Rome, 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, Rome, GA has 41 loaded benefit plan(s) reported by 31 plan sponsor(s), with $945,700,256 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
41
Plan sponsors
31
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$945,700,256
Total reported liabilities (EOY)
$13,735,076
Total reported net assets (EOY)
$931,965,180

Contributions & income

Employer contributions
$28,167,235
Participant contributions
$31,250,848
Total income / additions
$191,426,567

Expenses & distributions

Benefits paid / distributions
$84,940,898
Total expenses
$88,866,481
Net increase / (decrease)
$102,560,086

Coverage

Total reported participants
20,075
Plans with financial statements
30
Plans with provider compensation
14

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

Largest loaded plans by reported assets

Largest loaded plans in Rome, GA
PlanSponsorReported assets (EOY)Year
The Harbin Clinic Profit Sharing PlanThe Harbin Clinic, L.L.C.$283,100,8322023
Floyd Healthcare Management, Inc. 401(K) Retirement PlanFloyd Healthcare Management$175,230,2612023
Pirelli Tire Retirement Pension PlanPirelli Tire LLC$85,148,8102023
Floyd Healthcare Management, Inc. Retirement PlanFloyd Healthcare Management, Inc.$73,947,5292023
Pirelli Tire Savings PlanPirelli Tire LLC$60,062,0812023
The Lewis Chemical Company Employee Stock Ownership PlanThe Lewis Chemical Company$47,520,0202023
Darlington School Dc PlanDarlington School$39,983,7372023
G&L Holdings, Inc. 401(K) PlanG & L Holdings, Inc.$36,997,3102023
Otr Wheel Engineering, Inc. 401(K) PlanOtr Wheel Engineering, Inc.$18,187,9952023
J & L Ventures, LLC Retirement Savings PlanJ & L Ventures, LLC$18,153,0672023
Therapy Partner Solutions Holding, LLC 401k PlanTherapy Partner Solutions Holding,$15,710,0082023
Brinson, Askew & Berry, Llp 401(K) PlanBrinson, Askew, Berry, Seigler, Richardson & Davis Llp$14,923,8022023
Southeastern Pathology, Pc Profit Sharing PlanSoutheastern Pathology$14,004,5782023
Msp Retirement PlanMcrae, Smith, Peek, Harman & Monroe, Llp$10,641,2862023
Coosa Valley Credit Union Retirement Savings PlanCoosa Valley Credit Union$9,248,5462023
Suhner Usa 401(K) PlanSuhner Manufacturing, Inc.$6,968,8102023
Adams Management Employee Stock Ownership PlanAdams Management$6,573,8222023
Profile Custom Extrusions 401(K) PlanProfile Custom Extrusions, LLC$6,102,8032023
Greater Community Bank Employee Stock Ownership And 401(K) PlanGreater Community Bank$5,404,9162023
Ear Nose And Throat Of Northwest Georgia Pc Profit Sharing PlanEar Nose And Throat Of Northwest Georgia Pc$3,993,7792023
Northwest Georgia Medical Clinic, P.C. 401k Profit Sharing PlanNorthwest Georgia Medical Clinic,Pc$3,815,9832023
Whittington, Jones & Rudert, Cpas, LLC, 401kWhittington, Jones & Rudert, Cpas, LLC$2,873,4062023
Excel Precision Products, Inc. 401k Profit Sharing PlanExcel Precision Products, Inc.$2,516,6012023
Employee Stock Ownership Plan Of Select Healthcare, Inc.Select Health Care, Inc.$1,676,4892023
Rome Truck Parts & Repair Inc. Profit Sharing 401(K) PlanRome Truck Parts & Repair Inc.$1,046,2232023

Related Form 5500 pages