Plan5500

Sweetwater, 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, Sweetwater, TN has 14 loaded benefit plan(s) reported by 7 plan sponsor(s), with $41,243,738 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
7
Latest filing year
2023

What stands out in Sweetwater

  • 14 loaded plans hold $41.2M in reported assets across 7 sponsors.
  • The largest, Sweetwater Hospital Association Retirement Plan, holds 67% of reported Sweetwater plan assets.
  • Plans cover 4,075 participants — about 291 per plan.
  • 36% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.2MSummed across loaded plans$41,243,738
Total reported assets$41.2M$41,243,738
Total reported participants4.1K4,075
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$41.2M total assets
Net assets$41.2MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$2.7M
Total income / additions$9.2M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.6M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements5 / 14 (36%)
Plans with provider compensation2 / 14 (14%)

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

Sweetwater market comparison

Largest plan share of assets67%Sweetwater Hospital Association Retirement Plan
Participants per plan291Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Sweetwater

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

  1. 1
    Sweetwater Hospital Association Retirement Plan$27.7M
    Sweetwater Hospital Association · 2023
  2. 2
    Ngk Metals Corporation Retirement Plan$6.4M
    Ngk Metals Corporation · 2023
  3. 3
    Vestal Manufacturing Enterprises, Inc. 401(K) Plan$4.2M
    Vestal Manufacturing Enterprises, Inc. · 2023
  4. 4
    Red Stag 401(K) Plan$2.5M
    Rs Capital Holdings, LLC · 2023
  5. 5
    Kirkland Family Properties, Inc. 401(K) Plan$438.9K
    Kirkland Family Properties, Inc. · 2023
  6. 6
    Sweetwater Hospital Association Employees Group Life Insurance Plannot reported in the loaded dataset
    Sweetwater Hospital Association · 2023
  7. 7
    Sweetwater Hospital Association Flexible Compensation Plannot reported in the loaded dataset
    Sweetwater Hospital Association · 2023
  8. 8
    Sweetwater Hospital Association Employees Group Voluntary Dental Plannot reported in the loaded dataset
    Sweetwater Hospital Association · 2023
  9. 9
    Sweetwater Hospital Association Employees Group Voluntary Vision Plannot reported in the loaded dataset
    Sweetwater Hospital Association · 2023
  10. 10
    Sweetwater Hospital Association Long Term Disability Plannot reported in the loaded dataset
    Sweetwater Hospital Association · 2023
  11. 11
    Ngk Metals Corporation Section 125 Premium Only Plannot reported in the loaded dataset
    Ngk Metals Corporation · 2023
  12. 12
    Red Stag Fulfillment Welfare Benefits Plannot reported in the loaded dataset
    Red Stag Fulfillment · 2023
  13. 13
    Sweetwater Hospital Association Medical Plannot reported in the loaded dataset
    Sweetwater Hospital Association · 2023
  14. 14
    Aeroflex Usa, Inc. Employee Benefit Plannot reported in the loaded dataset
    Aeroflex Usa Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sweetwater, TN?
14 plan(s) reported by 7 sponsor(s) are loaded for Sweetwater, TN.

Related Form 5500 pages