Burlington, 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, Burlington, NC has 43 loaded benefit plan(s) reported by 25 plan sponsor(s), with $4,529,502,669 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 43
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,529,502,669
- Total reported liabilities (EOY)
- $1,067,904
- Total reported net assets (EOY)
- $4,524,346,444
Contributions & income
- Employer contributions
- $129,121,930
- Participant contributions
- $230,733,520
- Total income / additions
- $1,124,883,260
Expenses & distributions
- Benefits paid / distributions
- $468,476,521
- Total expenses
- $479,549,852
- Net increase / (decrease)
- $645,333,408
Coverage
- Total reported participants
- 150,152
- Plans with financial statements
- 18
- Plans with provider compensation
- 16
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burlington, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Laboratory Corporation Of America Holdings 401(K) Savings Plan | Laboratory Corporation Of America Holdings | $3,883,026,210 | 2023 |
| Laboratory Corporation Of America Holdings Cash Balance Retirement Plan | Laboratory Corporation Of America Holdings | $207,192,615 | 2023 |
| Glen Raven, Inc. Pension Plan | Glen Raven, Inc. | $178,973,306 | 2023 |
| Glen Raven, Inc. Employees 401(K) Retirement Savings Plan | Glen Raven, Inc. | $113,307,410 | 2023 |
| Kernodle Clinic, Inc. Employees 401k Profit Sharing Plan And Trust | Kernodle Clinic, Inc. | $46,073,550 | 2023 |
| Carolina Biological Supply Company Savings And Profit Sharing Retirement | Carolina Biological Supply Company | $44,903,521 | 2023 |
| Chandler Concrete Co., Inc. 401(K) Profit Sharing Plan And Trust | Chandler Concrete Co., Inc. | $25,831,107 | 2023 |
| Lutheran Retirement Ministries Employees' Retirement Plan And Trust | Lutheran Retirement Ministries Of Alamance County, North Carolina | $10,876,252 | 2023 |
| Registry Partners Incorporated 401(K) Profit Sharing Plan | Registry Partners Incorporated | $4,893,807 | 2023 |
| Meredith-Webb Printing Company, Inc. 401(K) Profit Sharing Plan | Meredith Webb Printing Company, Inc. | $4,840,333 | 2023 |
| Ovia Health 401(K) Plan | Ovuline, Inc. | $4,088,321 | 2023 |
| James G. Rafael Dds 401(K) Profit Sharing Plan | James G. Rafael Dds | $1,874,806 | 2023 |
| Chandler Concrete Co., Inc. Health And Dental Care Plan | Chandler Concrete Co., Inc. | $1,585,485 | 2023 |
| National On Demand 401(K) Plan | National On Demand | $1,148,247 | 2023 |
| Bourbon Dog Retirement Plan | Bourbon Dog, Inc. | $514,615 | 2023 |
| Moongate Solutions, Inc. 401(K) Plan | Moongate Solutions, Inc. | $215,012 | 2023 |
| B&S Shingle Savers, Inc. 401k Profit Sharing Plan | B&S Shingle Savers, Inc. | $99,233 | 2023 |
| Triad Paper Recycling Employee'S Profit Sharing Plan And Trust | Sanford Paper Stock, Inc. | $58,839 | 2023 |
| Carolina Hosiery Mills, Inc. Dental, Life, And Ad&D Plan | Carolina Hosiery Mills, Inc. | not reported in the loaded dataset | 2023 |
| Meredith Webb Printing Company Health And Welfare Plan | Meredith Webb Printing Company | not reported in the loaded dataset | 2023 |
| Alamance Foods Inc Health And Welfare Plan | Alamance Foods, Inc. | not reported in the loaded dataset | 2023 |
| Ralph Scott Lifeservices, Inc. Health Plan | Ralph Scott Lifeservices, Inc. | not reported in the loaded dataset | 2023 |
| Authoracare Collective Health And Welfare Plan | Authoracare Collective | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Plan | Carolina Biological Supply Company | not reported in the loaded dataset | 2023 |
| Lutheran Retirement Ministries Of Alamance County, North Carolina Employee Group Welfare Benefits Plan | Lutheran Retirement Ministries Of Alamance County, Nc | not reported in the loaded dataset | 2023 |
Largest plans in Burlington → · Burlington plans by participants → · Burlington plans with financial data → · Burlington plans with provider compensation → · $1B+ plans in Burlington →
Related Form 5500 pages
- All NC Form 5500 filings
- Laboratory Corporation Of America Holdings 401(K) Savings Plan (plan 003)
- Laboratory Corporation Of America Holdings — all reported plans
- Laboratory Corporation Of America Holdings Cash Balance Retirement Plan (plan 002)
- Glen Raven, Inc. Pension Plan (plan 001)
- Glen Raven, Inc. — all reported plans
- Glen Raven, Inc. Employees 401(K) Retirement Savings Plan (plan 003)
- Kernodle Clinic, Inc. Employees 401k Profit Sharing Plan And Trust (plan 002)
- Kernodle Clinic, Inc. — all reported plans
- Carolina Biological Supply Company Savings And Profit Sharing Retirement (plan 001)
- Carolina Biological Supply Company — all reported plans
- Chandler Concrete Co., Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Chandler Concrete Co., Inc. — all reported plans
- Lutheran Retirement Ministries Employees' Retirement Plan And Trust (plan 001)
- Lutheran Retirement Ministries Of Alamance County, North Carolina — all reported plans
- Registry Partners Incorporated 401(K) Profit Sharing Plan (plan 001)
- Registry Partners Incorporated — all reported plans
- Meredith-Webb Printing Company, Inc. 401(K) Profit Sharing Plan (plan 002)
- Meredith Webb Printing Company, Inc. — all reported plans
- Ovia Health 401(K) Plan (plan 001)
- Ovuline, Inc. — all reported plans
- James G. Rafael Dds 401(K) Profit Sharing Plan (plan 002)
- James G. Rafael Dds — all reported plans
- Chandler Concrete Co., Inc. Health And Dental Care Plan (plan 502)
- National On Demand 401(K) Plan (plan 001)
- National On Demand — all reported plans
- Bourbon Dog Retirement Plan (plan 001)
- Bourbon Dog, Inc. — all reported plans
- Methodology
- Data sources