Plan5500

Malvern, AR 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, Malvern, AR has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,240,294 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Malvern

  • 5 loaded plans hold $12.2M in reported assets across 3 sponsors.
  • The largest, Malvern National Bank 401(K) Profit Sharing Plan, holds 64% of reported Malvern plan assets.
  • Plans cover 848 participants — about 170 per plan.
  • 60% 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$12.2MSummed across loaded plans$12,240,294
Total reported assets$12.2M$12,240,294
Total reported participants848
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$12.2MLiabilities$0
Contributions & income
Employer contributions$416.6K
Participant contributions$750K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Malvern market comparison

Largest plan share of assets64%Malvern National Bank 401(K) Profit Sharing Plan
Participants per plan170Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Malvern

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

  1. 1
    Malvern National Bank 401(K) Profit Sharing Plan$7.9M
    Malvern National Bank · 2023
  2. 2
    J. M. Bozeman Enterprises, Inc. 401(K) Plan$3.7M
    J. M. Bozeman Enterprises, Inc. · 2023
  3. 3
    Mcguire Enterprises Retirement Plan$666.6K
    Mcguire Enterprises, Inc. · 2023
  4. 4
    Malvern National Bank Welfare Plannot reported in the loaded dataset
    Malvern National Bank · 2023
  5. 5
    J.M. Bozeman Enterprises, Inc. Welfare Plannot reported in the loaded dataset
    J.M. Bozeman Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Malvern, AR?
5 plan(s) reported by 3 sponsor(s) are loaded for Malvern, AR.

Related Form 5500 pages