Plan5500

Tazewell, 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, Tazewell, TN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $30,532,221 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.5MSummed across loaded plans$30,532,220
Total reported assets$30.5M$30,532,221
Total reported participants2K1,963
Total reported liabilities$1

Reported net position

Reported assets = net assets + liabilities (summed)$30.5M total assets
Net assets$30.5MLiabilities$1
Contributions & income
Employer contributions$1.7M
Participant contributions$2.4M
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.9M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Tazewell market comparison

Largest plan share of assets79%Sumiriko Tennessee, Inc. 401(K) Savings Plan
Participants per plan982Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Tazewell

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

  1. 1
    Sumiriko Tennessee, Inc. 401(K) Savings Plan$24.2M
    Sumiriko Tennessee, Inc. · 2023
  2. 2
    First Century Bank 401(K) Plan$6.3M
    First Century Bank · 2023

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

Related Form 5500 pages