Calhoun, 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, Calhoun, TN has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $332,085,088 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Calhoun

  • 3 loaded plans hold $332.1M in reported assets across 1 sponsors.
  • The largest, Resolute Fp Us Savings Plan, holds 100% of reported Calhoun plan assets.
  • Plans cover 5,605 participants — about 1,868 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$332.1MSummed across loaded plans$332,057,830
Total reported assets$332.1M$332,085,088
Total reported participants5.6K5,605
Total reported liabilities$27.3K$27,258

Reported net position

Reported assets = net assets + liabilities (summed)$332.1M total assets
Net assets$332.1MLiabilities$27.3K
Contributions & income
Employer contributions$8.4M
Participant contributions$8M
Total income / additions$71.3M
Expenses & distributions
Benefits paid / distributions$48.5M
Total expenses$48.8M
Net increase / (decrease)$22.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Calhoun market comparison

Largest plan share of assets100%Resolute Fp Us Savings Plan
Participants per plan1,868Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Calhoun

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

  1. 1
    Resolute Fp Us Inc. · 2023
  2. 2
    Resolute Fp Us Health And Welfare Benefit Plannot reported in the loaded dataset
    Resolute Fp Us Inc. · 2023
  3. 3
    Resolute Fp Us Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Calhoun, TN?
3 plan(s) reported by 1 sponsor(s) are loaded for Calhoun, TN.

Related Form 5500 pages