Plan5500

Old Hickory, 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, Old Hickory, TN has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,321,126 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
5
Latest filing year
2023

What stands out in Old Hickory

  • 5 loaded plans hold $1.3M in reported assets across 5 sponsors.
  • The largest, Tretor Investments Inc 401(K) Plan, holds 32% of reported Old Hickory plan assets.
  • Plans cover 15 participants — about 3 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,321,126
Total reported assets$1.3M$1,321,126
Total reported participants15
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities$0
Contributions & income
Employer contributions$35K
Participant contributions$51.8K
Total income / additions$464.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$464.5K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Old Hickory market comparison

Largest plan share of assets32%Tretor Investments Inc 401(K) Plan
Participants per plan3Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Old Hickory

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

  1. 1
    Tretor Investments Inc 401(K) Plan$421.3K
    Tretor Investments Inc · 2023
  2. 2
    Carpenter Investments 401(K) Plan$387.4K
    Carpenter Investments, Inc. · 2023
  3. 3
    Trawick 401k Trust$330.4K
    Trawick Inc. · 2023
  4. 4
    Phoenix Kelley Incorporated Retirement Plan$182K
    Phoenix Kelley Incorporated · 2023
  5. 5
    Bridgewater Holdings Inc 401(K) Plan$130
    Bridgewater Holdings Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages