Plan5500

Brookhaven, GA 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, Brookhaven, GA has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $32,047,258 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
10
Latest filing year
2023

What stands out in Brookhaven

  • 10 loaded plans hold $32M in reported assets across 10 sponsors.
  • The largest, The Everest Campus Services Company, LLC 401(K) Plan, holds 50% of reported Brookhaven plan assets.
  • Plans cover 977 participants — about 98 per plan.
  • 100% 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$32MSummed across loaded plans$32,047,258
Total reported assets$32M$32,047,258
Total reported participants977
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$32M total assets
Net assets$32MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.2M
Total income / additions$9.2M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.4M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements10 / 10 (100%)
Plans with provider compensation2 / 10 (20%)

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

Brookhaven market comparison

Largest plan share of assets50%The Everest Campus Services Company, LLC 401(K) Plan
Participants per plan98Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Brookhaven

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

  1. 1
    The Everest Campus Services Company, LLC 401(K) Plan$16.1M
    Everest Campus Services Company, LLC · 2023
  2. 2
    Incentive Solutions 401(K) Profit Sharing Plan And Trust$11.7M
    Incentive Solutions, Inc. · 2023
  3. 3
    Talon Management, LLC 401(K) Profit Sharing Plan And Trust$3.6M
    Talon Management, LLC · 2023
  4. 4
    Chep Holdings Corp 401(K) Plan$286.6K
    Chep Holdings Corp · 2023
  5. 5
    Nitrous Ventures Corporation Retirement Plan$107.1K
    Nitrous Ventures Corporation · 2023
  6. 6
    Jbl Holdings, Inc. Retirement Plan$80.7K
    Jbl Holdings, Inc. · 2023
  7. 7
    Abfides And Bafides, Inc. Profit Sharing Plan$73.3K
    Abfides And Bafides, Inc. · 2023
  8. 8
    Gc Windows Inc 401(K) Plan$57.2K
    Gc Windows Inc · 2023
  9. 9
    Laube Logistics Inc. Retirement Plan$50K
    Laube Logistics Inc. · 2023
  10. 10
    Boheme Outfitters Inc. Retirement Plan$1.3K
    Boheme Outfitters Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages