Plan5500

Oneonta, 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, Oneonta, AL has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $46,635,197 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

What stands out in Oneonta

  • 7 loaded plans hold $46.6M in reported assets across 4 sponsors.
  • The largest, Otelco Telephone LLC Savings Trust, holds 71% of reported Oneonta plan assets.
  • Plans cover 2,854 participants — about 408 per plan.
  • 57% 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$46.6MSummed across loaded plans$46,635,197
Total reported assets$46.6M$46,635,197
Total reported participants2.9K2,854
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46.6M total assets
Net assets$46.6MLiabilities$0
Contributions & income
Employer contributions$2.4M
Participant contributions$2.9M
Total income / additions$11.4M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.7M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation1 / 7 (14%)

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

Oneonta market comparison

Largest plan share of assets71%Otelco Telephone LLC Savings Trust
Participants per plan408Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Oneonta

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

  1. 1
    Otelco Telephone LLC Savings Trust$33.2M
    Otelco Telephone LLC · 2023
  2. 2
    Hometown Bancorp Of Alabama, Inc. Employee Stock Ownership Plan$8.3M
    Hometown Bancorp Of Alabama, Inc. · 2023
  3. 3
    Trinity Management, Inc. 401(K) Plan$5.2M
    Trinity Management, Inc. · 2023
  4. 4
    C L H Enterprises, Inc. 401(K) Plan$27.2K
    C L H Enterprises, Inc. · 2023
  5. 5
    Trinity Management, Inc. Group Health And Welfare Wrap Plannot reported in the loaded dataset
    Trinity Management, Inc. · 2023
  6. 6
    Otelco Telephone Healthcare Plannot reported in the loaded dataset
    Otelco Telephone LLC · 2023
  7. 7
    Otelco Telephone LLCnot reported in the loaded dataset
    Otelco Telephone LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages