Plan5500

Fairhope, 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, Fairhope, AL has 14 loaded benefit plan(s) reported by 13 plan sponsor(s), with $43,163,172 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
13
Latest filing year
2023

What stands out in Fairhope

  • 14 loaded plans hold $43.2M in reported assets across 13 sponsors.
  • The largest, Eastern Shore Anesthesia, P.C. Profit Sharing Plan, holds 44% of reported Fairhope plan assets.
  • Plans cover 1,062 participants — about 76 per plan.
  • 93% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.2MSummed across loaded plans$43,163,172
Total reported assets$43.2M$43,163,172
Total reported participants1.1K1,062
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.2M total assets
Net assets$43.2MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$2.8M
Total income / additions$10.4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.4M
Net increase / (decrease)$8M

Data coverage

Plans with financial statements13 / 14 (93%)
Plans with provider compensation2 / 14 (14%)

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

Fairhope market comparison

Largest plan share of assets44%Eastern Shore Anesthesia, P.C. Profit Sharing Plan
Participants per plan76Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Fairhope

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

  1. 1
    Eastern Shore Anesthesia, P.C. Profit Sharing Plan$18.9M
    Eastern Shore Anesthesia, P.C. · 2023
  2. 2
    T.F. Warren Group Retirement Savings Plan$16.6M
    T. F. Warren Group Corporation · 2023
  3. 3
    Segers Aero Corporation 401(K) Plan$4M
    Segers Aero Corporation · 2023
  4. 4
    Maloney Hospitality, Inc. 401(K) Profit Sharing Plan$1.1M
    Maloney Hospitality, Inc. · 2023
  5. 5
    Griffit, Inc. 401k Profit Sharing Plan$957.8K
    Griffit, Inc. · 2023
  6. 6
    Bay Area Endodontics, LLC Profit Sharing Plan$851K
    Southern Endodontics LLC · 2023
  7. 7
    Coastal Shipping Inc. Retirement Plan$260K
    Coastal Shipping Inc. · 2023
  8. 8
    Russell Home Renovators Retirement Plan$241.2K
    Russell Home Renovators, Inc. · 2023
  9. 9
    Swearingen & Nolan, Inc. 401(K) Plan$70.4K
    Swearingen & Nolan, Inc. · 2023
  10. 10
    Triple Investments Inc 401(K) Plan$51.7K
    Triple Investments Inc · 2023
  11. 11
    Ere Ventures Inc. Retirement Plan$42.8K
    Ere Ventures Inc. · 2023
  12. 12
    Calvary Teams Inc. 401(K) Plan$38.4K
    Calvary Teams Inc. · 2023
  13. 13
    Caj Coastal Enterprises, Inc. Ps$12.1K
    Caj Coastal Enterprises, Inc. · 2023
  14. 14
    Segers Aero Corporation Employee Benefits Plannot reported in the loaded dataset
    Segers Aero Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages