Tuscaloosa, 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, Tuscaloosa, AL has 61 loaded benefit plan(s) reported by 43 plan sponsor(s), with $824,564,511 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 61
- Plan sponsors
- 43
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $824,564,511
- Total reported liabilities (EOY)
- $10,701,213
- Total reported net assets (EOY)
- $813,863,298
Contributions & income
- Employer contributions
- $27,399,753
- Participant contributions
- $49,282,770
- Total income / additions
- $189,620,361
Expenses & distributions
- Benefits paid / distributions
- $72,899,204
- Total expenses
- $74,955,718
- Net increase / (decrease)
- $114,664,643
Coverage
- Total reported participants
- 43,473
- Plans with financial statements
- 35
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tuscaloosa, 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 |
|---|---|---|---|
| Phifer Retirement And 401(K) Savings Plan | Phifer Incorporated | $170,708,068 | 2023 |
| The Westervelt Company Savings And Investment Plan | The Westervelt Company | $125,002,988 | 2023 |
| Peco Foods, Inc. Retirement Savings Plan | Peco Foods, Inc. | $114,042,505 | 2023 |
| Nhs Affiliated Companies 401(K) Profit Sharing Plan | Nhs Management, LLC | $86,236,173 | 2023 |
| Randall-Reilly, LLC 401(K) Profit Sharing Plan | Randall-Reilly, LLC | $42,003,245 | 2023 |
| Parker Towing Company, Inc. 401(K) Profit Sharing Plan | Parker Towing Company, Inc. | $38,441,388 | 2023 |
| Bryant Bank 401(K) Plan | Bryant Bank | $33,829,405 | 2023 |
| Alabama Credit Union Capital Accumulation Plan | Alabama Credit Union | $30,706,612 | 2023 |
| Mcabee Construction, Inc. Esop | Mcabee Construction, Inc. | $30,606,469 | 2023 |
| Ttl, Inc. 401(K) Profit Sharing Plan | Ttl, Inc. | $27,838,195 | 2023 |
| Capstone Health Services Foundation 403(B) Dc Plan | Capstone Health Services Foundation | $19,875,307 | 2023 |
| Alabama One Credit Union 401(K) Plan | Alabama One Credit Union | $13,434,130 | 2023 |
| Boone Newsmedia Retirement Plan | Boone Newsmedia, Inc. | $12,348,779 | 2023 |
| Tuscaloosa Lung And Sleep Consultants 401(K) Plan | Tuscaloosa Lung & Sleep Consultants | $12,246,017 | 2023 |
| Phelps, Jenkins, Gibson And Fowler 401(K) Profit Sharing Plan | Phelps, Jenkins, Gibson & Fowler Llp | $11,122,292 | 2023 |
| West Alabama Anesthesia, LLC 401(K) Profit Sharing Plan | West Alabama Anesthesia, LLC | $10,158,841 | 2023 |
| Southern Heat Exchanger Corporation 401(K) Profit Sharing Plan | Southern Heat Exchanger Corporation | $8,540,565 | 2023 |
| The Greene Group, Inc. 401(K) Savings Plan | Greene Group, Inc. | $7,702,296 | 2023 |
| Northstar Ems, Inc. 401(K) Profit Sharing Plan | Northstar Ems, Inc. | $5,414,317 | 2023 |
| Turnipseed & Roe, LLC 401(K) Profit Sharing Plan | Turnipseed & Roe, LLC | $4,075,405 | 2023 |
| Premier Service Company, Inc. 401(K) Retirement Plan | Premier Service Company, Inc. | $3,880,630 | 2023 |
| Power & Rubber Supply, Inc. Retirement Plan | Power & Rubber Supply, Inc. | $3,380,368 | 2023 |
| Taco Casa, Inc. Retirement Plan | Taco Casa, Inc. | $2,606,485 | 2023 |
| Arti Pandey, Md 401k Profit Sharing Plan | Arti Pandey, Md | $2,147,692 | 2023 |
| Alabama Heart Care, LLC 401k Profit Sharing Plan | Alabama Heart Care, LLC | $2,039,263 | 2023 |
Largest plans in Tuscaloosa → · Tuscaloosa plans by participants → · Tuscaloosa plans with financial data → · Tuscaloosa plans with provider compensation → · $1B+ plans in Tuscaloosa →
Related Form 5500 pages
- All AL Form 5500 filings
- Phifer Retirement And 401(K) Savings Plan (plan 004)
- Phifer Incorporated — all reported plans
- The Westervelt Company Savings And Investment Plan (plan 001)
- The Westervelt Company — all reported plans
- Peco Foods, Inc. Retirement Savings Plan (plan 001)
- Peco Foods, Inc. — all reported plans
- Nhs Affiliated Companies 401(K) Profit Sharing Plan (plan 001)
- Nhs Management, LLC — all reported plans
- Randall-Reilly, LLC 401(K) Profit Sharing Plan (plan 001)
- Randall-Reilly, LLC — all reported plans
- Parker Towing Company, Inc. 401(K) Profit Sharing Plan (plan 002)
- Parker Towing Company, Inc. — all reported plans
- Bryant Bank 401(K) Plan (plan 001)
- Bryant Bank — all reported plans
- Alabama Credit Union Capital Accumulation Plan (plan 001)
- Alabama Credit Union — all reported plans
- Mcabee Construction, Inc. Esop (plan 002)
- Mcabee Construction, Inc. — all reported plans
- Ttl, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ttl, Inc. — all reported plans
- Capstone Health Services Foundation 403(B) Dc Plan (plan 001)
- Capstone Health Services Foundation — all reported plans
- Alabama One Credit Union 401(K) Plan (plan 004)
- Alabama One Credit Union — all reported plans
- Boone Newsmedia Retirement Plan (plan 002)
- Boone Newsmedia, Inc. — all reported plans
- Tuscaloosa Lung And Sleep Consultants 401(K) Plan (plan 002)
- Tuscaloosa Lung & Sleep Consultants — all reported plans
- Phelps, Jenkins, Gibson And Fowler 401(K) Profit Sharing Plan (plan 001)
- Phelps, Jenkins, Gibson & Fowler Llp — all reported plans
- Methodology
- Data sources