Bessemer, 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, Bessemer, AL has 20 loaded benefit plan(s) reported by 12 plan sponsor(s), with $115,231,093 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$115,231,093
Total reported liabilities (EOY)
$1,680
Total reported net assets (EOY)
$115,229,413

Contributions & income

Employer contributions
$3,925,566
Participant contributions
$9,398,201
Total income / additions
$32,954,387

Expenses & distributions

Benefits paid / distributions
$9,570,886
Total expenses
$9,886,929
Net increase / (decrease)
$23,067,458

Coverage

Total reported participants
6,211
Plans with financial statements
11
Plans with provider compensation
6

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

Largest loaded plans by reported assets

Largest loaded plans in Bessemer, AL
PlanSponsorReported assets (EOY)Year
Piggly Wiggly Alabama Distributing Co., Inc. 401(K) Savings PlanPiggly Wiggly Alabama Distributing Co., Inc.$33,617,1362023
Deshazo 401(K) PlanDeshazo, LLC$23,706,3962023
Milo'S Tea Company, Inc. Retirement Savings PlanMilo'S Tea Company, Inc.$18,613,1922023
Apci 401(K) PlanAmerican Pharmacy Cooperative, Inc$11,689,4682023
Jeffcoat & Associates, L.P. 401(K) Savings PlanJeffcoat & Associates, LLC$9,273,0432023
Blox, LLC 401(K) PlanBlox LLC$6,827,8682023
Power Grid Components, Inc Retirement PlanPower Grid Components, Inc.$6,600,1172023
Vulcan Painters, Inc Non-Union 401(K) PlanVulcan Painters, Inc$2,106,6772023
First Financial Bank Employee Stock Ownership PlanFirst Fed Bancorp, Inc.$1,410,1672023
Adkins & Kimbrough Mechanical, LLC 401(K) Profit Sharing Plan And TrustAdkins & Kimbrough Mechanical$1,150,3542023
Vulcan Painters, Inc Union 401(K) PlanVulcan Painters, Inc$236,6752023
Arabella Health And WellnessOak Crest Health And Wellness Opco LLCnot reported in the loaded dataset2023
United-Johnson Brothers Of Alabama LLCUnited-Johnson Brothers Of Alabama LLCnot reported in the loaded dataset2023
Employee Health Benefit Plan For The Employees Of Piggly Wiggly Alabama Distributing Company, Inc.Piggly Wiggly Alabama Distributing Company, Inc.not reported in the loaded dataset2023
Milo'S Tea Company, Inc. Welfare Benefits PlanMilo'S Tea Company, Inc.not reported in the loaded dataset2023
Apci American Pharmacy Cooperative, Inc Employee Benefit Plan- Plan 501Apci American Pharmacy Cooperative, Inc.not reported in the loaded dataset2023
Apci American Pharmacy Cooperative, Inc Employee Benefit Plan- Plan 502Apci American Pharmacy Cooperative, Inc.not reported in the loaded dataset2023
Deshazo, LLC Health & Welfare Benefit PlanDeshazo Crane Co., LLCnot reported in the loaded dataset2023
Power Grid Components, Inc. & Affiliates Flexible Benefit PlanPower Grid Components, Incnot reported in the loaded dataset2023
Power Grid Components, Inc. Life And Disability PlanPower Grid Components, Incnot reported in the loaded dataset2023

Related Form 5500 pages