Bartlett, 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, Bartlett, TN has 28 loaded benefit plan(s) reported by 24 plan sponsor(s), with $154,538,423 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $154,538,423
- Total reported liabilities (EOY)
- $48,856
- Total reported net assets (EOY)
- $154,443,711
Contributions & income
- Employer contributions
- $9,534,084
- Participant contributions
- $5,706,959
- Total income / additions
- $37,556,756
Expenses & distributions
- Benefits paid / distributions
- $9,704,008
- Total expenses
- $10,609,284
- Net increase / (decrease)
- $26,947,472
Coverage
- Total reported participants
- 3,691
- Plans with financial statements
- 20
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bartlett, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Memphis Obstetrics & Gynecological Assoc P.C. 401(K) Plan | Memphis Obstetrics & Gynecological Assoc. P.C. | $36,742,446 | 2023 |
| Carpenters Local Union No. 345 Pension Fund | Trustees - Carpenters Local Union No. 345 Pension Fund | $33,035,100 | 2023 |
| Kele, Inc. 401(K) Profit Sharing Plan | Kele, Inc. | $28,368,416 | 2023 |
| Engineered Medical Systems 401(K) Plan | Engineered Medical Systems, LLC | $13,222,889 | 2023 |
| Top Rx, LLC Savings And Retirement Plan | Top Rx, LLC | $12,422,410 | 2023 |
| Kirby Whitten Pharmacy, Inc.- Retirement Plan | Kirby Whitten Pharmacy, Inc. | $7,165,733 | 2023 |
| West Tennessee Bancshares, Inc. 401(K) Employee Stock Ownership Plan | West Tennessee Bancshares, Inc. | $6,690,651 | 2023 |
| Wolfchase Honda-Nissan Retirement Plan | Schaeffer Automotive Group, Inc. | $6,675,701 | 2023 |
| Lhd Services, Inc. Retirement Plan | Lhd Services, Inc. | $3,772,319 | 2023 |
| Ellendale Electric Company, Inc. 401(K) Profit Sharing Plan | Ellendale Electric Company, Inc. | $3,205,267 | 2023 |
| Carolina Quality, LLC 401(K) Retirement Plan | Carolina Quality, LLC | $1,607,837 | 2023 |
| W. Clark Washington, P.C., Profit Sharing Plan | W. Clark Washington, P.C. | $354,750 | 2023 |
| Degroff Process Equipment Co Profit Sharing Plan | Degroff Process Equipment Co, Inc | $332,237 | 2023 |
| W. Clark Washington, P.C., Money Purchase Pension Plan | W. Clark Washington, P.C. | $236,500 | 2023 |
| Brady Ventures, Inc. 401(K) Plan | Brady Ventures, Inc. | $189,035 | 2023 |
| Horizon Mdm Inc 401(K) Plan | Horizon Mdm Inc | $184,503 | 2023 |
| Blade Industries, Inc. Retirement Plan | Blade Industries, Inc. | $176,773 | 2023 |
| Turn One, Inc. Retirement Plan | Turn One, Inc. | $88,340 | 2023 |
| Vendking 401k | Vendking Inc. | $67,516 | 2023 |
| Kensyd Companies, Inc. 401(K) Plan | Kensyd Companies, Inc. | $0 | 2023 |
| Engineered Medical Systems, LLC Employee Benefits Plan | Engineered Medical Systems, LLC | not reported in the loaded dataset | 2023 |
| Bank Of Bartlett Employee Health Benefit Plan | Bank Of Bartlett, Inc. | not reported in the loaded dataset | 2023 |
| Wolfchase Honda-Nissan Health & Welfare Plan | Bluff City Nissan, Inc. | not reported in the loaded dataset | 2023 |
| Ave Maria Home, Accident, Term Life | Ave Maria Home | not reported in the loaded dataset | 2023 |
| Elite-Medical Welfare Plan | Elite-Medical | not reported in the loaded dataset | 2023 |
Largest plans in Bartlett → · Bartlett plans by participants → · Bartlett plans with financial data → · Bartlett plans with provider compensation → · $1B+ plans in Bartlett →
Related Form 5500 pages
- All TN Form 5500 filings
- Memphis Obstetrics & Gynecological Assoc P.C. 401(K) Plan (plan 001)
- Memphis Obstetrics & Gynecological Assoc. P.C. — all reported plans
- Carpenters Local Union No. 345 Pension Fund (plan 001)
- Trustees - Carpenters Local Union No. 345 Pension Fund — all reported plans
- Kele, Inc. 401(K) Profit Sharing Plan (plan 001)
- Kele, Inc. — all reported plans
- Engineered Medical Systems 401(K) Plan (plan 001)
- Engineered Medical Systems, LLC — all reported plans
- Top Rx, LLC Savings And Retirement Plan (plan 001)
- Top Rx, LLC — all reported plans
- Kirby Whitten Pharmacy, Inc.- Retirement Plan (plan 001)
- Kirby Whitten Pharmacy, Inc. — all reported plans
- West Tennessee Bancshares, Inc. 401(K) Employee Stock Ownership Plan (plan 001)
- West Tennessee Bancshares, Inc. — all reported plans
- Wolfchase Honda-Nissan Retirement Plan (plan 333)
- Schaeffer Automotive Group, Inc. — all reported plans
- Lhd Services, Inc. Retirement Plan (plan 001)
- Lhd Services, Inc. — all reported plans
- Ellendale Electric Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ellendale Electric Company, Inc. — all reported plans
- Carolina Quality, LLC 401(K) Retirement Plan (plan 001)
- Carolina Quality, LLC — all reported plans
- W. Clark Washington, P.C., Profit Sharing Plan (plan 001)
- W. Clark Washington, P.C. — all reported plans
- Degroff Process Equipment Co Profit Sharing Plan (plan 001)
- Degroff Process Equipment Co, Inc — all reported plans
- W. Clark Washington, P.C., Money Purchase Pension Plan (plan 002)
- Brady Ventures, Inc. 401(K) Plan (plan 001)
- Brady Ventures, Inc. — all reported plans
- Methodology
- Data sources