Plan5500

Tennessee, 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, Tennessee, TN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,586,890 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Tennessee

  • 1 loaded plans hold $1.6M in reported assets across 1 sponsors.
  • The largest, Landmark Real Estate Group 401(K) Profit Sharing Plan, holds 100% of reported Tennessee plan assets.
  • Plans cover 7 participants — about 7 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.6MSummed across loaded plans$1,586,890
Total reported assets$1.6M$1,586,890
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities$0
Contributions & income
Total income / additions$178.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$178.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Tennessee market comparison

Largest plan share of assets100%Landmark Real Estate Group 401(K) Profit Sharing Plan
Participants per plan7Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Tennessee

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

  1. 1
    Landmark Real Estate Group 401(K) Profit Sharing Plan$1.6M
    Level One Capital Management, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tennessee, TN?
1 plan(s) reported by 1 sponsor(s) are loaded for Tennessee, TN.

Related Form 5500 pages