Plan5500

Mena, 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, Mena, AR has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $15,012,635 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Mena

  • 6 loaded plans hold $15M in reported assets across 5 sponsors.
  • The largest, Union Bank 401(K), holds 62% of reported Mena plan assets.
  • Plans cover 671 participants — about 112 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15MSummed across loaded plans$14,968,809
Total reported assets$15M$15,012,635
Total reported participants671
Total reported liabilities$43.8K$43,826

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$43.8K
Contributions & income
Employer contributions$687K
Participant contributions$1.1M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Mena market comparison

Largest plan share of assets62%Union Bank 401(K)
Participants per plan112Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Mena

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

  1. 1
    Union Bank 401(K)$9.3M
    Union Bank · 2023
  2. 2
    Healthy Connections, Inc. 401(K) Plan$3.4M
    Healthy Connections, Inc. · 2023
  3. 3
    Washburns Home Furnishings Inc 401k Plan$1.4M
    Washburns Home Furnishings Inc. 401k Profit Sharing Plan · 2023
  4. 4
    Hampton Aviation 401k Plan$498.2K
    Aviation Maintenance Services International, LLC · 2023
  5. 5
    Sanford & Company, P.A. 401(K) Profit Sharing Plan$477.2K
    Sanford & Company, P.A. · 2023
  6. 6
    Healthy Connections, Inc. Health & Welfare Plannot reported in the loaded dataset
    Healthy Connections, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages