Plan5500

Athens, 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, Athens, TN has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $104,775,129 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
7
Latest filing year
2023

What stands out in Athens

  • 11 loaded plans hold $104.8M in reported assets across 7 sponsors.
  • The largest, Entrans 401(K) Plan, holds 68% of reported Athens plan assets.
  • Plans cover 4,373 participants — about 398 per plan.
  • 45% of loaded plans report full Schedule H/I financial statements.
  • 27% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$104.8MSummed across loaded plans$104,775,129
Total reported assets$104.8M$104,775,129
Total reported participants4.4K4,373
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$104.8M total assets
Net assets$104.8MLiabilities$0
Contributions & income
Employer contributions$2.3M
Participant contributions$4M
Total income / additions$20.1M
Expenses & distributions
Benefits paid / distributions$7.1M
Total expenses$7.4M
Net increase / (decrease)$12.7M

Data coverage

Plans with financial statements5 / 11 (45%)
Plans with provider compensation3 / 11 (27%)

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

Athens market comparison

Largest plan share of assets68%Entrans 401(K) Plan
Participants per plan398Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Athens

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

  1. 1
    Entrans 401(K) Plan$71.2M
    Entrans International, LLC · 2023
  2. 2
    Tennessee Wesleyan College Retirement Plan$14.4M
    Tennessee Wesleyan College · 2023
  3. 3
    Bargain Barn, Inc. Profit Sharing Plan$8.9M
    Bargain Barn, Inc. · 2023
  4. 4
    Beene Holdings, Inc. Retirement Plan$8.7M
    Beene Holdings, Inc. · 2023
  5. 5
    Covenant Pediatrics 401(K) Plan$1.6M
    Covenant Pediatrics, Pllc · 2023
  6. 6
    Athens Utilities Board Employee Benefit Plannot reported in the loaded dataset
    Athens Utilites Board · 2023
  7. 7
    Mills Products, LLC Employee Benefits Plannot reported in the loaded dataset
    Mills Products, LLC · 2023
  8. 8
    Entrans International, LLC Health And Welfare Plannot reported in the loaded dataset
    Entrans International, LLC · 2023
  9. 9
    Tennessee Wesleyan College Cafeteria Plannot reported in the loaded dataset
    Tennessee Wesleyan University · 2023
  10. 10
    Beene Holdings, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Beene Holdings, Inc. · 2023
  11. 11
    The Bargain Barn, Inc. Employee Benefits Plannot reported in the loaded dataset
    The Bargain Barn, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages