Plan5500

Calera, 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, Calera, AL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,289,224 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Calera

  • 3 loaded plans hold $7.3M in reported assets across 2 sponsors.
  • The largest, A. C. Legg Packing Company 401(K) Profit Sharing Plan, holds 100% of reported Calera plan assets.
  • Plans cover 362 participants — about 121 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.3MSummed across loaded plans$7,289,224
Total reported assets$7.3M$7,289,224
Total reported participants362
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.3M total assets
Net assets$7.3MLiabilities$0
Contributions & income
Employer contributions$240.6K
Participant contributions$448K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$767.1K
Total expenses$788.6K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Calera market comparison

Largest plan share of assets100%A. C. Legg Packing Company 401(K) Profit Sharing Plan
Participants per plan121Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Calera

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

  1. 1
    A. C. Legg Packing Company 401(K) Profit Sharing Plan$7.3M
    A.C. Legg Packing Co., Inc. · 2023
  2. 2
    A.C. Legg Inc. Employee Benefits Plannot reported in the loaded dataset
    A. C. Legg Packing Co., Inc. Dba A. C. Legg, Inc. · 2023
  3. 3
    Glidewell Specialties Foundry Company, Inc. Employee Benefits Plannot reported in the loaded dataset
    Glidewell Specialties Foundry Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages