Davidson, 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, Davidson, NC has 50 loaded benefit plan(s) reported by 25 plan sponsor(s), with $19,153,924,667 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 50
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,153,924,667
- Total reported liabilities (EOY)
- $15,691,807
- Total reported net assets (EOY)
- $19,138,232,860
Contributions & income
- Employer contributions
- $231,099,427
- Participant contributions
- $236,644,811
- Total income / additions
- $3,951,957,835
Expenses & distributions
- Benefits paid / distributions
- $771,504,364
- Total expenses
- $802,831,370
- Net increase / (decrease)
- $3,149,126,465
Coverage
- Total reported participants
- 131,503
- Plans with financial statements
- 34
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Davidson, 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 |
|---|---|---|---|
| Trane Technologies Employee Savings Plan Master Trust | Trane Technologies Company LLC | $6,361,941,187 | 2023 |
| Trane Technologies Employee Savings Plan (Esp) | Trane Technologies Company LLC | $6,153,870,038 | 2023 |
| Trane Technologies Collective Trust | Trane Technologies Company LLC | $1,581,833,599 | 2023 |
| Ingersoll Rand Retirement Savings Plan | Industrial Technologies And Services, LLC | $1,279,773,371 | 2023 |
| Gardner Denver, Inc. Master Trust | Industrial Technologies And Services, LLC | $1,265,948,001 | 2023 |
| Trane Technologies Pension Plan Number One B | Trane Technologies Company LLC | $815,699,584 | 2023 |
| The Trane Merged Hourly Pension Plan | Trane U.S. Inc. | $774,981,842 | 2023 |
| Trane 401(K) And Thrift Plan | Trane U.S. Inc. | $211,945,524 | 2023 |
| Ingersoll Rand Industrial U.S., Inc. Pension Plan | Ingersoll Rand Industrial U.S., Inc. | $202,911,594 | 2023 |
| Davidson College Retirement Plan | Davidson College | $191,191,082 | 2023 |
| Davidson College Tax-Deferred Annuity Plan | Davidson College | $127,584,098 | 2023 |
| 3a Composites 401(K) Plan | 3a Composites Holding Inc. | $47,818,030 | 2023 |
| Gardner Denver, Inc Pension Plan | Gardner Denver, Inc. | $35,151,349 | 2023 |
| Trane Technologies Pension Plan Number One | Trane Technologies Company LLC | $29,340,728 | 2023 |
| Wayne Brothers, Inc. 401(K) Plan | Wayne Brothers, Inc. | $21,592,903 | 2023 |
| Trane Pension Plan | Trane U.S. Inc. | $16,415,452 | 2023 |
| Trane Technologies Employee Savings Plan For Bargained Employees | Trane Technologies Company LLC | $10,261,390 | 2023 |
| The Pines At Davidson, Inc. 403(B) Plan | The Pines At Davidson, Inc. | $9,095,304 | 2023 |
| Davidson Day School Retirement Plan | Davidson Day School | $5,593,766 | 2023 |
| Moves Managed Services Inc. 401(K) Retirement Plan | Moves Managed Services Inc. | $3,253,512 | 2023 |
| Gardner Denver, Inc. Individual Account Retirement Plan For Bargaining Unit Employees At Quincy, Il Plan | Gardner Denver, Inc. | $2,130,851 | 2023 |
| Forster Investments, Inc. Profit Sharing Plan & Trust | Forster Investments, Inc. | $1,485,598 | 2023 |
| Mcerickson Enterprises Inc. 401(K) Plan | Mcerickson Enterprises Inc. | $1,418,633 | 2023 |
| Angel Paws Pet Mobile, Inc. Retirement Plan | Angel Paws Pet Mobile, Inc. | $932,984 | 2023 |
| Buker Enterprises Inc. Retirement Plan | Buker Enterprises Inc. | $412,587 | 2023 |
Largest plans in Davidson → · Davidson plans by participants → · Davidson plans with financial data → · Davidson plans with provider compensation → · $1B+ plans in Davidson →
Related Form 5500 pages
- All NC Form 5500 filings
- Trane Technologies Employee Savings Plan Master Trust (plan 002)
- Trane Technologies Company LLC — all reported plans
- Trane Technologies Employee Savings Plan (Esp) (plan 078)
- Trane Technologies Company LLC — all reported plans
- Trane Technologies Collective Trust (plan 001)
- Trane Technologies Company LLC — all reported plans
- Ingersoll Rand Retirement Savings Plan (plan 002)
- Industrial Technologies And Services, LLC — all reported plans
- Gardner Denver, Inc. Master Trust (plan 010)
- Trane Technologies Pension Plan Number One B (plan 008)
- The Trane Merged Hourly Pension Plan (plan 023)
- Trane U.S. Inc. — all reported plans
- Trane 401(K) And Thrift Plan (plan 043)
- Ingersoll Rand Industrial U.S., Inc. Pension Plan (plan 021)
- Ingersoll Rand Industrial U.S., Inc. — all reported plans
- Davidson College Retirement Plan (plan 001)
- Davidson College — all reported plans
- Davidson College Tax-Deferred Annuity Plan (plan 002)
- 3a Composites 401(K) Plan (plan 002)
- 3a Composites Holding Inc. — all reported plans
- Gardner Denver, Inc Pension Plan (plan 001)
- Trane Technologies Pension Plan Number One (plan 001)
- Wayne Brothers, Inc. 401(K) Plan (plan 001)
- Wayne Brothers, Inc. — all reported plans
- Methodology
- Data sources