Plan5500

Cartersville, 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, Cartersville, GA has 29 loaded benefit plan(s) reported by 21 plan sponsor(s), with $106,289,197 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
21
Latest filing year
2023

What stands out in Cartersville

  • 29 loaded plans hold $106.3M in reported assets across 21 sponsors.
  • The largest, Dellinger Group Profit Sharing Plan, holds 27% of reported Cartersville plan assets.
  • Plans cover 4,960 participants — about 171 per plan.
  • 55% of loaded plans report full Schedule H/I financial statements.
  • 34% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$106.3MSummed across loaded plans$106,270,588
Total reported assets$106.3M$106,289,197
Total reported participants5K4,960
Total reported liabilities$18.6K$18,609

Reported net position

Reported assets = net assets + liabilities (summed)$106.3M total assets
Net assets$106.3MLiabilities$18.6K
Contributions & income
Employer contributions$3.7M
Participant contributions$7.6M
Total income / additions$28.9M
Expenses & distributions
Benefits paid / distributions$13.5M
Total expenses$14.1M
Net increase / (decrease)$14.8M

Data coverage

Plans with financial statements16 / 29 (55%)
Plans with provider compensation10 / 29 (34%)

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

Cartersville market comparison

Largest plan share of assets27%Dellinger Group Profit Sharing Plan
Participants per plan171Average across loaded plans
Plan sponsors21
Ranked by reported assets

Largest loaded plans in Cartersville

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

  1. 1
    Dellinger Group Profit Sharing Plan$28.9M
    Dellinger Management Services, LLC · 2023
  2. 2
    Phoenix Air Group, Inc. 401(K) Plan$23.3M
    Phoenix Air Group, Inc. · 2023
  3. 3
    Doehler North America 401(K) Plan$11.2M
    Doehler North America, Inc. · 2023
  4. 4
    Anverse, Inc. Retirement Savings Plan$10M
    Anverse, Inc. · 2023
  5. 5
    Reicon Management, LLC Retirement Savings Plan$9.9M
    Reicon Management, LLC · 2023
  6. 6
    Aquafil Usa, Inc. 401(K) Plan$4.9M
    Aquafil Usa, Inc. · 2023
  7. 7
    Staff Source Employment 401k Plan$4.2M
    Staff Source Employment, LLC · 2023
  8. 8
    Taylor Transport 401(K) Plan$3.7M
    Taylor Transport, Inc. · 2023
  9. 9
    Madison Telecommunications 401(K) Profit Sharing Plan & Trust$3.3M
    Madison Telecommunications, Inc. · 2023
  10. 10
    401(K) Profit Sharing Plan For Employees Of Tallatoona Community Action Partnership Inc.$3M
    Tallatoona Community Action Pa · 2023
  11. 11
    Infra Plus Tech 401k$2.4M
    Infrastructure + Technology Company · 2023
  12. 12
    Terraconn 401k$368.3K
    Terraconn Homes, Inc · 2023
  13. 13
    Hitech Home Services, Inc. 401k Profit Sharing Plan$333.4K
    Hitech Home Services, Inc. · 2023
  14. 14
    Dk2doto Holdings, Inc. Retirement Plan$284K
    Dk2doto Holdings, Inc. · 2023
  15. 15
    Capstone Tool & Equipment Inc. Profit Sharing Plan$234K
    Capstone Tool & Equipment Inc. · 2023
  16. 16
    Ely Concrete Construction, LLC Group Benefit Plan (501)$166.6K
    Ely Concrete Construction, LLC · 2023
  17. 17
    Severance Plan For The Employees Of Participating Companies Within The Dellinger Group Of Companiesnot reported in the loaded dataset
    Dellinger Management Company, Inc. · 2023
  18. 18
    Doehler North America Inc Hra Plannot reported in the loaded dataset
    Doehler North America Inc · 2023
  19. 19
    Doehler North America Inc Welfare Benefit Plannot reported in the loaded dataset
    Doehler North America Inc · 2023
  20. 20
    Ict Industries, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Ict Industries, Inc. · 2023
  21. 21
    Group Insurance Plannot reported in the loaded dataset
    Group Insurance Plan Chemical Products Corporation · 2023
  22. 22
    Bartow Paving Company, Inc. Health And Welfare Benefits Plan Plannot reported in the loaded dataset
    Bartow Paving Company, Inc. · 2023
  23. 23
    Tallatoona Cap Basic Life Plannot reported in the loaded dataset
    Tallatoona Community Action Partnership Inc. · 2023
  24. 24
    Phoenix Air Group, Inc Pre Tax Premium Plannot reported in the loaded dataset
    Phoenix Air Group, Inc. · 2023
  25. 25
    Asa Fire Protection, LLC Employee Benefits Plannot reported in the loaded dataset
    Asa Fire Protection, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cartersville, GA?
29 plan(s) reported by 21 sponsor(s) are loaded for Cartersville, GA.

Related Form 5500 pages