Plan5500

Orange Beach, 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, Orange Beach, AL has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $36,794,154 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

What stands out in Orange Beach

  • 9 loaded plans hold $36.8M in reported assets across 7 sponsors.
  • The largest, The Columbia Southern Education Group 401(K) Plan, holds 81% of reported Orange Beach plan assets.
  • Plans cover 2,619 participants — about 291 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.8MSummed across loaded plans$36,790,676
Total reported assets$36.8M$36,794,154
Total reported participants2.6K2,619
Total reported liabilities$1.7K$1,736

Reported net position

Reported assets = net assets + liabilities (summed)$36.8M total assets
Net assets$36.8MLiabilities$1.7K
Contributions & income
Employer contributions$1.4M
Participant contributions$2.9M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$3M
Net increase / (decrease)$7.1M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation3 / 9 (33%)

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

Orange Beach market comparison

Largest plan share of assets81%The Columbia Southern Education Group 401(K) Plan
Participants per plan291Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Orange Beach

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

  1. 1
    The Columbia Southern Education Group 401(K) Plan$29.9M
    Columbia Southern Education Group · 2023
  2. 2
    Perdido Beach Resort 401(K) Plan$3M
    Gulf Beach Hotel Inc. D/B/A Perdido Beach Resort · 2023
  3. 3
    Towey Properties, Inc., 401(K) Plan$2.2M
    Towey Properties, Inc. · 2023
  4. 4
    Csl 403(B) Plan$1.3M
    Community Senior Life · 2023
  5. 5
    Big Year Birds Inc. 401(K) Plan$352.5K
    Big Year Birds Inc. · 2023
  6. 6
    Service Bright, Inc 401(K) Plan$1.7K
    Service Bright, Inc · 2023
  7. 7
    Perdido Beach Resort Group Insurancenot reported in the loaded dataset
    Gulf Beach Hotel, Inc. · 2023
  8. 8
    Community Health Systems, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Community Health Systems, Inc. · 2023
  9. 9
    Columbia Southern Education Group Health Insurancenot reported in the loaded dataset
    Columbia Southern Education Group · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages