Cookeville, 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, Cookeville, TN has 29 loaded benefit plan(s) reported by 24 plan sponsor(s), with $796,011,926 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $796,011,926
- Total reported liabilities (EOY)
- $1,998,196
- Total reported net assets (EOY)
- $794,013,730
Contributions & income
- Employer contributions
- $51,263,207
- Participant contributions
- $54,023,434
- Total income / additions
- $201,432,404
Expenses & distributions
- Benefits paid / distributions
- $102,852,114
- Total expenses
- $104,199,383
- Net increase / (decrease)
- $97,233,021
Coverage
- Total reported participants
- 27,508
- Plans with financial statements
- 16
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cookeville, 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 |
|---|---|---|---|
| Averitt Express, Inc. Profit Sharing And 401(K) Plan | Averitt Express, Inc. | $692,996,856 | 2023 |
| Bpc Corporation 401(K) Plan | Bpc Corporation | $23,040,042 | 2023 |
| Genco Stamping & Manufacturing Co., Inc. Employee Stock Ownership Plan | Genco Stamping & Manufacturing Co., Inc. | $18,709,900 | 2023 |
| Ficosa North America Corporation 401(K) Retirement Savings Plan | Ficosa North America Corporation | $15,828,371 | 2023 |
| Aphena Pharma Solutions 401(K) Plan | Aphena Pharma Solutions Holdings | $13,843,031 | 2023 |
| Identity Group 401k Plan | Identity Group Holdings Corp. | $13,291,754 | 2023 |
| Institutional Wholesale Company, Inc. Profit Sharing Plan | Institutional Wholesale Company, Inc. | $6,429,468 | 2023 |
| Upper Cumberland Otolaryngology Clinic, Pc 401(K) Profit Sharing Plan | Upper Cumberland Otolaryngology Clinic, Pc | $3,643,663 | 2023 |
| L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan | L.B.J. & C. Development Corporation | $2,632,224 | 2023 |
| Diabetes & Geriatrics Specialist, LLC 401(K) Profit Sharing Plan | Diabetes & Geriatrics Specialist, LLC | $1,898,240 | 2023 |
| Upper Cumberland Oncology Associates, Pllc Profit Sharing Plan | Upper Cumberland Oncology Associates, Pllc Profit Sharing Plan | $1,533,516 | 2023 |
| Phillips Auto Parts, Inc. Profit Sharing Plan | Phillips Auto Parts, Inc. | $1,066,066 | 2023 |
| Eagle Fitness LLC 401(K) Profit Sharing Plan & Trust | Eagle Fitness LLC | $537,965 | 2023 |
| Angel Care Home Health, Inc. 401(K) Plan | Angel Care Home Health, Inc. | $527,795 | 2023 |
| Jo Ann Rains Employee Stock Ownership Plan | Smartbank | $33,035 | 2023 |
| Cookeville Urology Plc 401k Profit Sharing Plan | Cookeville Urology Plc | $0 | 2023 |
| Institutional Wholesale Company, Inc. Welfare Plan | Institutional Wholesale Company, Inc. | not reported in the loaded dataset | 2023 |
| Identity Group Holdings Corp. Welfare Benefit Plan | Identity Group Holdings Corp. | not reported in the loaded dataset | 2023 |
| Pacesetters, Inc. Health Plan | Pacesetters, Inc. | not reported in the loaded dataset | 2023 |
| L. B. J. & C. Development Corporation Cafeteria Pl | L. B. J. & C. Development Corporation | not reported in the loaded dataset | 2023 |
| Collins Manufacturing Company Health And Welfare Plan | Collins Manufacturing Company | not reported in the loaded dataset | 2023 |
| Dunn Company #1, Inc. Health And Welfare Plan | Dunn Company # 1, Inc. Dba Cumberland Toyota | not reported in the loaded dataset | 2023 |
| Cash Express, LLC Health And Welfare Plan | Cash Express, LLC | not reported in the loaded dataset | 2023 |
| Izzuddin A. Mansur M.D. 401k Profit Sharing Plan | Izzuddin A. Mansur M.D. | not reported in the loaded dataset | 2023 |
| Fitzgerald Peterbilt Management, Inc. Health And Welfare Plan | Fitzgerald Peterbilt Management, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Cookeville → · Cookeville plans by participants → · Cookeville plans with financial data → · Cookeville plans with provider compensation → · $1B+ plans in Cookeville →
Related Form 5500 pages
- All TN Form 5500 filings
- Averitt Express, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Averitt Express, Inc. — all reported plans
- Bpc Corporation 401(K) Plan (plan 001)
- Bpc Corporation — all reported plans
- Genco Stamping & Manufacturing Co., Inc. Employee Stock Ownership Plan (plan 002)
- Genco Stamping & Manufacturing Co., Inc. — all reported plans
- Ficosa North America Corporation 401(K) Retirement Savings Plan (plan 001)
- Ficosa North America Corporation — all reported plans
- Aphena Pharma Solutions 401(K) Plan (plan 001)
- Aphena Pharma Solutions Holdings — all reported plans
- Identity Group 401k Plan (plan 001)
- Identity Group Holdings Corp. — all reported plans
- Institutional Wholesale Company, Inc. Profit Sharing Plan (plan 002)
- Institutional Wholesale Company, Inc. — all reported plans
- Upper Cumberland Otolaryngology Clinic, Pc 401(K) Profit Sharing Plan (plan 001)
- Upper Cumberland Otolaryngology Clinic, Pc — all reported plans
- L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan (plan 004)
- L.B.J. & C. Development Corporation — all reported plans
- Diabetes & Geriatrics Specialist, LLC 401(K) Profit Sharing Plan (plan 001)
- Diabetes & Geriatrics Specialist, LLC — all reported plans
- Upper Cumberland Oncology Associates, Pllc Profit Sharing Plan (plan 002)
- Upper Cumberland Oncology Associates, Pllc Profit Sharing Plan — all reported plans
- Phillips Auto Parts, Inc. Profit Sharing Plan (plan 001)
- Phillips Auto Parts, Inc. — all reported plans
- Eagle Fitness LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Eagle Fitness LLC — all reported plans
- Angel Care Home Health, Inc. 401(K) Plan (plan 001)
- Angel Care Home Health, Inc. — all reported plans
- Jo Ann Rains Employee Stock Ownership Plan (plan 002)
- Smartbank — all reported plans
- Methodology
- Data sources