Maryville, 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, Maryville, TN has 35 loaded benefit plan(s) reported by 24 plan sponsor(s), with $1,615,606,501 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
35
Plan sponsors
24
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,615,606,501
Total reported liabilities (EOY)
$1,195
Total reported net assets (EOY)
$1,615,605,306

Contributions & income

Employer contributions
$64,589,747
Participant contributions
$117,588,285
Total income / additions
$435,382,050

Expenses & distributions

Benefits paid / distributions
$136,788,169
Total expenses
$139,374,513
Net increase / (decrease)
$296,007,537

Coverage

Total reported participants
58,896
Plans with financial statements
19
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Maryville, 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 Maryville, TN
PlanSponsorReported assets (EOY)Year
Clayton Homes, Inc. 401(K) Retirement PlanClayton Homes, Inc.$1,318,186,5932023
Smith & Wesson Brands, Inc. Profit Sharing And Investment PlanSmith & Wesson Brands, Inc.$259,623,9522023
Ruby Tuesday Salary Deferral PlanRuby Tuesday Operations LLC$21,354,6402023
Downey Oil/Kenjo 401(K) PlanDowney Oil Company, Inc.$7,719,4162023
Morrison Restaurants, Inc. Retirement PlanRuby Tuesday Operations LLC$3,780,7362023
Sterling Engineering, Inc. 401(K) Profit Sharing PlanSterling Engineering, Inc.$1,485,6972023
East Tennessee Senior Care Inc 401(K) PlanEast Tennessee Senior Care Inc$552,3232023
Lexpaul, Inc. Retirement PlanLexpaul, Inc.$519,6902023
J & K Paradise Corporation 401(K) PlanJ & K Paradise Corporation$412,8212023
Havlock Enterprises, Inc. 401k Profit Sharing PlanHavlock Enterprises, Inc.$404,1082023
J-Four Legacy Group Retirement PlanJ-Four Legacy Group, Inc.$358,7692023
Creative Spark Studio, Inc. 401(K) Profit Sharing PlanCreative Spark Studio, Inc.$348,9372023
Pope Windows, Inc. Profit Sharing PlanPope Windows, Inc.$264,9112023
Thirsty Wolf Inc. Retirement PlanThirsty Wolf Inc.$195,2772023
Res Development Company Retirement PlanRes Development Company$180,3262023
Jih, Inc. 401(K) PlanJih, Inc.$120,1102023
Bear'S Den Co. Retirement PlanBear'S Den Co.$62,9782023
Vitale Fuzion Inc. Retirement PlanVitale Fuzion Inc.$26,6192023
Jude Thaddeus Inc. Retirement PlanJude Thaddeus Inc.$8,5982023
Ruby Tuesday Operation LLC Supplemental Insurance PlanRuby Tuesday Operations LLCnot reported in the loaded dataset2023
Ruby Tuesday Operation LLC Health PlanRuby Tuesday Operations LLCnot reported in the loaded dataset2023
Ruby Tuesday Operations LLC Employee Assistance ProgramRuby Tuesday Operations LLCnot reported in the loaded dataset2023
Ruby Tuesday Operation LLC Health PlanRuby Tuesday Operations LLCnot reported in the loaded dataset2023
Smith And Wesson Brands, Inc. Welfare Benefit PlanSmith And Wesson Brands, Inc.not reported in the loaded dataset2023
Walters & Mason Retail Inc. Health Benefit PlanWalters & Mason Retail Inc.not reported in the loaded dataset2023

Related Form 5500 pages