Plan5500

Rogersville, 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, Rogersville, TN has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $28,853,712 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

What stands out in Rogersville

  • 8 loaded plans hold $28.9M in reported assets across 6 sponsors.
  • The largest, Rural Health Services Consortium, Inc. 401(K) Plan, holds 67% of reported Rogersville plan assets.
  • Plans cover 1,218 participants — about 152 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.9MSummed across loaded plans$28,853,712
Total reported assets$28.9M$28,853,712
Total reported participants1.2K1,218
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.9M total assets
Net assets$28.9MLiabilities$0
Contributions & income
Employer contributions$777.1K
Participant contributions$854.1K
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.7M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation4 / 8 (50%)

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

Rogersville market comparison

Largest plan share of assets67%Rural Health Services Consortium, Inc. 401(K) Plan
Participants per plan152Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Rogersville

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

  1. 1
    Rural Health Services Consortium, Inc. 401(K) Plan$19.3M
    Rural Health Services Consortium In · 2023
  2. 2
    Cha Group Retirement Plan$5.9M
    Cha Technologies, Inc. · 2023
  3. 3
    Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan$1.7M
    Hawkins County Memorial Hospital · 2023
  4. 4
    Wellmont Hawkins County Memorial Hospital Pension Plan$1.7M
    Hawkins County Memorial Hospital · 2023
  5. 5
    W.A.D.E. Inc. Retirement Plan$248.7K
    W.A.D.E. Inc. · 2023
  6. 6
    Rural Health Services Flexible Benefits Plannot reported in the loaded dataset
    Rural Health Services Consortium Inc · 2023
  7. 7
    Holston Electric Cooperative, Inc., Welfare Benefit Plannot reported in the loaded dataset
    Holston Electric Cooperative, Inc · 2023
  8. 8
    Sam Dong, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Sam Dong, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages