Plan5500

Newport, 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, Newport, TN has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,463,896 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Newport

  • 6 loaded plans hold $33.5M in reported assets across 5 sponsors.
  • The largest, Smoky Mountain Home Health & Hospice, Inc. 401(K) Profit Sharing Plan, holds 36% of reported Newport plan assets.
  • Plans cover 713 participants — about 119 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.5MSummed across loaded plans$33,463,896
Total reported assets$33.5M$33,463,896
Total reported participants713
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.5M total assets
Net assets$33.5MLiabilities$0
Contributions & income
Employer contributions$845.3K
Participant contributions$843.9K
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

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

Newport market comparison

Largest plan share of assets36%Smoky Mountain Home Health & Hospice, Inc. 401(K) Profit Sharing Plan
Participants per plan119Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Newport

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

  1. 1
    Smoky Mountain Home Health & Hospice, Inc. 401(K) Profit Sharing Plan$12.2M
    Smoky Mountain Home Health & Hospice Inc 401(K) Profit Sharing Plan · 2023
  2. 2
    Safe-Harbor 403(B) Thrift Plan For Employees Of Rural Medical Services, Inc.$9.1M
    Rural Medical Services, Inc. · 2023
  3. 3
    Commercial Furniture Group, Inc. 401(K) Savings And Protection Plan$7.5M
    Commercial Furniture Group Inc. · 2023
  4. 4
    Newport Federal Bank 401(K) Retirement Plan$4.7M
    Newport Federal Bank · 2023
  5. 5
    Connie'Shometownpharmacy, Incorporated Retirement Plan$37.2K
    Connie'Shometownpharmacy, Incorporated · 2023
  6. 6
    Smoky Mountain Home Health And Hospice, Inc.not reported in the loaded dataset
    Smoky Mountain Home Health And Hospice, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages