Plan5500

Owens Cross Roads, 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, Owens Cross Roads, AL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,441,706 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Owens Cross Roads

  • 3 loaded plans hold $2.4M in reported assets across 3 sponsors.
  • The largest, Allen Educational Opportunities, Inc. Retirement Plan, holds 87% of reported Owens Cross Roads plan assets.
  • Plans cover 30 participants — about 10 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,441,706
Total reported assets$2.4M$2,441,706
Total reported participants30
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$11.1K
Participant contributions$0
Total income / additions$281.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$281.4K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Owens Cross Roads, 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

Owens Cross Roads market comparison

Largest plan share of assets87%Allen Educational Opportunities, Inc. Retirement Plan
Participants per plan10Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Owens Cross Roads

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

  1. 1
    Allen Educational Opportunities, Inc. Retirement Plan$2.1M
    Allen Educational Opportunities, Inc. · 2023
  2. 2
    Dsra Holdings Corporation Retirement Plan$295.1K
    Dsra Holdings Corporation · 2023
  3. 3
    Dlakin, Inc. 401(K) Profit Sharing Plan$26.5K
    Dlakin, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Owens Cross Roads, AL?
3 plan(s) reported by 3 sponsor(s) are loaded for Owens Cross Roads, AL.

Related Form 5500 pages