Plan5500

Selmer, 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, Selmer, TN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,654,894 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 Selmer

  • 3 loaded plans hold $14.7M in reported assets across 3 sponsors.
  • The largest, Monogram Refrigeration, LLC Employee Savings And Retirement Plan, holds 71% of reported Selmer plan assets.
  • Plans cover 472 participants — about 157 per plan.
  • 100% 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$14.7MSummed across loaded plans$14,654,893
Total reported assets$14.7M$14,654,894
Total reported participants472
Total reported liabilities$1

Reported net position

Reported assets = net assets + liabilities (summed)$14.7M total assets
Net assets$14.7MLiabilities$1
Contributions & income
Employer contributions$754.5K
Participant contributions$810.7K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Selmer market comparison

Largest plan share of assets71%Monogram Refrigeration, LLC Employee Savings And Retirement Plan
Participants per plan157Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Selmer

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

  1. 1
    Monogram Refrigeration, LLC Employee Savings And Retirement Plan$10.4M
    Haier Us Appliance Solutions, Inc. · 2023
  2. 2
    Clear Image Inc. 401k Retirement Plan$4.3M
    Clear Image Inc. · 2023
  3. 3
    Manley Innovations Inc. 401(K) Plan$0
    Manley Innovations Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages