac Employees 401(K) & Profit Sharing Plan | Lojac Holdings Corporation, Inc. | $4,316,194 | 2023 |
| Tritium 401(K) Plan | Tritium Technologies, LLC | $3,725,985 | 2023 |
| Tritium 401(K) Plan | Tritium Technologies, LLC | $3,725,985 | 2023 |
| Wonder Porcelain Group, LLC 401(K) Plan | Wonder Porcelain Group, LLC | $2,257,510 | 2023 |
| Rogue Four Logistics, Inc. 401(K) Plan | Rogue Four Logistics, Inc. | $1,202,976 | 2023 |
| Talewind Enterprises, Inc. Retirement Plan | Talewind Enterprises, Inc. | $1,195,251 | 2023 |
| Cumberland Pediatric Associate 401(K) Profit Sharing Plan & Trust | Cumberland Pediatric Associate | $1,085,996 | 2023 |
| Spruce Music Inc. Retirement Plan | Spruce Music Inc. | $619,774 | 2023 |
| Reynolds Creative Holdings Inc. Retirement Plan | Reynolds Creative Holdings Inc. | $559,257 | 2023 |
| R & R Marinas Inc. Retirement Plan | R & R Marinas Inc. | $547,279 | 2023 |
| Hillpost Holdings, Inc. 401(K) Plan | Hillpost Holdings, Inc. | $482,691 | 2023 |
| Soggy Dollar Holdings, Inc. 401(K) Profit Sharing Plan | Soggy Dollar Holdings, Inc. | $200,112 | 2023 |
| Cg Adventures, Inc. 401(K) Profit Sharing Plan | Cg Adventures, Inc. | $151,553 | 2023 |
| Tournesol Corp. Profit Sharing Plan | Tournesol Corp. | $73,299 | 2023 |
| The Health And Welfare Plan For Store Hourly Employees Of Cracker Barrel Old Country Store, Inc. | Cracker Barrel Old Country Store, Inc. | not reported in the loaded dataset | 2023 |
| Wonder Porcelain Group LLC Long Term Disability Plan | Wonder Porcelain Group LLC | not reported in the loaded dataset | 2023 |
| Wilson Bank & Trust Health & Welfare Plan | Wilson Bank & Trust | not reported in the loaded dataset | 2023 |
| Wonder Porcelain Group Life Plans | Wonder Porcelain Group LLC | not reported in the loaded dataset | 2023 |
| Wonder Porcelain Group LLC Medical Plan | Wonder Porcelain Group LLC | not reported in the loaded dataset | 2023 |
| Tritium Technologies, LLC Health & Welfare Benefits Plan | Tritium Technologies, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Lebanon → · Lebanon plans by participants → · Lebanon plans with financial data → · Lebanon plans with provider compensation → · $1B+ plans in Lebanon →
Related Form 5500 pages
- All TN Form 5500 filings
- Cracker Barrel Old Country Store, Inc. And Affiliates Employee Savings Plan (plan 001)
- Cracker Barrel Old Country Store, Inc. — all reported plans
- Wilson Bank And Trust Company 401(K) Plan (plan 001)
- Wilson Bank & Trust Company — all reported plans
- Permobil, Inc. 401(K) Profit Sharing And Trust (plan 001)
- Permobil, Inc — all reported plans
- First Freedom Bank 401 (K) Plan (plan 001)
- First Freedom Bank — all reported plans
- First Freedom Bancshares Employee Stock Ownership Plan (plan 002)
- First Freedom Bancshares — all reported plans
- Lojac Employees 401(K) & Profit Sharing Plan (plan 001)
- Lojac Holdings Corporation, Inc. — all reported plans
- Tritium 401(K) Plan (plan 001)
- Tritium Technologies, LLC — all reported plans
- Tritium 401(K) Plan (plan 002)
- Wonder Porcelain Group, LLC 401(K) Plan (plan 001)
- Wonder Porcelain Group, LLC — all reported plans
- Rogue Four Logistics, Inc. 401(K) Plan (plan 001)
- Rogue Four Logistics, Inc. — all reported plans
- Talewind Enterprises, Inc. Retirement Plan (plan 001)
- Talewind Enterprises, Inc. — all reported plans
- Cumberland Pediatric Associate 401(K) Profit Sharing Plan & Trust (plan 002)
- Cumberland Pediatric Associate — all reported plans
- Spruce Music Inc. Retirement Plan (plan 001)
- Spruce Music Inc. — all reported plans
- Reynolds Creative Holdings Inc. Retirement Plan (plan 001)
- Reynolds Creative Holdings Inc. — all reported plans
- R & R Marinas Inc. Retirement Plan (plan 001)
- R & R Marinas Inc. — all reported plans
- Methodology
- Data sources