Charlotte, 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, Charlotte, NC has 1,074 loaded benefit plan(s) reported by 656 plan sponsor(s), with $250,991,831,118 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1,074
- Plan sponsors
- 656
- Total reported assets (EOY)
- $250,991,831,118
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Bank Of America 401(K) Plan | Bank Of America Corporation | $54,848,846,192 | 2023 |
| Honeywell International Inc. Master Retirement Trust | Honeywell International Inc Employee Services Finance Mgmnt | $17,892,766,371 | 2023 |
| Honeywell Retirement Earnings Plan | Honeywell International Inc. | $16,613,752,395 | 2023 |
| Honeywell 401(K) Plan | Honeywell International Inc | $15,388,124,058 | 2023 |
| Honeywell Savings And Ownership Plan Master Trust | Honeywell International Inc | $15,267,703,732 | 2023 |
| Truist Financial Corporation Pension Plan | Truist Financial Corporation | $14,582,387,965 | 2023 |
| Duke Energy Retirement Savings Plan | Duke Energy Corporation | $10,354,065,000 | 2023 |
| Truist Financial Corporation 401(K) Savings Plan | Truist Financial Corporation | $10,120,701,726 | 2023 |
| Charter Communications, Inc. Defined Contribution Plans Master Trust | Charter Communications, Inc. | $8,943,771,947 | 2023 |
| Nucor Corporation Profit Sharing And Retirement Savings Plan | Nucor Corporation | $8,510,660,989 | 2023 |
| Charter Communications, Inc. 401(K) Savings Plan | Charter Communications, Inc. | $7,868,553,769 | 2023 |
| Duke Energy Corporation Master Trust | Duke Energy Corporation | $7,298,500,000 | 2023 |
| Stable Value Master Trust For Bank Of America Corporation | Bank Of America Corporation | $5,394,401,766 | 2023 |
| Duke Energy Retirement Cash Balance Plan | Duke Energy Corporation | $4,026,400,000 | 2023 |
| Duke Energy Legacy Pension Plan | Duke Energy Corporation | $3,372,100,000 | 2023 |
| Hearst Corporation Master Trust For Defined Contribution Plans | The Hearst Corporation | $2,892,496,222 | 2023 |
| The Hearst Corporation Master Trust For Pension And Profit Sharing Plans | The Hearst Corporation | $2,801,326,506 | 2023 |
| Hearst Retirement Savings Plan | The Hearst Corporation | $2,708,405,192 | 2023 |
| Time Warner Cable Pension Plan | Charter Communications, Inc. | $2,555,493,727 | 2023 |
| The Hearst Corporation Retirement Plan | The Hearst Corporation | $2,367,257,138 | 2023 |
| Compass Group Retirement Plan | Compass Group Usa, Inc. | $2,091,248,663 | 2023 |
| Brightspeed Pension Plan | Connect Holding Ii LLC D/B/A Brightspeed | $1,873,304,760 | 2023 |
| Sealed Air Corporation 401(K) And Profit Sharing Plan | Sealed Air Corporation | $1,453,645,852 | 2023 |
| Charter Communications, Inc. Retirement Accumulation Plan | Charter Communications, Inc. | $1,269,819,278 | 2023 |
| Coca-Cola Consolidated, Inc. 401(K) Plan | Coca-Cola Consolidated, Inc. | $945,546,808 | 2023 |
Largest plans in Charlotte → · Charlotte plans with financial data → · $1B+ plans in Charlotte → · Providers by reported compensation →
Related Form 5500 pages
- All NC Form 5500 filings
- The Bank Of America 401(K) Plan (plan 003)
- Bank Of America Corporation — all reported plans
- Honeywell International Inc. Master Retirement Trust (plan 001)
- Honeywell International Inc Employee Services Finance Mgmnt — all reported plans
- Honeywell Retirement Earnings Plan (plan 201)
- Honeywell International Inc. — all reported plans
- Honeywell 401(K) Plan (plan 302)
- Honeywell Savings And Ownership Plan Master Trust (plan 001)
- Honeywell International Inc — all reported plans
- Truist Financial Corporation Pension Plan (plan 001)
- Truist Financial Corporation — all reported plans
- Duke Energy Retirement Savings Plan (plan 002)
- Duke Energy Corporation — all reported plans
- Truist Financial Corporation 401(K) Savings Plan (plan 003)
- Charter Communications, Inc. Defined Contribution Plans Master Trust (plan 101)
- Charter Communications, Inc. — all reported plans
- Nucor Corporation Profit Sharing And Retirement Savings Plan (plan 334)
- Nucor Corporation — all reported plans
- Charter Communications, Inc. 401(K) Savings Plan (plan 004)
- Duke Energy Corporation Master Trust (plan 005)
- Stable Value Master Trust For Bank Of America Corporation (plan 010)
- Duke Energy Retirement Cash Balance Plan (plan 001)
- Duke Energy Legacy Pension Plan (plan 012)
- Methodology
- Data sources