Bristol, 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, Bristol, TN has 27 loaded benefit plan(s) reported by 16 plan sponsor(s), with $930,731,757 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $930,731,757
- Total reported liabilities (EOY)
- $509,505
- Total reported net assets (EOY)
- $930,222,252
Contributions & income
- Employer contributions
- $50,199,590
- Participant contributions
- $29,624,799
- Total income / additions
- $191,125,263
Expenses & distributions
- Benefits paid / distributions
- $78,717,977
- Total expenses
- $91,355,211
- Net increase / (decrease)
- $99,770,052
Coverage
- Total reported participants
- 31,704
- Plans with financial statements
- 17
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bristol, 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 |
|---|---|---|---|
| Alpha Legacy Company Pension Plan | Alpha Natural Resources, LLC | $389,301,627 | 2023 |
| Alpha Metallurgical Resources 401(K) Retirement Savings Plan | Alpha Metallurgical Resources, LLC | $355,434,187 | 2023 |
| Foundation Coal Defined Benefit Plans Master Trust | Alpha Natural Resources, LLC. | $106,654,764 | 2023 |
| Blue Ridge Radiology P.C. Profit Sharing Plan | Blue Ridge Radiology, P.C. | $24,421,368 | 2023 |
| The Robinette Company 401(K) Plan | The Robinette Company | $15,629,257 | 2023 |
| Gregory Pharmaceutical Holdings 401(K) Plan | Gregory Pharmaceutical Holdings, Inc. | $11,306,675 | 2023 |
| Friendship Enterprises 401(K) Plan | Friendship Automotive, Inc. | $9,441,652 | 2023 |
| Bristol Metals, Lp Profit Sharing Plan - Plan A | Bristol Metals, Lp | $7,087,027 | 2023 |
| 401(K) Plan For Umwa Represented Employees Of Alpha Metallurgical Resources Affiliates | Alpha Metallurgical Resources, LLC | $6,649,341 | 2023 |
| Alamont Dental Associates, Pc Profit Sharing Plan | Alamont Dental Associates, Pc | $4,025,977 | 2023 |
| Sesco Management Consultants Esop | Sesco Management Consultants | $260,182 | 2023 |
| R & Z Enterprises, Inc. Retirement Plan | R & Z Enterprises, Inc. | $260,167 | 2023 |
| Painted Sky Inc. 401(K) Plan | Painted Sky Inc. | $153,542 | 2023 |
| G Family Holdings Inc. Retirement Plan | G Family Holdings Inc. | $105,991 | 2023 |
| Massey Energy Retirement Plan | Appalachia Holding Company | $0 | 2023 |
| Retirement Plan For Certain Hourly Employees Of Foundation Coal | Alpha Natural Resources, LLC. | $0 | 2023 |
| Retirement Plan For Salaried Employees Of Foundation Coal | Alpha Natural Resources, LLC. | $0 | 2023 |
| Friendship Automotive, Inc. Health And Welfare Benefit Plan | The Friendship Family Of Dealerships, Dba Friendship Automotive, Inc. | not reported in the loaded dataset | 2023 |
| Upm Pharmaceutical Holdings Employee Benefits Plan | Gregory Pharmaceutical Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Alpha Metallurgical Resources, LLC And Affiliates Welfare Benefit Plan | Alpha Metallurgical Resources, LLC | not reported in the loaded dataset | 2023 |
| Alpha Metallurgical Resources, LLC And Affiliates Welfare Benefit Plan For Umwa Represented Employees | Alpha Metallurgical Resources, LLC | not reported in the loaded dataset | 2023 |
| The United Distribution Group Life Plan | The United Distribution Group, Inc. | not reported in the loaded dataset | 2023 |
| King University Life Insurance Plan | King University | not reported in the loaded dataset | 2023 |
| Hvac Employee Benefit Plan | Hvac, Inc. | not reported in the loaded dataset | 2023 |
| King University Long Term Disability Plan | King University | not reported in the loaded dataset | 2023 |
Largest plans in Bristol → · Bristol plans by participants → · Bristol plans with financial data → · Bristol plans with provider compensation → · $1B+ plans in Bristol →
Related Form 5500 pages
- All TN Form 5500 filings
- Alpha Legacy Company Pension Plan (plan 005)
- Alpha Natural Resources, LLC — all reported plans
- Alpha Metallurgical Resources 401(K) Retirement Savings Plan (plan 001)
- Alpha Metallurgical Resources, LLC — all reported plans
- Foundation Coal Defined Benefit Plans Master Trust (plan 100)
- Blue Ridge Radiology P.C. Profit Sharing Plan (plan 001)
- Blue Ridge Radiology, P.C. — all reported plans
- The Robinette Company 401(K) Plan (plan 001)
- The Robinette Company — all reported plans
- Gregory Pharmaceutical Holdings 401(K) Plan (plan 001)
- Gregory Pharmaceutical Holdings, Inc. — all reported plans
- Friendship Enterprises 401(K) Plan (plan 002)
- Friendship Automotive, Inc. — all reported plans
- Bristol Metals, Lp Profit Sharing Plan - Plan A (plan 001)
- Bristol Metals, Lp — all reported plans
- 401(K) Plan For Umwa Represented Employees Of Alpha Metallurgical Resources Affiliates (plan 002)
- Alamont Dental Associates, Pc Profit Sharing Plan (plan 003)
- Alamont Dental Associates, Pc — all reported plans
- Sesco Management Consultants Esop (plan 002)
- Sesco Management Consultants — all reported plans
- R & Z Enterprises, Inc. Retirement Plan (plan 001)
- R & Z Enterprises, Inc. — all reported plans
- Painted Sky Inc. 401(K) Plan (plan 001)
- Painted Sky Inc. — all reported plans
- G Family Holdings Inc. Retirement Plan (plan 001)
- G Family Holdings Inc. — all reported plans
- Massey Energy Retirement Plan (plan 001)
- Appalachia Holding Company — all reported plans
- Methodology
- Data sources