Plan5500

Jasper, 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, Jasper, AL has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $44,637,594 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

What stands out in Jasper

  • 12 loaded plans hold $44.6M in reported assets across 11 sponsors.
  • The largest, Walker Medical Diagnostics, LLC 401(K) Profit Sharing Plan, holds 56% of reported Jasper plan assets.
  • Plans cover 1,968 participants — about 164 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 42% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$44.6MSummed across loaded plans$44,636,694
Total reported assets$44.6M$44,637,594
Total reported participants2K1,968
Total reported liabilities$900

Reported net position

Reported assets = net assets + liabilities (summed)$44.6M total assets
Net assets$44.6MLiabilities$900
Contributions & income
Employer contributions$1.1M
Participant contributions$1.7M
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.3M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements10 / 12 (83%)
Plans with provider compensation5 / 12 (42%)

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

Jasper market comparison

Largest plan share of assets56%Walker Medical Diagnostics, LLC 401(K) Profit Sharing Plan
Participants per plan164Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Jasper

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

  1. 1
    Walker Medical Diagnostics, LLC 401(K) Profit Sharing Plan$25M
    Walker Medical Diagnostics, LLC · 2023
  2. 2
    Pinnacle Bank Profit Sharing Retirement Plan$6.1M
    Pinnacle Bank · 2023
  3. 3
    Med-South, Inc. 401(K) Savings Plan$3.1M
    Med-South, Inc. · 2023
  4. 4
    Regional Paramedical Services 401(K) Profit Sharing Plan & Trust$2.8M
    Regional Paramedical Services · 2023
  5. 5
    Retirement Plan For The Arc Of Walker County$2.3M
    The Arc Of Walker County · 2023
  6. 6
    Jasper Pediatric Dentistry, LLC 401k Ps Plan$2.3M
    Jasper Pediatric Dentistry, LLC · 2023
  7. 7
    Kelley Health Holdings, Inc. 401(K) Plan$2.2M
    Kelley Health Holdings Inc · 2023
  8. 8
    Tjr Management Inc. 401(K) Plan$451.2K
    Tjr Management Inc. · 2023
  9. 9
    Bank Of Walker County Employee Stock Ownership Plan$282.6K
    Bank Of Walker County · 2023
  10. 10
    Dixie Comfort Properties, Inc. 401(K) Plan$111.1K
    Dixie Comfort Properties, Inc. · 2023
  11. 11
    Northwest Alabama Mental Health Center Health Plannot reported in the loaded dataset
    Northwest Alabama Mental Health Center · 2023
  12. 12
    Kelley Health Holdings Health And Welfare Benefits Plannot reported in the loaded dataset
    Kelley Health Holdings · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Jasper, AL?
12 plan(s) reported by 11 sponsor(s) are loaded for Jasper, AL.

Related Form 5500 pages