Plan5500

Altoona, 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, Altoona, AL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,121,367 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Altoona

  • 2 loaded plans hold $12.1M in reported assets across 2 sponsors.
  • The largest, The Exchange Bank Of Alabama Retirement Plan, holds 56% of reported Altoona plan assets.
  • Plans cover 156 participants — about 78 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.1MSummed across loaded plans$12,120,665
Total reported assets$12.1M$12,121,367
Total reported participants156
Total reported liabilities$702

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$12.1MLiabilities$702
Contributions & income
Employer contributions$504.8K
Participant contributions$228K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$657.4K
Total expenses$680.6K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Altoona market comparison

Largest plan share of assets56%The Exchange Bank Of Alabama Retirement Plan
Participants per plan78Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Altoona

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

  1. 1
    The Exchange Bank Of Alabama Retirement Plan$6.7M
    The Exchange Bank Of Alabama · 2023
  2. 2
    The Gadsden Corporation Employee Stock Ownership Plan$5.4M
    The Gadsden Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Altoona, AL?
2 plan(s) reported by 2 sponsor(s) are loaded for Altoona, AL.

Related Form 5500 pages