How many Form 5500 benefit plans are loaded for Clifton, TN?

1 plan(s) reported by 1 sponsor(s) are loaded for Clifton, TN.

Clifton, 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, Clifton, TN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,641,926 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Clifton

1 loaded plans hold $9.6M in reported assets across 1 sponsors.
The largest, Pb Bancshares, Inc. Esop W/401(K) Provisions, holds 100% of reported Clifton plan assets.
Plans cover 65 participants — about 65 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.6MSummed across loaded plans$9,633,925

Total reported assets$9.6M$9,641,926

Total reported participants65

Total reported liabilities$8K$8,001

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets

Net assets$9.6MLiabilities$8K

Contributions & income

Employer contributions$210.7K

Participant contributions$149.4K

Total income / additions$1.7M

Expenses & distributions

Benefits paid / distributions$109.1K

Total expenses$110.8K

Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Clifton market comparison

Largest plan share of assets100%Pb Bancshares, Inc. Esop W/401(K) Provisions

Participants per plan65Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Clifton

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

1
Pb Bancshares, Inc. Esop W/401(K) Provisions$9.6M
Pb Bancshares, Inc. · 2023

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

What to inspect next

Frequently asked questions

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