Plan5500

Winchester, 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, Winchester, TN has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $11,577,190 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Winchester

  • 7 loaded plans hold $11.6M in reported assets across 5 sponsors.
  • The largest, Zanini Tennessee Retirement Plan, holds 38% of reported Winchester plan assets.
  • Plans cover 802 participants — about 115 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6MSummed across loaded plans$11,577,190
Total reported assets$11.6M$11,577,190
Total reported participants802
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.6M total assets
Net assets$11.6MLiabilities$0
Contributions & income
Employer contributions$114.5K
Participant contributions$362.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$733.3K

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation2 / 7 (29%)

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

Winchester market comparison

Largest plan share of assets38%Zanini Tennessee Retirement Plan
Participants per plan115Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Winchester

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

  1. 1
    Zanini Tennessee Retirement Plan$4.4M
    Zanini Tennessee, Inc. · 2023
  2. 2
    Tepro Inc. Employees Savings And Retirement Plan And Trust$3.3M
    Tepro Inc. · 2023
  3. 3
    T. Scott Holder, Md Profit Sharing Plan$2.4M
    T. Scott Holder, Md · 2023
  4. 4
    David L. Stockton, M.D., P.C. 401(K) Plan$1.5M
    David L. Stockton, M.D., P.C. · 2023
  5. 5
    Phoenix Boats Welfare Benefits Plannot reported in the loaded dataset
    Phoenix Boats · 2023
  6. 6
    Zanini Tennessee, Inc.not reported in the loaded dataset
    Zanini Tennessee, Inc. · 2023
  7. 7
    Tepro, Inc. Health Benefit Plannot reported in the loaded dataset
    Tepro, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winchester, TN?
7 plan(s) reported by 5 sponsor(s) are loaded for Winchester, TN.

Related Form 5500 pages