Concord, 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, Concord, NC has 57 loaded benefit plan(s) reported by 44 plan sponsor(s), with $305,122,937 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 57
- Plan sponsors
- 44
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $305,122,937
- Total reported liabilities (EOY)
- $389,553
- Total reported net assets (EOY)
- $304,739,388
Contributions & income
- Employer contributions
- $7,325,157
- Participant contributions
- $23,209,287
- Total income / additions
- $78,902,354
Expenses & distributions
- Benefits paid / distributions
- $29,875,381
- Total expenses
- $30,706,827
- Net increase / (decrease)
- $48,195,527
Coverage
- Total reported participants
- 28,348
- Plans with financial statements
- 34
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Concord, 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 |
|---|---|---|---|
| Cardinal Employees Retirement Savings Plan | Cardinal Logistics Management Corp. | $78,347,312 | 2023 |
| Dnp Group 401(K) Retirement Savings Plan | Dnp Imagingcomm America Corporation | $56,472,366 | 2023 |
| Shoe Show Retirement Savings Plan | Shoe Show, Inc. | $47,379,270 | 2023 |
| Instride Foot And Ankle Specialists, Pllc 401k | Instride Foot & Ankle Specialist Pllc | $18,132,312 | 2023 |
| Acn Employees' Savings And Retirement Plan | Acn Communication Services, LLC | $17,684,545 | 2023 |
| Rhino Tool House Retirement Savings Plan | Rhino Assembly Company, LLC | $16,635,146 | 2023 |
| Oiles America Corporation Retirement Plan | Oiles America Corporation | $12,688,589 | 2023 |
| Ben Mynatt Family Of Dealerships 401(K) Plan | Ben Mynatt Family Of Dealerships | $12,639,734 | 2023 |
| Eventus Wholehealth, Pllc Employees' Retirement Plan | Eventus Wholehealth, Pllc | $12,099,475 | 2023 |
| Carpenter Industries Inc. 401k Plan | Carpenter Industries Inc. | $8,774,432 | 2023 |
| Lionel, LLC Retirement And Savings Plan | Lionel, LLC | $7,107,089 | 2023 |
| Global Medical Imaging, LLC 401(K) Profit Sharing Plan & Trust | Global Medical Imaging, LLC | $6,008,558 | 2023 |
| Dr. Quinn Ear, Nose & Throat Profit Sharing Plan | Dr. Quinn Ear, Nose & Throat | $3,390,794 | 2023 |
| Cabarrus Rowan Community Health Centers 401(K) Plan | Cabarrus Rowan Community Health Centers | $2,616,391 | 2023 |
| World Racing Group 401(K) Plan | World Racing Group, Inc. | $2,016,408 | 2023 |
| Bmg Services, Inc. 401(K) Plan | Bmg Services, Inc. | $1,734,132 | 2023 |
| Mcconnell Ventures Incorporated Retirement Plan | Mcconnell Ventures Incorporated | $399,926 | 2023 |
| Fern Woods Retirement Plan | Fern Woods, Inc | $278,101 | 2023 |
| Ssgp, Inc. 401(K) Profit Sharing Plan | Ssgp, Inc. | $147,462 | 2023 |
| Health Scope Inc. 401(K) Plan | Health Scope Inc. | $134,715 | 2023 |
| Porters Quarters, Inc. Retirement Plan | Porters Quarters, Inc. | $115,530 | 2023 |
| Hhcc 401k | Harmony Health Colonics Corp. | $85,159 | 2023 |
| Cd America Inc. 401(K) Plan | Cd America Inc. | $78,447 | 2023 |
| Turtleventure Company 401(K) Plan | Turtleventure Company | $63,667 | 2023 |
| Allee' Bubba, Inc. 401(K) Plan | Allee' Bubba, Inc. | $39,298 | 2023 |
Largest plans in Concord → · Concord plans by participants → · Concord plans with financial data → · Concord plans with provider compensation → · $1B+ plans in Concord →
Related Form 5500 pages
- All NC Form 5500 filings
- Cardinal Employees Retirement Savings Plan (plan 001)
- Cardinal Logistics Management Corp. — all reported plans
- Dnp Group 401(K) Retirement Savings Plan (plan 001)
- Dnp Imagingcomm America Corporation — all reported plans
- Shoe Show Retirement Savings Plan (plan 001)
- Shoe Show, Inc. — all reported plans
- Instride Foot And Ankle Specialists, Pllc 401k (plan 001)
- Instride Foot & Ankle Specialist Pllc — all reported plans
- Acn Employees' Savings And Retirement Plan (plan 001)
- Acn Communication Services, LLC — all reported plans
- Rhino Tool House Retirement Savings Plan (plan 001)
- Rhino Assembly Company, LLC — all reported plans
- Oiles America Corporation Retirement Plan (plan 001)
- Oiles America Corporation — all reported plans
- Ben Mynatt Family Of Dealerships 401(K) Plan (plan 001)
- Ben Mynatt Family Of Dealerships — all reported plans
- Eventus Wholehealth, Pllc Employees' Retirement Plan (plan 001)
- Eventus Wholehealth, Pllc — all reported plans
- Carpenter Industries Inc. 401k Plan (plan 001)
- Carpenter Industries Inc. — all reported plans
- Lionel, LLC Retirement And Savings Plan (plan 001)
- Lionel, LLC — all reported plans
- Global Medical Imaging, LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Global Medical Imaging, LLC — all reported plans
- Dr. Quinn Ear, Nose & Throat Profit Sharing Plan (plan 001)
- Dr. Quinn Ear, Nose & Throat — all reported plans
- Cabarrus Rowan Community Health Centers 401(K) Plan (plan 001)
- Cabarrus Rowan Community Health Centers — all reported plans
- World Racing Group 401(K) Plan (plan 002)
- World Racing Group, Inc. — all reported plans
- Methodology
- Data sources