Plan5500

Ashville, NC 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, Ashville, NC has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $109,672,440 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$109.7MSummed across loaded plans$109,672,440
Total reported assets$109.7M$109,672,440
Total reported participants2K2,027
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$109.7M total assets
Net assets$109.7MLiabilities$0
Contributions & income
Employer contributions$2.7M
Participant contributions$5.9M
Total income / additions$26.5M
Expenses & distributions
Benefits paid / distributions$9.1M
Total expenses$9.3M
Net increase / (decrease)$17.2M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Ashville market comparison

Largest plan share of assets82%Biltmore Workforce Management 401(K) Profit Sharing Plan
Participants per plan507Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Ashville

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

  1. 1
    Biltmore Workforce Management 401(K) Profit Sharing Plan$89.5M
    Biltmore Workforce Management, LLC · 2023
  2. 2
    Kimmel & Associates Savings Retirement Plan$19.9M
    Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. · 2023
  3. 3
    Progress Homes Group Retirement Plan$305.5K
    Progress Homes Group, Inc. · 2023
  4. 4
    Zealandia Holding Company, Inc. Health And Welfare Plannot reported in the loaded dataset
    Zealandia Holding Company, Inc. · 2023

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

Related Form 5500 pages