Montgomery, 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, Montgomery, AL has 140 loaded benefit plan(s) reported by 102 plan sponsor(s), with $2,198,524,249 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 140
- Plan sponsors
- 102
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,198,524,249
- Total reported liabilities (EOY)
- $10,510,317
- Total reported net assets (EOY)
- $2,187,716,307
Contributions & income
- Employer contributions
- $151,150,198
- Participant contributions
- $79,223,676
- Total income / additions
- $542,442,333
Expenses & distributions
- Benefits paid / distributions
- $249,636,971
- Total expenses
- $258,588,092
- Net increase / (decrease)
- $283,854,241
Coverage
- Total reported participants
- 66,324
- Plans with financial statements
- 95
- Plans with provider compensation
- 70
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montgomery, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Alabama Farmers Federation And Affiliated Companies Retirement Plan | Alfa Mutual Insurance Company | $429,202,980 | 2023 |
| Hyundai Motor Manufacturing Alabama, LLC 401(K) Plan | Hyundai Motor Manufacturing Alabama, LLC | $280,005,620 | 2023 |
| Savings And Profit Sharing Plan And Trust Agreement Of Alfa Mutual Insurance Company | Alfa Mutual Insurance Company | $242,164,617 | 2023 |
| Jackson Thornton & Co., P.C. 401(K) Plan | Jackson Thornton & Co., P.C. | $110,397,730 | 2023 |
| Plumbers & Steamfitters Local Union 52 Defined Con Plan | Plumbers & Steamfitters Local Union 52 | $70,342,294 | 2023 |
| Cnhi, LLC 401(K) Plan | Cnhi, LLC | $65,694,461 | 2023 |
| Beasley, Allen, Crow, Methvin, Portis & Miles, Pc 401(K) Profit Sharing Plan | Beasley, Allen, Crow, Methvin, Portis & Miles, Pc | $57,816,069 | 2023 |
| Southern Poverty Law Center, Inc. 401(K) Retirement Plan | Southern Poverty Law Center, Inc. | $56,269,400 | 2023 |
| Caddell Construction Retirement Plan | Caddell Construction Co. (De), LLC | $54,310,191 | 2023 |
| Max Credit Union Capital Accumulation Plan | Max Credit Union | $52,510,805 | 2023 |
| Mobis-Alabama 401(K) Plan | Mobis-Alabama, LLC | $47,289,174 | 2023 |
| Goodwyn Mills Cawood, LLC 401(K) Profit Sharing Plan And Trust | Goodwyn Mills Cawood, LLC | $44,687,293 | 2023 |
| The Health Care Authority For Baptist Health Matching Dollar Plan | The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm | $44,503,015 | 2023 |
| Kowa Pharmaceuticals America, Inc. 401(K) Plan | Kowa Pharmaceuticals America, Inc. | $35,587,390 | 2023 |
| Capell & Howard Pc 401(K) Profit Sharing Plan & Trust | Capell & Howard Pc | $35,317,951 | 2023 |
| Alabama Housing Finance Authority Employees' Pension Plan | Alabama Housing Finance Authority | $31,267,624 | 2023 |
| Huntingdon College Retirement Annuity Plan Tiaa-Cref | Huntingdon College | $29,815,158 | 2023 |
| Smith Industries, Inc. 401(K) Plan | Smith Industries, Inc. | $25,950,256 | 2023 |
| Turenne & Associates, LLC And Affiliates 401(K) Plan | Turenne & Associates, LLC | $25,869,092 | 2023 |
| The Montgomery Academy Retirement Plan | The Montgomery Academy | $24,994,321 | 2023 |
| Fastening Solutions, Inc. Employee Retirement Plan | Fastening Solutions, Inc. | $24,215,054 | 2023 |
| Faulkner University Tax Deferred Annuity Plan | Faulkner University | $23,825,573 | 2023 |
| Montgomery Baptist Outreach Services Corporation 403b Plan | Montgomery Baptist Outreach Services Corporation | $21,619,566 | 2023 |
| Alabama Housing Finance Authority Retirement Plan | Alabama Housing Finance Authority | $18,725,408 | 2023 |
| Schmidt Wallace Healthcare Management Company, Inc. 401(K) Retirement Savings | Schmidt Wallace Healthcare Management Company | $17,623,697 | 2023 |
Largest plans in Montgomery → · Montgomery plans by participants → · Montgomery plans with financial data → · Montgomery plans with provider compensation → · $1B+ plans in Montgomery →
Related Form 5500 pages
- All AL Form 5500 filings
- Alabama Farmers Federation And Affiliated Companies Retirement Plan (plan 001)
- Alfa Mutual Insurance Company — all reported plans
- Hyundai Motor Manufacturing Alabama, LLC 401(K) Plan (plan 001)
- Hyundai Motor Manufacturing Alabama, LLC — all reported plans
- Savings And Profit Sharing Plan And Trust Agreement Of Alfa Mutual Insurance Company (plan 002)
- Jackson Thornton & Co., P.C. 401(K) Plan (plan 001)
- Jackson Thornton & Co., P.C. — all reported plans
- Plumbers & Steamfitters Local Union 52 Defined Con Plan (plan 002)
- Plumbers & Steamfitters Local Union 52 — all reported plans
- Cnhi, LLC 401(K) Plan (plan 001)
- Cnhi, LLC — all reported plans
- Beasley, Allen, Crow, Methvin, Portis & Miles, Pc 401(K) Profit Sharing Plan (plan 001)
- Beasley, Allen, Crow, Methvin, Portis & Miles, Pc — all reported plans
- Southern Poverty Law Center, Inc. 401(K) Retirement Plan (plan 002)
- Southern Poverty Law Center, Inc. — all reported plans
- Caddell Construction Retirement Plan (plan 001)
- Caddell Construction Co. (De), LLC — all reported plans
- Max Credit Union Capital Accumulation Plan (plan 002)
- Max Credit Union — all reported plans
- Mobis-Alabama 401(K) Plan (plan 001)
- Mobis-Alabama, LLC — all reported plans
- Goodwyn Mills Cawood, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Goodwyn Mills Cawood, LLC — all reported plans
- The Health Care Authority For Baptist Health Matching Dollar Plan (plan 004)
- The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm — all reported plans
- Kowa Pharmaceuticals America, Inc. 401(K) Plan (plan 001)
- Kowa Pharmaceuticals America, Inc. — all reported plans
- Capell & Howard Pc 401(K) Profit Sharing Plan & Trust (plan 001)
- Capell & Howard Pc — all reported plans
- Methodology
- Data sources