Shelbyville, 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, Shelbyville, TN has 20 loaded benefit plan(s) reported by 12 plan sponsor(s), with $534,351,205 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $534,351,205
- Total reported liabilities (EOY)
- $7,141,892
- Total reported net assets (EOY)
- $527,208,480
Contributions & income
- Employer contributions
- $17,797,489
- Participant contributions
- $17,581,533
- Total income / additions
- $111,082,163
Expenses & distributions
- Benefits paid / distributions
- $60,392,395
- Total expenses
- $63,894,656
- Net increase / (decrease)
- $47,187,507
Coverage
- Total reported participants
- 15,012
- Plans with financial statements
- 11
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shelbyville, 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 |
|---|---|---|---|
| Marelli North America, Inc. 401(K) Retirement Plan | Marelli North America, Inc. | $203,248,462 | 2023 |
| Big G Express Employee Stock Ownership And 401(K) Plan | Big G Holdings, Inc. | $94,032,446 | 2023 |
| Marelli North America, Inc. Defined Benefit Plan | Marelli North America, Inc. | $62,098,047 | 2023 |
| Duck River Electric Membership Corporation Retirement Plan | Duck River Electric Membership Corporation | $53,195,323 | 2023 |
| National Pen & Associates Profit Sharing And Savings Plan | National Pen Co. LLC | $37,552,324 | 2023 |
| First Community Bank Of Tennessee Profit Sharing 401(K) Plan And Trust | First Community Bank Of Tennessee | $27,149,464 | 2023 |
| Cooper Steel Employee Savings And Retirement Plan | Cooper Steel Fabricators, Inc. | $26,892,483 | 2023 |
| Highly Marelli Usa 401(K) Plan | Highly Marelli Usa | $20,942,093 | 2023 |
| Titan Transfer, Inc. 401(K) Profit Sharing Plan And Trust | Titan Transfer, Inc. | $7,947,407 | 2023 |
| Midsouth Satellite LLC 401(K) Profit Sharing Plan And Trust | Midsouth Satellite LLC Dba Entersource | $1,292,323 | 2023 |
| Marelli North America, Inc. Provisional 401(K) Retirement Plan | Marelli North America, Inc | $833 | 2023 |
| Marelli North America, Inc. Employee Benefits Plan | Marelli North America, Inc. | not reported in the loaded dataset | 2023 |
| Nationwide Express, Inc. Health & Welfare Benefits Plan | Nationwide Express, Inc. | not reported in the loaded dataset | 2023 |
| Big G Express, Inc. Employee Benefit Plan | Big G Express, Inc. | not reported in the loaded dataset | 2023 |
| Big G Express, Inc. Long Term And Short Term Disability Plan | Big G Express, Inc. | not reported in the loaded dataset | 2023 |
| Goggin Warehouseing, LLC Health Care Plan | Goggin Warehousing, LLC | not reported in the loaded dataset | 2023 |
| Cooper Steel Fabricators, Inc. Health & Welfare Benefits Plan | Cooper Steel Fabricators, Inc. | not reported in the loaded dataset | 2023 |
| Titan Transfer Employee Benefit Plan | Titan Transfer, Inc. | not reported in the loaded dataset | 2023 |
| Duck River Electric Membership Corporation Health & Welfare Benefit Plan | Duck River Electric Membership Corporation | not reported in the loaded dataset | 2023 |
| Highly Marelli Usa, Inc. Health And Welfare Plan | Highly Marelli Usa, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Shelbyville → · Shelbyville plans by participants → · Shelbyville plans with financial data → · Shelbyville plans with provider compensation → · $1B+ plans in Shelbyville →
Related Form 5500 pages
- All TN Form 5500 filings
- Marelli North America, Inc. 401(K) Retirement Plan (plan 003)
- Marelli North America, Inc. — all reported plans
- Big G Express Employee Stock Ownership And 401(K) Plan (plan 002)
- Big G Holdings, Inc. — all reported plans
- Marelli North America, Inc. Defined Benefit Plan (plan 001)
- Duck River Electric Membership Corporation Retirement Plan (plan 001)
- Duck River Electric Membership Corporation — all reported plans
- National Pen & Associates Profit Sharing And Savings Plan (plan 001)
- National Pen Co. LLC — all reported plans
- First Community Bank Of Tennessee Profit Sharing 401(K) Plan And Trust (plan 001)
- First Community Bank Of Tennessee — all reported plans
- Cooper Steel Employee Savings And Retirement Plan (plan 001)
- Cooper Steel Fabricators, Inc. — all reported plans
- Highly Marelli Usa 401(K) Plan (plan 001)
- Highly Marelli Usa — all reported plans
- Titan Transfer, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Titan Transfer, Inc. — all reported plans
- Midsouth Satellite LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Midsouth Satellite LLC Dba Entersource — all reported plans
- Marelli North America, Inc. Provisional 401(K) Retirement Plan (plan 004)
- Marelli North America, Inc. Employee Benefits Plan (plan 501)
- Nationwide Express, Inc. Health & Welfare Benefits Plan (plan 501)
- Nationwide Express, Inc. — all reported plans
- Big G Express, Inc. Employee Benefit Plan (plan 501)
- Big G Express, Inc. — all reported plans
- Big G Express, Inc. Long Term And Short Term Disability Plan (plan 502)
- Methodology
- Data sources