Plan5500

Mt. Pleasant, 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, Mt. Pleasant, TN has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $60,304,930 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
2
Latest filing year
2023

What stands out in Mt. Pleasant

  • 5 loaded plans hold $60.3M in reported assets across 2 sponsors.
  • The largest, Smelter Service Corp Employee Stock Ownership Plan, holds 79% of reported Mt. Pleasant plan assets.
  • Plans cover 772 participants — about 154 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.3MSummed across loaded plans$12,304,880
Total reported assets$60.3M$60,304,930
Total reported participants772
Total reported liabilities$48M$48,000,050

Reported net position

Reported assets = net assets + liabilities (summed)$60.3M total assets
Net assets$12.3MLiabilities$48M
Contributions & income
Employer contributions$2M
Participant contributions$870.3K
Total income / additions$21.4M
Expenses & distributions
Benefits paid / distributions$949K
Total expenses$1.5M
Net increase / (decrease)$19.9M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Pleasant, 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

Mt. Pleasant market comparison

Largest plan share of assets79%Smelter Service Corp Employee Stock Ownership Plan
Participants per plan154Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mt. Pleasant

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

  1. 1
    Smelter Service Corp Employee Stock Ownership Plan$47.6M
    Smelter Holdings, Inc. · 2023
  2. 2
    Smelter Service Corp 401(K) Profit Sharing Plan$7.2M
    Smelter Service Corp · 2023
  3. 3
    Tap 401(K) Plan$5.5M
    Tennessee Aluminum Processors, Inc. · 2023
  4. 4
    Smelter Service Corp Health & Welfare Benefit Plannot reported in the loaded dataset
    Smelter Service Corp · 2023
  5. 5
    Tennessee Aluminum Processors, Inc.not reported in the loaded dataset
    Tennessee Aluminum Processors, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mt. Pleasant, TN?
5 plan(s) reported by 2 sponsor(s) are loaded for Mt. Pleasant, TN.

Related Form 5500 pages