Madison, 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, Madison, AL has 39 loaded benefit plan(s) reported by 30 plan sponsor(s), with $1,737,689,370 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
39
Plan sponsors
30
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,737,689,370
Total reported liabilities (EOY)
$162,837
Total reported net assets (EOY)
$1,737,526,533

Contributions & income

Employer contributions
$43,102,184
Participant contributions
$74,312,256
Total income / additions
$410,301,596

Expenses & distributions

Benefits paid / distributions
$109,769,189
Total expenses
$110,922,112
Net increase / (decrease)
$299,379,484

Coverage

Total reported participants
26,490
Plans with financial statements
28
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Madison, 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 Madison, AL
PlanSponsorReported assets (EOY)Year
Hexagon Employee Retirement Savings PlanIntergraph Corporation$1,479,278,2192023
Mesa Associates, Inc. 401(K) Profit Sharing PlanMesa Associates, Inc.$118,901,8492023
Tyonek Native Corporation 401(K) PlanTyonek Native Corporation$53,608,1152023
S.E.A. Wire & Cable, Inc. 401(K) Asset Accumulation Retirement PlanSea Wire And Cable, Inc.$18,879,6862023
Alabama Pediatric Dental Associates And Orthodontics 401(K) Plan & TrustAlabama Pediatric Dental Associates & Orthodontics, A Partnership$14,675,7052023
Spectrum Solutions, Inc. 401(K) PlanSpectrum Solutions, Inc.$11,066,3072023
Spectrum Solutions, Inc. 401(K) PlanSpectrum Solutions, Inc.$11,066,3072023
Nextek, Inc. Employee 401(K) Retirement PlanNextek, Inc.$9,103,5812023
Halsey Grocery 401(K) PlanW. L. Halsey Grocery Co., Inc. (D/B/A Food Service$7,932,0262023
Integrated Behavioral Health 401(K) PlanIntegrated Behavioral Health$3,366,0032023
Spectrum Solutions, Inc. Employee Stock Ownership PlanSpectrum Solutions, Inc.$3,084,7582023
Huntsville Reproductive Medicine, Pc 401(K) Profit Sharing PlanHuntsville Reproductive Medicine,P$2,000,8962023
Chris Parker Consulting 401(K) Profit Sharing Plan & TrustChris Parker Consulting$1,954,8092023
Six Degrees Services Inc. Retirement PlanSix Degrees Services Inc.$1,034,1292023
Sunnyside Inc. Retirement PlanSunnyside Inc.$418,0722023
Exit Strategy Ventures Inc. Retirement PlanExit Strategy Ventures Inc.$285,0002023
Regatta Inc Retirement PlanRegatta Inc$247,9372023
Avant Designs, Inc. 401(K) PlanAvant Designs, Inc.$228,5282023
Jcc Bfl Enterprises, Inc. 401(K) PlanJcc Bfl Enterprises, Inc.$215,2412023
Creme Brew Lait Investment PlanCreme Brew Lait Inc$171,9332023
Pj Holdings, Inc. 401(K) Profit Sharing PlanPj Holdings, Inc.$73,5002023
Jes Legacy Investments Inc. 401(K) PlanJes Legacy Investments Inc.$36,0462023
Chrisco Inc. Retirement PlanChrisco Inc.$31,7962023
Jette Inc. 401(K) PlanJette Inc.$27,9912023
Thomas And Stacey Ot, Inc. 401(K) Profit Sharing PlanThomas And Stacey Ot, Inc.$6072023

Related Form 5500 pages