Plan5500

Arlington, TN 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, Arlington, TN has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $63,103,561 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Arlington

  • 7 loaded plans hold $63.1M in reported assets across 6 sponsors.
  • The largest, Microport Employee Retirement Savings Plan, holds 99% of reported Arlington plan assets.
  • Plans cover 1,260 participants — about 180 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$63MSummed across loaded plans$63,023,739
Total reported assets$63.1M$63,103,561
Total reported participants1.3K1,260
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$63.1M total assets
Net assets$63MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$3.9M
Total income / additions$16.2M
Expenses & distributions
Benefits paid / distributions$7.3M
Total expenses$7.3M
Net increase / (decrease)$8.9M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

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

Arlington market comparison

Largest plan share of assets99%Microport Employee Retirement Savings Plan
Participants per plan180Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Arlington

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

  1. 1
    Microport Employee Retirement Savings Plan$62.5M
    Microport Orthopedics Inc. · 2023
  2. 2
    Munay Group, Inc. 401(K) Plan/Trust$394.1K
    Munay Group, Inc. · 2023
  3. 3
    Stanwill Inc. 401(K) Plan$79.8K
    Stanwill Inc. · 2023
  4. 4
    Lifestyle Solutions Retirement Plan$56.9K
    Lifestyle Solutions For Seniors Inc · 2023
  5. 5
    Apex Athlete Corp. 401(K) Plan$32.4K
    Apex Athlete Corp. · 2023
  6. 6
    Physician Revenue Mgmt & Consulting Safe Harbor 401(K) Plan$4.8K
    Physician Revenue Mgmt & Consulting · 2023
  7. 7
    Microport Orthopedics Inc. Health And Welfare Plannot reported in the loaded dataset
    Microport Orthopedics Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Arlington, TN?
7 plan(s) reported by 6 sponsor(s) are loaded for Arlington, TN.

Related Form 5500 pages