Plan5500

Cadiz, KY 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, Cadiz, KY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,418,001 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Cadiz

  • 3 loaded plans hold $3.4M in reported assets across 3 sponsors.
  • The largest, Trigg County Hospital Retirement Plan, holds 65% of reported Cadiz plan assets.
  • Plans cover 2,087 participants — about 696 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.4MSummed across loaded plans$3,418,001
Total reported assets$3.4M$3,418,001
Total reported participants2.1K2,087
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.4MLiabilities$0
Contributions & income
Employer contributions$199.9K
Participant contributions$228K
Total income / additions$838.1K
Expenses & distributions
Benefits paid / distributions$237.9K
Total expenses$251.6K
Net increase / (decrease)$586.4K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Cadiz market comparison

Largest plan share of assets65%Trigg County Hospital Retirement Plan
Participants per plan696Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Cadiz

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

  1. 1
    Trigg County Hospital Retirement Plan$2.2M
    Trigg County Hospital · 2023
  2. 2
    Bank Of Cadiz & Trust Co. Employees' Profit Sharing Plan$1.1M
    Bank Of Cadiz & Trust Co. · 2023
  3. 3
    Ham Broadcasting Company, Inc. Employee Stock Ownership Plan$100K
    Ham Broadcasting Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages