Lavergne, 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, Lavergne, TN has 13 loaded benefit plan(s) reported by 8 plan sponsor(s), with $548,061,670 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$548,061,670
Total reported liabilities (EOY)
$2,705,861
Total reported net assets (EOY)
$545,355,809

Contributions & income

Employer contributions
$34,949,181
Participant contributions
$28,013,756
Total income / additions
$131,224,632

Expenses & distributions

Benefits paid / distributions
$62,759,459
Total expenses
$64,731,134
Net increase / (decrease)
$66,493,498

Coverage

Total reported participants
9,848
Plans with financial statements
8
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lavergne, 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 Lavergne, TN
PlanSponsorReported assets (EOY)Year
Co-Op Pension PlanTennessee Farmers Cooperative$385,700,2412023
Thompson Machinery Commerce Corp Profit Sharing & 401(K) PlanThompson Machinery Commerce Corp$80,659,7502023
Ajax Turner Co., Inc. 401k Profit Sharing PlanAjax Turner Co., Inc.$26,040,6202023
Co-Op Health & Welfare Plan And TrustTennessee Farmers Cooperative$18,090,1722023
Nacarato Trucks General Partnership 401(K) PlanNacarato Trucks General Partnership$15,426,6702023
Quanta Manufacturing LLC Retirement PlanQuanta Manufacturing Nashville L$11,683,0022023
Hti Technology & Industries 401(K) PlanHti Technology & Industries, Inc.$8,536,8082023
The Pool And Spa Depot LLC 401(K) PlanThe Pool And Spa Depot LLC$1,924,4072023
Nacarato Trucks General Partnership Short Term Disability PlanNacarato Trucks General Partnershipnot reported in the loaded dataset2023
Nacarato Trucks General Partnership Life Insurance PlanNacarato Trucks General Partnershipnot reported in the loaded dataset2023
Nacarato Trucks General Partnership Benefits PlanNacarato Trucks General Partnershipnot reported in the loaded dataset2023
Nacarato Trucks General Partnership Long Term Disability PlanNacarato Trucks General Partnershipnot reported in the loaded dataset2023
Hti Technology & Industries, Inc. Welfare Benefits PlanHti Technology & Industries, Inc.not reported in the loaded dataset2023

Related Form 5500 pages