Ooltewah, 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, Ooltewah, TN has 15 loaded benefit plan(s) reported by 14 plan sponsor(s), with $101,739,851 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $101,739,851
- Total reported liabilities (EOY)
- $17,798
- Total reported net assets (EOY)
- $101,722,053
Contributions & income
- Employer contributions
- $4,883,396
- Participant contributions
- $8,038,825
- Total income / additions
- $27,999,804
Expenses & distributions
- Benefits paid / distributions
- $8,540,205
- Total expenses
- $9,056,506
- Net increase / (decrease)
- $18,943,298
Coverage
- Total reported participants
- 7,970
- Plans with financial statements
- 11
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ooltewah, 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 |
|---|---|---|---|
| Miller Industries, Inc.401(K) Plan | Miller Industries, Inc. | $55,553,873 | 2023 |
| The Guardian Foundation, Inc. Retirement Plan | The Guardian Foundation, Inc. | $28,432,784 | 2023 |
| Independent Healthcare Properties, LLC 401(K) Profit Sharing Plan | Independent Healthcare Properties, LLC | $10,016,600 | 2023 |
| The Southern Agency Retirement Plan | The Southern Agency, Inc. | $5,529,461 | 2023 |
| Stewart Ventures Inc. 401(K) Plan | Stewart Ventures Inc. | $961,957 | 2023 |
| Volunteer Ventures Corp 401(K) Plan | Volunteer Ventures Corp | $560,389 | 2023 |
| Andrews Equities, Inc. 401(K) Plan | Andrews Equities, Inc. | $379,933 | 2023 |
| Scenic City Capital Solutions, Inc. Retirement Plan | Scenic City Capital Solutions, Inc. | $148,528 | 2023 |
| Jvservices Corp. 401(K) Plan | Jvservices Corp. | $110,134 | 2023 |
| Randy Campbell & Associates, Inc Retirement Plan | Randy Campbell & Associates, Inc | $25,000 | 2023 |
| Dmb Managment Corp. 401(K) Plan | Dmb Managment Corp. | $21,192 | 2023 |
| Senior Care Associates, LLC Employee Benefits Plan | Senior Care Associates, LLC | not reported in the loaded dataset | 2023 |
| Health Systems, Inc. Health And Welfare Plan | Health Systems, Inc. | not reported in the loaded dataset | 2023 |
| Miller Industries, Inc. Employee Welfare Plan | Miller Industries, Inc. | not reported in the loaded dataset | 2023 |
| Regency Senior Living, LLC Employee Benefits Plan | Regency Senior Living, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Ooltewah → · Ooltewah plans by participants → · Ooltewah plans with financial data → · Ooltewah plans with provider compensation → · $1B+ plans in Ooltewah →
Related Form 5500 pages
- All TN Form 5500 filings
- Miller Industries, Inc.401(K) Plan (plan 001)
- Miller Industries, Inc. — all reported plans
- The Guardian Foundation, Inc. Retirement Plan (plan 010)
- The Guardian Foundation, Inc. — all reported plans
- Independent Healthcare Properties, LLC 401(K) Profit Sharing Plan (plan 001)
- Independent Healthcare Properties, LLC — all reported plans
- The Southern Agency Retirement Plan (plan 001)
- The Southern Agency, Inc. — all reported plans
- Stewart Ventures Inc. 401(K) Plan (plan 001)
- Stewart Ventures Inc. — all reported plans
- Volunteer Ventures Corp 401(K) Plan (plan 001)
- Volunteer Ventures Corp — all reported plans
- Andrews Equities, Inc. 401(K) Plan (plan 001)
- Andrews Equities, Inc. — all reported plans
- Scenic City Capital Solutions, Inc. Retirement Plan (plan 001)
- Scenic City Capital Solutions, Inc. — all reported plans
- Jvservices Corp. 401(K) Plan (plan 001)
- Jvservices Corp. — all reported plans
- Randy Campbell & Associates, Inc Retirement Plan (plan 001)
- Randy Campbell & Associates, Inc — all reported plans
- Dmb Managment Corp. 401(K) Plan (plan 001)
- Dmb Managment Corp. — all reported plans
- Senior Care Associates, LLC Employee Benefits Plan (plan 503)
- Senior Care Associates, LLC — all reported plans
- Health Systems, Inc. Health And Welfare Plan (plan 501)
- Health Systems, Inc. — all reported plans
- Miller Industries, Inc. Employee Welfare Plan (plan 501)
- Regency Senior Living, LLC Employee Benefits Plan (plan 501)
- Regency Senior Living, LLC — all reported plans
- Methodology
- Data sources