Plan5500

Marion, 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, Marion, KY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $19,775,894 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
2
Latest filing year
2023

What stands out in Marion

  • 3 loaded plans hold $19.8M in reported assets across 2 sponsors.
  • The largest, Farmers Bank And Trust Company 401(K) Employee Stock Ownership Plan, holds 75% of reported Marion plan assets.
  • Plans cover 439 participants — about 146 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.3MSummed across loaded plans$19,275,799
Total reported assets$19.8M$19,775,894
Total reported participants439
Total reported liabilities$500.1K$500,095

Reported net position

Reported assets = net assets + liabilities (summed)$19.8M total assets
Net assets$19.3MLiabilities$500.1K
Contributions & income
Employer contributions$714.9K
Participant contributions$796.5K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$420.7K
Total expenses$528.1K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Marion market comparison

Largest plan share of assets75%Farmers Bank And Trust Company 401(K) Employee Stock Ownership Plan
Participants per plan146Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Marion

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

  1. 1
    Farmers Bank And Trust Company 401(K) Employee Stock Ownership Plan$14.8M
    Farmers Bank And Trust Company · 2023
  2. 2
    Par 4 Plastics, Inc. 401k Profit Sharing Plan And Trust$5M
    Par 4 Plastics, Inc. · 2023
  3. 3
    Par 4 Plastics, Inc. Employee Benefits Plannot reported in the loaded dataset
    Par 4 Plastics, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Marion, KY?
3 plan(s) reported by 2 sponsor(s) are loaded for Marion, KY.

Related Form 5500 pages