Plan5500

Oakland, 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, Oakland, TN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $73,350,345 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Oakland

  • 3 loaded plans hold $73.4M in reported assets across 3 sponsors.
  • The largest, Ring Retirement Plan, holds 99% of reported Oakland plan assets.
  • Plans cover 1,891 participants — about 630 per plan.
  • 67% 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$73.4MSummed across loaded plans$73,350,345
Total reported assets$73.4M$73,350,345
Total reported participants1.9K1,891
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$73.4M total assets
Net assets$73.4MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$3.9M
Total income / additions$16.8M
Expenses & distributions
Benefits paid / distributions$7.7M
Total expenses$7.8M
Net increase / (decrease)$9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Oakland market comparison

Largest plan share of assets99%Ring Retirement Plan
Participants per plan630Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Oakland

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

  1. 1
    Ring Retirement Plan$72.7M
    Ring Container Technologies, LLC · 2023
  2. 2
    Southern Concrete Products, Inc. Profit Sharing Plan$676.4K
    Southern Concrete Products, Inc. · 2023
  3. 3
    Ring Container Technologies LLC Welfare Benefit Plannot reported in the loaded dataset
    Ring Container Technologies, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oakland, TN?
3 plan(s) reported by 3 sponsor(s) are loaded for Oakland, TN.

Related Form 5500 pages