Plan5500

Mckenzie, 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, Mckenzie, TN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,104,321 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Mckenzie

  • 4 loaded plans hold $28.1M in reported assets across 3 sponsors.
  • The largest, Bethel University 403(B) Dc Plan, holds 45% of reported Mckenzie plan assets.
  • Plans cover 723 participants — about 181 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.1MSummed across loaded plans$28,104,321
Total reported assets$28.1M$28,104,321
Total reported participants723
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.1M total assets
Net assets$28.1MLiabilities$0
Contributions & income
Employer contributions$360.6K
Participant contributions$920.3K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

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

Computed from loaded plans

Mckenzie market comparison

Largest plan share of assets45%Bethel University 403(B) Dc Plan
Participants per plan181Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Mckenzie

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

  1. 1
    Bethel University 403(B) Dc Plan$12.6M
    Bethel University · 2023
  2. 2
    Bethel University 401(K) Plan$8.8M
    Bethel University · 2023
  3. 3
    Profile Holding, Inc. 401k Plan$5.8M
    Profile Holdings, Inc. · 2023
  4. 4
    Phipps Pharmacy, Inc. Safe Harbor 401k Plan$876.1K
    Phipps Pharmacy, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mckenzie, TN?
4 plan(s) reported by 3 sponsor(s) are loaded for Mckenzie, TN.

Related Form 5500 pages