Plan5500

Fogelman Properties — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fogelman Properties (EIN 62-1773993) is a plan sponsor located in Memphis, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-1773993
Location
Memphis, TN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fogelman Properties

  • 3 loaded plans hold $23.4M in reported assets.
  • The largest, Fogelman Properties 401(K) Plan, holds 84% of this company's reported plan assets.
  • Plans cover 1,826 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.6MSummed across loaded plans$22,611,737
Total reported assets$23.4M$23,437,251
Total reported participants1.8K1,826
Total reported liabilities$825.5K$825,514

Reported net position

Reported assets = net assets + liabilities (summed)$23.4M total assets
Net assets$22.6MLiabilities$825.5K
Contributions & income
Employer contributions$4.3M
Participant contributions$3M
Total income / additions$10.4M
Expenses & distributions
Benefits paid / distributions$6.7M
Total expenses$7.4M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets84%Fogelman Properties 401(K) Plan
Participants per plan609Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Fogelman Properties 401(K) Plan$19.8M
    Plan #001 · 763 participants · 2023
  2. 2
    Fogelman Properties Health Benefit Plan$3.7M
    Plan #565 · 456 participants · 2023
  3. 3
    Fogelman Properties, LLC Welfare Benefits Plannot reported in the loaded dataset
    Plan #503 · 607 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fogelman Properties. Open one for its full reported snapshot.

  1. 2023
    Fogelman Properties 401(K) Plan763 participants · 2Sch HSch C
    View filing →
  2. 2023
    Fogelman Properties, LLC Welfare Benefits Plan607 participants · 2No schedules
    View filing →
  3. 2023
    Fogelman Properties Health Benefit Plan456 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fogelman Properties report on Form 5500?
Fogelman Properties (EIN 62-1773993) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fogelman Properties?
The Employer Identification Number (EIN) reported for Fogelman Properties is 62-1773993.
What is the latest Form 5500 filing year for Fogelman Properties?
The latest loaded Form 5500 filing year for Fogelman Properties is 2023.

Related Form 5500 pages