Portland, 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, Portland, TN has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $63,744,217 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $63,744,217
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $63,744,217
Contributions & income
- Employer contributions
- $2,851,533
- Participant contributions
- $3,983,897
- Total income / additions
- $15,841,534
Expenses & distributions
- Benefits paid / distributions
- $5,301,580
- Total expenses
- $5,547,100
- Net increase / (decrease)
- $10,294,434
Coverage
- Total reported participants
- 3,461
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portland, 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 |
|---|---|---|---|
| Unipres U.S.A., Inc. 401(K) Retirement Plan | Unipres U.S.A., Inc. | $28,568,393 | 2023 |
| The Farmers Bank 401k Plan | The Farmers Bank | $15,236,196 | 2023 |
| The Farmers Bank Defined Benefit Pension Plan | The Farmers Bank | $14,407,904 | 2023 |
| Shoals Technologies Group 401(K) Profit Sharing Plan | Shoals Technologies Group, LLC | $4,025,833 | 2023 |
| The Genesee Group, Inc. 401(K) Profit Sharing Plan | The Genesee Group, Inc. | $1,401,364 | 2023 |
| Pahua Health Inc 401(K) Plan | Pahua Health Inc | $104,527 | 2023 |
| Shoals Welfare Benefit Plan | Shoals Technologies Group, LLC | not reported in the loaded dataset | 2023 |
| The Farmers Bank Health And Welfare Benefit Plan | The Farmers Bank | not reported in the loaded dataset | 2023 |
| Volunteer State Bank Welfare Benefit Plan | Volunteer State Bank | not reported in the loaded dataset | 2023 |
| North American Stamping Group Welfare Benefit Plan | North American Stamping Group | not reported in the loaded dataset | 2023 |
| Ascent Buildings, LLC | Ascent Buildings, LLC | not reported in the loaded dataset | 2023 |
| Kyowa America Corporation Group Welfare Plan | Kyowa America Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Portland → · Portland plans by participants → · Portland plans with financial data → · Portland plans with provider compensation → · $1B+ plans in Portland →
Related Form 5500 pages
- All TN Form 5500 filings
- Unipres U.S.A., Inc. 401(K) Retirement Plan (plan 001)
- Unipres U.S.A., Inc. — all reported plans
- The Farmers Bank 401k Plan (plan 002)
- The Farmers Bank — all reported plans
- The Farmers Bank Defined Benefit Pension Plan (plan 001)
- Shoals Technologies Group 401(K) Profit Sharing Plan (plan 001)
- Shoals Technologies Group, LLC — all reported plans
- The Genesee Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- The Genesee Group, Inc. — all reported plans
- Pahua Health Inc 401(K) Plan (plan 001)
- Pahua Health Inc — all reported plans
- Shoals Welfare Benefit Plan (plan 501)
- The Farmers Bank Health And Welfare Benefit Plan (plan 501)
- Volunteer State Bank Welfare Benefit Plan (plan 501)
- Volunteer State Bank — all reported plans
- North American Stamping Group Welfare Benefit Plan (plan 501)
- North American Stamping Group — all reported plans
- Ascent Buildings, LLC (plan 002)
- Ascent Buildings, LLC — all reported plans
- Kyowa America Corporation Group Welfare Plan (plan 502)
- Kyowa America Corporation — all reported plans
- Methodology
- Data sources