Morristown, 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, Morristown, TN has 32 loaded benefit plan(s) reported by 23 plan sponsor(s), with $200,092,631 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $200,092,631
- Total reported liabilities (EOY)
- $144,978
- Total reported net assets (EOY)
- $199,947,653
Contributions & income
- Employer contributions
- $6,700,828
- Participant contributions
- $11,966,282
- Total income / additions
- $48,218,258
Expenses & distributions
- Benefits paid / distributions
- $17,351,569
- Total expenses
- $17,987,880
- Net increase / (decrease)
- $30,230,378
Coverage
- Total reported participants
- 14,366
- Plans with financial statements
- 19
- Plans with provider compensation
- 16
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morristown, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Healthstar Physicians Pc 401(K) Retirement Plan | Healthstar Physicians Pc | $48,967,380 | 2023 |
| Morristown-Hamblen Hospital Association 401(K) Plan | Morristown-Hamblen Hospital Association | $33,878,493 | 2023 |
| Team Technologies 401(K) Savings And Retirement Plan | Team Technologies, Inc. | $24,533,932 | 2023 |
| Neotiss High Performance Tube Retirement Savings Plan | Neotiss, Inc. | $16,237,331 | 2023 |
| Colortech, Inc. 401(K) Plan | Colortech, Inc. | $12,703,856 | 2023 |
| Jeffrey Chain, L.P. 401(K) Retirement Savings Plan | Jeffrey Chain, L.P. | $11,587,138 | 2023 |
| Otics Usa 401(K) Plan | Otics Usa, Inc. | $9,629,633 | 2023 |
| Wallace Distribution Company Profit Sharing Plan | Wallace Hardware Company, Inc. | $8,451,569 | 2023 |
| Charter Foods Inc. 401(K) Plan | Charter Foods Inc. | $7,768,948 | 2023 |
| Petroleum Marketers 401k Plan | Rogers Petroleum, Inc. | $4,911,456 | 2023 |
| Precision Ladders, LLC 401(K) Profit Sharing Plan | Precision Ladders, LLC | $4,865,971 | 2023 |
| The Terry Law Firm, P. C. 401(K) Profit Sharing Plan | The Terry Law Firm, P.C. | $3,742,254 | 2023 |
| Kawasaki Tennessee Inc. 401k Plan | Kawasaki Tennessee, Inc. | $3,517,404 | 2023 |
| Lakeway Publishers, Inc. 401(K) Retirement Plan | Lakeway Publishers, Inc. | $3,289,651 | 2023 |
| Lakeway Dermatology Associates, Pc Retirement Plan | Lakeway Dermatology Associates, Pc | $3,003,982 | 2023 |
| Lions Volunteer Blind Industries, Inc. 401(K) Plan | Lions Volunteer Blind Industries, Inc. | $1,521,749 | 2023 |
| Morristown Drivers Service, Inc. 401(K) Plan | Morristown Drivers Service, Inc. | $1,117,484 | 2023 |
| A&A Outdoors Inc. Retirement Plan | A&A Outdoors Inc. | $224,662 | 2023 |
| Wallace Health Care Plan | Wallace Hardware Company, Inc. | $139,738 | 2023 |
| Colortech, Inc. Welfare Benefits Plan | Colortech, Inc. | not reported in the loaded dataset | 2023 |
| Welfare Benefits Plan | Healthstar Physicians | not reported in the loaded dataset | 2023 |
| Rogers Petroleum, Inc. Group Insurance Plan | Rogers Petroleum, Inc. | not reported in the loaded dataset | 2023 |
| Woodcraft, Inc. Welfare Plan | Woodcraft, Inc. | not reported in the loaded dataset | 2023 |
| Welfare Benefit Plan | Charter Foods, Inc. | not reported in the loaded dataset | 2023 |
| Mahle Industries, Incorporated Group Insurance Plan | Mahle Industries, Incorporated | not reported in the loaded dataset | 2023 |
Largest plans in Morristown → · Morristown plans by participants → · Morristown plans with financial data → · Morristown plans with provider compensation → · $1B+ plans in Morristown →
Related Form 5500 pages
- All TN Form 5500 filings
- Healthstar Physicians Pc 401(K) Retirement Plan (plan 001)
- Healthstar Physicians Pc — all reported plans
- Morristown-Hamblen Hospital Association 401(K) Plan (plan 002)
- Morristown-Hamblen Hospital Association — all reported plans
- Team Technologies 401(K) Savings And Retirement Plan (plan 001)
- Team Technologies, Inc. — all reported plans
- Neotiss High Performance Tube Retirement Savings Plan (plan 001)
- Neotiss, Inc. — all reported plans
- Colortech, Inc. 401(K) Plan (plan 001)
- Colortech, Inc. — all reported plans
- Jeffrey Chain, L.P. 401(K) Retirement Savings Plan (plan 001)
- Jeffrey Chain, L.P. — all reported plans
- Otics Usa 401(K) Plan (plan 001)
- Otics Usa, Inc. — all reported plans
- Wallace Distribution Company Profit Sharing Plan (plan 001)
- Wallace Hardware Company, Inc. — all reported plans
- Charter Foods Inc. 401(K) Plan (plan 001)
- Charter Foods Inc. — all reported plans
- Petroleum Marketers 401k Plan (plan 001)
- Rogers Petroleum, Inc. — all reported plans
- Precision Ladders, LLC 401(K) Profit Sharing Plan (plan 001)
- Precision Ladders, LLC — all reported plans
- The Terry Law Firm, P. C. 401(K) Profit Sharing Plan (plan 002)
- The Terry Law Firm, P.C. — all reported plans
- Kawasaki Tennessee Inc. 401k Plan (plan 001)
- Kawasaki Tennessee, Inc. — all reported plans
- Lakeway Publishers, Inc. 401(K) Retirement Plan (plan 002)
- Lakeway Publishers, Inc. — all reported plans
- Lakeway Dermatology Associates, Pc Retirement Plan (plan 001)
- Lakeway Dermatology Associates, Pc — all reported plans
- Methodology
- Data sources