Plan5500

Lawrenceburg, 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, Lawrenceburg, TN has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $21,152,746 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Lawrenceburg

  • 10 loaded plans hold $21.2M in reported assets across 8 sponsors.
  • The largest, Park Street Management, Inc. 401(K), holds 50% of reported Lawrenceburg plan assets.
  • Plans cover 2,233 participants — about 223 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.2MSummed across loaded plans$21,152,746
Total reported assets$21.2M$21,152,746
Total reported participants2.2K2,233
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.2M total assets
Net assets$21.2MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.3M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements4 / 10 (40%)
Plans with provider compensation2 / 10 (20%)

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

Lawrenceburg market comparison

Largest plan share of assets50%Park Street Management, Inc. 401(K)
Participants per plan223Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Lawrenceburg

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

  1. 1
    Park Street Management, Inc. 401(K)$10.5M
    Park Street Management, Inc. · 2023
  2. 2
    Express Med, Pllc 401(K) Plan$4.6M
    Express Med Of Tennessee, Pllc · 2023
  3. 3
    Lawrenceburg Federal Profit Sharing Plan$4M
    Lawrenceburg Federal Bank · 2023
  4. 4
    Tft, Inc -401k Plan$2.1M
    Tpr Federal-Mogul Tennessee Inc · 2023
  5. 5
    South East Carriers, Inc. Employee Benefits Plannot reported in the loaded dataset
    South East Carriers, Inc. · 2023
  6. 6
    Jm Consolidated Ind. LLC, Section 125 Pro Plan And Welfare Benefit Plannot reported in the loaded dataset
    Jm Consolidated Ind. LLC · 2023
  7. 7
    Park Street Management Benefit Plannot reported in the loaded dataset
    Park Street Management · 2023
  8. 8
    Tpr Federal-Mogul Tennessee, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Tpr Federal-Mogul Tennessee, Inc. · 2023
  9. 9
    Opt 1 Ppo Ded 3,0000not reported in the loaded dataset
    Evers Construction Co., Inc. · 2023
  10. 10
    Edwards Oil Company Inc Welfare Benefit Plannot reported in the loaded dataset
    Edwards Oil Company Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lawrenceburg, TN?
10 plan(s) reported by 8 sponsor(s) are loaded for Lawrenceburg, TN.

Related Form 5500 pages