Germantown, 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, Germantown, TN has 36 loaded benefit plan(s) reported by 28 plan sponsor(s), with $790,964,501 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
36
Plan sponsors
28
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$790,964,501
Total reported liabilities (EOY)
$644
Total reported net assets (EOY)
$790,963,857

Contributions & income

Employer contributions
$38,983,162
Participant contributions
$36,264,142
Total income / additions
$177,706,859

Expenses & distributions

Benefits paid / distributions
$83,841,441
Total expenses
$85,087,126
Net increase / (decrease)
$92,619,733

Coverage

Total reported participants
16,509
Plans with financial statements
27
Plans with provider compensation
9

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

Largest loaded plans in Germantown, TN
PlanSponsorReported assets (EOY)Year
West Fraser, Inc. 401(K) PlanWest Fraser, Inc.$287,015,5982023
Maa 401(K) Savings PlanMid-America Apartment Communities, Inc.$127,660,1002023
The Campbell Clinic, P.C. Employees' Retirement Plan And TrustThe Campbell Clinic, P.C.$127,199,8342023
The West Clinic 401(K) And Profit Sharing PlanThe West Clinic Pllc$82,142,7592023
Mid-South Imaging & Therapeutics, Pa Profit Sharing PlanMid-South Imaging & Therapeutics, Pa$54,409,4222023
Campbell Clinic, P.C. Cash Balance Pension PlanCampbell Clinic, P.C.$32,587,5782023
West Fraser, Inc. 401(K) Plan For Collectively Bargained EmployeesWest Fraser, Inc.$28,851,1002023
Mid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Communities$16,641,0772023
Radwan F. Haykal, Md Profit Sharing PlanRadwan F. Haykal$5,964,8022023
Pronto Network Cooperative, Inc.Pronto Network Cooperative, Inc.$4,795,0782023
Conrad/Pearson Clinic, P. C. 401(K) Profit Sharing PlanConrad/Pearson Clinic, P.C.$4,124,0802023
Mcneill Hotel Company 401(K) PlanMcneill Hotel Company, LLC$3,605,8462023
Or Nurses Nationwide, Inc., Dba Travel Nurses, Inc. 401(K) PlanOr Nurses Nationwide, Inc., Dba Travel Nurses, Inc.$3,389,4072023
Gordon Yukon Md Pc Profit Sharing PlanGordon Yukon Md Pc$2,321,0882023
Financial Consulting Group, LLC 401(K) Profit Sharing PlanFinancial Consulting Group$2,268,6362023
Benefit Resources, Inc. Employee Stock Ownership Plan W/401(K) ProvisionsBenefit Resources, Inc.$2,123,2142023
Tesco Site Employees 401(K) PlanTesco Management, Inc.$1,595,4542023
The Tate Group Retirement PlanThe Tate Group Inc$1,225,1762023
Germantown Plantation Ret Comm 401(K) Profit Sharing Plan & TrustGermantown Plantation Retireme$902,7932023
Netintegration, LLC 401(K) PlanNetintegration, LLC$706,5892023
Jrs Management, Inc. Profit Sharing PlanJrs Management, Inc.$420,7932023
Heimke Group 401k TrustHeimke Group, Inc.$408,3732023
Vio 45 Mso, Inc. Profit Sharing PlanVio 45 Mso, Inc.$267,4692023
Near Horizon, Inc. 401(K) Profit Sharing PlanNear Horizon, Inc.$177,3252023
Midsouth Senior Living, Inc. 401(K) PlanMidsouth Senior Living, Inc.$160,9102023

Related Form 5500 pages