Plan5500

Alabaster, AL 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, Alabaster, AL has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $24,164,822 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
12
Latest filing year
2023

What stands out in Alabaster

  • 13 loaded plans hold $24.2M in reported assets across 12 sponsors.
  • The largest, International Wines, Inc Retirement Plan, holds 40% of reported Alabaster plan assets.
  • Plans cover 1,006 participants — about 77 per plan.
  • 77% of loaded plans report full Schedule H/I financial statements.
  • 15% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.8MSummed across loaded plans$14,787,817
Total reported assets$24.2M$24,164,822
Total reported participants1K1,006
Total reported liabilities$9.4M$9,377,005

Reported net position

Reported assets = net assets + liabilities (summed)$24.2M total assets
Net assets$14.8MLiabilities$9.4M
Contributions & income
Employer contributions$735.7K
Participant contributions$884.4K
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$897.1K
Total expenses$1.2M
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements10 / 13 (77%)
Plans with provider compensation2 / 13 (15%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alabaster, AL 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

Alabaster market comparison

Largest plan share of assets40%International Wines, Inc Retirement Plan
Participants per plan77Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Alabaster

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

  1. 1
    International Wines, Inc Retirement Plan$9.6M
    International Wines, Inc · 2023
  2. 2
    Southern Directional, Inc. Employee Stock Ownership Plan$4.9M
    Southern Directional, Inc. · 2023
  3. 3
    H & H 401(K) Plan$3.3M
    Harrell & Hall Enterprises, Inc. · 2023
  4. 4
    Brain & Spine Center, Pc Profit Sharing Plan$2.7M
    Brain & Spine Center, Pc · 2023
  5. 5
    Mobile Fleet Specialists Of Birmingham Inc Retirement Plan$2.3M
    Mobile Fleet Specialists Of Birmingham Inc. · 2023
  6. 6
    Loma Corp. 401(K) Plan$531.3K
    Loma Corp. · 2023
  7. 7
    Hamlin Financial Group Retirement Plan$292.7K
    Hamlin Financial Group, Inc. · 2023
  8. 8
    Blackmon Storage Solutions, Inc. Retirement Plan$244K
    Blackmon Storage Solutions, Inc. · 2023
  9. 9
    A.R.W.A.L.S, Inc. 401k Profit Sharing Plan$234.7K
    A.R.W.A.L.S, Inc. · 2023
  10. 10
    Rebel Girl Fashion Company, Inc 401(K) Plan$300
    Rebel Girl Fashion Company, Inc · 2023
  11. 11
    Harrell & Hall Enterprises, Inc. Health & Welfare Benefits Plannot reported in the loaded dataset
    Harrell & Hall Enterprises, Inc. · 2023
  12. 12
    Sepco Health And Welfare Plannot reported in the loaded dataset
    Sealing Equipment Products Co., Inc · 2023
  13. 13
    Btc Wholesale Distributors, Inc. Wrap Plannot reported in the loaded dataset
    Btc Wholesale Distributors, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Alabaster, AL?
13 plan(s) reported by 12 sponsor(s) are loaded for Alabaster, AL.

Related Form 5500 pages