Plan5500

South Pittsburg, 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, South Pittsburg, TN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $56,823,851 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 South Pittsburg

  • 4 loaded plans hold $56.8M in reported assets across 3 sponsors.
  • The largest, Lodge Manufacturing Company Deferred Profit Sharing Plan, holds 78% of reported South Pittsburg plan assets.
  • Plans cover 1,481 participants — about 370 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.8MSummed across loaded plans$56,823,851
Total reported assets$56.8M$56,823,851
Total reported participants1.5K1,481
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.8M total assets
Net assets$56.8MLiabilities$0
Contributions & income
Employer contributions$2.3M
Participant contributions$2.7M
Total income / additions$14.7M
Expenses & distributions
Benefits paid / distributions$9.3M
Total expenses$9.4M
Net increase / (decrease)$5.3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation4 / 4 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Pittsburg, 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

South Pittsburg market comparison

Largest plan share of assets78%Lodge Manufacturing Company Deferred Profit Sharing Plan
Participants per plan370Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in South Pittsburg

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

  1. 1
    Lodge Manufacturing Company Deferred Profit Sharing Plan$44.6M
    Lodge Manufacturing Company · 2023
  2. 2
    Colonial Chemical, Inc. 401(K) Profit Sharing Plan$6.9M
    Colonial Chemical, Inc. · 2023
  3. 3
    United States Stove Company In 401(K) Profit Sharing Plan & Trust$5.3M
    United States Stove Company In · 2023
  4. 4
    Lodge Manufacturing Company Employee Benefits Plannot reported in the loaded dataset
    Lodge Manufacturing Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages