Plan5500

Lexington, 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, Lexington, TN has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $9,467,737 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Lexington

  • 5 loaded plans hold $9.5M in reported assets across 5 sponsors.
  • The largest, Volvo Penta Marine Products, LLC Retirement Savings Plan, holds 71% of reported Lexington plan assets.
  • Plans cover 2,171 participants — about 434 per plan.
  • 60% 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$9.5MSummed across loaded plans$9,464,107
Total reported assets$9.5M$9,467,737
Total reported participants2.2K2,171
Total reported liabilities$3.6K$3,630

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities$3.6K
Contributions & income
Employer contributions$286.2K
Participant contributions$465.5K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$670.3K
Total expenses$681.7K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Lexington market comparison

Largest plan share of assets71%Volvo Penta Marine Products, LLC Retirement Savings Plan
Participants per plan434Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Lexington

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

  1. 1
    Volvo Penta Marine Products, LLC Retirement Savings Plan$6.7M
    Volvo Penta Marine Products, LLC · 2023
  2. 2
    Community Bank Of Lexington Tn 401(K) Plan$2.7M
    Community Bank Of Lexington Tn · 2023
  3. 3
    West Tennessee Ready Mix 401(K) Plan$84.4K
    West Tennessee Ready Mix · 2023
  4. 4
    Fb Financial Corporation Employee Benefits Plannot reported in the loaded dataset
    Fb Financial Corporation · 2023
  5. 5
    Southern Concrete Product Health Reimbursement Arrangementnot reported in the loaded dataset
    Southern Concrete Product · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lexington, TN?
5 plan(s) reported by 5 sponsor(s) are loaded for Lexington, TN.

Related Form 5500 pages