Plan5500

Winfield, 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, Winfield, AL has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,795,680 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
3
Latest filing year
2023

What stands out in Winfield

  • 7 loaded plans hold $3.8M in reported assets across 3 sponsors.
  • The largest, Continental Global Material Handling Factory Employees' 401(, holds 100% of reported Winfield plan assets.
  • Plans cover 1,398 participants — about 200 per plan.
  • 14% 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$3.8MSummed across loaded plans$3,795,680
Total reported assets$3.8M$3,795,680
Total reported participants1.4K1,398
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$725.5K
Participant contributions$623.4K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$411.2K
Total expenses$438.3K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 7 (14%)
Plans with provider compensation1 / 7 (14%)

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

Winfield market comparison

Largest plan share of assets100%Continental Global Material Handling Factory Employees' 401(
Participants per plan200Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Winfield

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

  1. 1
    Continental Global Material Handling Factory Employees' 401($3.8M
    Continental Global Material Hand · 2023
  2. 2
    Continental Global Material Handling Health Plannot reported in the loaded dataset
    Continental Global Material Handling · 2023
  3. 3
    Continental Global Material Handling Dental Plannot reported in the loaded dataset
    Continental Global Material Handling · 2023
  4. 4
    Continental Global Material Handling Vision Plannot reported in the loaded dataset
    Continental Global Material Handling · 2023
  5. 5
    Continental Global Material Handling Life And Disability Plannot reported in the loaded dataset
    Continental Global Material Handling · 2023
  6. 6
    King Kutter, Inc. Health Welfare Benefit Plannot reported in the loaded dataset
    King Kutter, Inc. · 2023
  7. 7
    The Healthcare Authority Of Winfield, Alabama Employee Benefits Plannot reported in the loaded dataset
    The Healthcare Authority Of Winfield, Alabama · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages