Plan5500

Tompkinsville, 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, Tompkinsville, KY has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $17,409,133 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Tompkinsville

  • 6 loaded plans hold $17.4M in reported assets across 4 sponsors.
  • The largest, Monroe County Medical Center Retirement Plan, holds 61% of reported Tompkinsville plan assets.
  • Plans cover 1,105 participants — about 184 per plan.
  • 33% 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$17.4MSummed across loaded plans$17,409,133
Total reported assets$17.4M$17,409,133
Total reported participants1.1K1,105
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.4M total assets
Net assets$17.4MLiabilities$0
Contributions & income
Employer contributions$730.3K
Participant contributions$1.2M
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$290.5K
Total expenses$370.8K
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements2 / 6 (33%)
Plans with provider compensation2 / 6 (33%)

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

Tompkinsville market comparison

Largest plan share of assets61%Monroe County Medical Center Retirement Plan
Participants per plan184Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Tompkinsville

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

  1. 1
    Monroe County Medical Center Retirement Plan$10.5M
    Monroe Medical Foundation Inc Dba Monroe County Medical Center · 2023
  2. 2
    Cleary Construction 401(K) Plan$6.9M
    Cleary Construction, Inc. · 2023
  3. 3
    Kentucky Hospital Employee Health Benefit Plannot reported in the loaded dataset
    Monroe Medical Foundation, Inc. · 2023
  4. 4
    Stephens Manufacturing Company, Incnot reported in the loaded dataset
    Stephens Manufacturing Company, Inc. · 2023
  5. 5
    Roy Anderson Lumber Company Health And Welfare Plannot reported in the loaded dataset
    Roy Anderson Lumber Company · 2023
  6. 6
    Cleary Construction Health & Welfare Plannot reported in the loaded dataset
    Cleary Construction, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tompkinsville, KY?
6 plan(s) reported by 4 sponsor(s) are loaded for Tompkinsville, KY.

Related Form 5500 pages