Plan5500

Calvert, 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, Calvert, AL has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $343,109,868 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Calvert

  • 4 loaded plans hold $343.1M in reported assets across 2 sponsors.
  • The largest, Am/Ns Calvert LLC 401k Plan, holds 68% of reported Calvert plan assets.
  • Plans cover 6,267 participants — about 1,567 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$343.1MSummed across loaded plans$343,109,868
Total reported assets$343.1M$343,109,868
Total reported participants6.3K6,267
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$343.1M total assets
Net assets$343.1MLiabilities$0
Contributions & income
Employer contributions$16.7M
Participant contributions$25.7M
Total income / additions$98.8M
Expenses & distributions
Benefits paid / distributions$19.8M
Total expenses$20M
Net increase / (decrease)$78.8M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Calvert market comparison

Largest plan share of assets68%Am/Ns Calvert LLC 401k Plan
Participants per plan1,567Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Calvert

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

  1. 1
    Am/Ns Calvert LLC 401k Plan$234.8M
    Am/Ns Calvert LLC · 2023
  2. 2
    Outokumpu Stainless Usa, LLC 401(K) Plan$108.3M
    Outokumpu Stainless Usa, LLC · 2023
  3. 3
    Am/Ns Calvert LLC Group Benefit Plannot reported in the loaded dataset
    Am/Ns Calvert LLC · 2023
  4. 4
    Inoxum Group Health Care Plannot reported in the loaded dataset
    Outokumpu Stainless Usa, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages