Plan5500

Tullahoma, 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, Tullahoma, TN has 12 loaded benefit plan(s) reported by 6 plan sponsor(s), with $63,513,040 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
6
Latest filing year
2023

What stands out in Tullahoma

  • 12 loaded plans hold $63.5M in reported assets across 6 sponsors.
  • The largest, Ascend Federal Credit Union Cash Or Deferred Compensation Plan, holds 70% of reported Tullahoma plan assets.
  • Plans cover 3,918 participants — about 327 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$63.5MSummed across loaded plans$63,512,583
Total reported assets$63.5M$63,513,040
Total reported participants3.9K3,918
Total reported liabilities$457

Reported net position

Reported assets = net assets + liabilities (summed)$63.5M total assets
Net assets$63.5MLiabilities$457
Contributions & income
Employer contributions$2.3M
Participant contributions$4.1M
Total income / additions$14.7M
Expenses & distributions
Benefits paid / distributions$7.7M
Total expenses$7.7M
Net increase / (decrease)$7M

Data coverage

Plans with financial statements6 / 12 (50%)
Plans with provider compensation3 / 12 (25%)

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

Tullahoma market comparison

Largest plan share of assets70%Ascend Federal Credit Union Cash Or Deferred Compensation Plan
Participants per plan327Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Tullahoma

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

  1. 1
    Ascend Federal Credit Union Cash Or Deferred Compensation Plan$44.2M
    Ascend Federal Credit Union · 2023
  2. 2
    Schmiede Corporation 401k Plan$15.4M
    Schmiede Corporation · 2023
  3. 3
    Skills Development Services, Inc. 401(K) Profit Sharing Plan$2.7M
    Skills Development Services, Inc. · 2023
  4. 4
    Lester, Greene & Mccord 401(K) Plan$1.2M
    Lester, Greene & Mccord Insurance Agency, Inc. · 2023
  5. 5
    Blackrock Group, Inc 401(K) Plan$59.9K
    Blackrock Group, Inc · 2023
  6. 6
    Micro Craft Esop$457
    Micro Craft, Inc. · 2023
  7. 7
    Ascend Federal Credit Union 125 Cafeteria Plannot reported in the loaded dataset
    Ascend Federal Credit Union · 2023
  8. 8
    Ad&D Plan For Employees Of Ascend Federal Credit Unionnot reported in the loaded dataset
    Ascend Federal Credit Union · 2023
  9. 9
    Group Term Life Plannot reported in the loaded dataset
    Ascend Federal Credit Union · 2023
  10. 10
    Schmiede Corporation Employee Benefits Plannot reported in the loaded dataset
    Schmiede Corporation · 2023
  11. 11
    Std And Ltd Disability Plannot reported in the loaded dataset
    Ascend Federal Credit Union · 2023
  12. 12
    Group Health Insurance Plannot reported in the loaded dataset
    Ascend Federal Credit Union · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tullahoma, TN?
12 plan(s) reported by 6 sponsor(s) are loaded for Tullahoma, TN.

Related Form 5500 pages