Plan5500

Waverly, 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, Waverly, TN has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,687,936 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Waverly

  • 3 loaded plans hold $11.7M in reported assets across 2 sponsors.
  • The largest, Scepter, Inc. 401(K) Plan, holds 99% of reported Waverly plan assets.
  • Plans cover 730 participants — about 243 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,687,936
Total reported assets$11.7M$11,687,936
Total reported participants730
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$0
Contributions & income
Employer contributions$466.4K
Participant contributions$468.6K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$359.1K
Total expenses$372.4K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Waverly market comparison

Largest plan share of assets99%Scepter, Inc. 401(K) Plan
Participants per plan243Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Waverly

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

  1. 1
    Scepter, Inc. 401(K) Plan$11.6M
    Scepter, Inc. · 2023
  2. 2
    Fidelity Defined Contribution Retirement Plan And Trust$61.3K
    Nestor A Ojeda Md · 2023
  3. 3
    Scepter Group Health Care Plannot reported in the loaded dataset
    Scepter, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Waverly, TN?
3 plan(s) reported by 2 sponsor(s) are loaded for Waverly, TN.

Related Form 5500 pages