Plan5500

Vestavia, 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, Vestavia, AL has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $46,342,088 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Vestavia

  • 10 loaded plans hold $46.3M in reported assets across 8 sponsors.
  • The largest, Galactic Employer Services 401(K) Plan, holds 51% of reported Vestavia plan assets.
  • Plans cover 12,775 participants — about 1,278 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$46.3MSummed across loaded plans$46,342,088
Total reported assets$46.3M$46,342,088
Total reported participants12.8K12,775
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46.3M total assets
Net assets$46.3MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$4.1M
Total income / additions$13M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.6M
Net increase / (decrease)$9.3M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation2 / 10 (20%)

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

Vestavia market comparison

Largest plan share of assets51%Galactic Employer Services 401(K) Plan
Participants per plan1,278Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Vestavia

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

  1. 1
    Galactic Employer Services 401(K) Plan$23.7M
    Galactic, Inc. · 2023
  2. 2
    Capstone On-Campus Management, LLC 401(K) Savings Plan$21.1M
    Capstone On-Campus Management, LLC · 2023
  3. 3
    Boryczka Properties, Inc. Profit Sharing Plan & Trust$987.9K
    Boryczka Properties, Inc. · 2023
  4. 4
    Sullivan Pizza, Inc. Retirement Plan$362.8K
    Sullivan Pizza, Inc. · 2023
  5. 5
    Calmat Co Bargaining Unit Retirement Plan$236.7K
    Vulcan Materials Company · 2023
  6. 6
    Calmat Co Of Arizona Operating Engineers 401k Plan$1.9K
    Vulcan Materials Company · 2023
  7. 7
    Igit Inc. Pension Transfer Trust Plan$0
    Igit, Inc. · 2023
  8. 8
    Health & Welfare Benefit Plans Of Vulcan Materials Companynot reported in the loaded dataset
    Vulcan Materials Company · 2023
  9. 9
    American Eagle Delaware Holding Company LLC Employee Benefits Plannot reported in the loaded dataset
    American Eagle Delaware Holding Company LLC · 2023
  10. 10
    Alabama Grocers Associationnot reported in the loaded dataset
    Alabama Grocers Association Health And Welfare Trust · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Vestavia, AL?
10 plan(s) reported by 8 sponsor(s) are loaded for Vestavia, AL.

Related Form 5500 pages