Fayetteville, 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, Fayetteville, NC has 39 loaded benefit plan(s) reported by 31 plan sponsor(s), with $179,711,914 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $179,711,914
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $179,711,914
Contributions & income
- Employer contributions
- $3,464,622
- Participant contributions
- $7,444,133
- Total income / additions
- $38,007,238
Expenses & distributions
- Benefits paid / distributions
- $20,845,811
- Total expenses
- $21,516,465
- Net increase / (decrease)
- $16,490,773
Coverage
- Total reported participants
- 7,649
- Plans with financial statements
- 24
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fayetteville, 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 |
|---|---|---|---|
| Methodist University Retirement Plan | Methodist University | $58,232,145 | 2023 |
| Systel Business Equipment Co., Inc. 401(K) Psp | Systel Business Equipment Co., Inc. | $15,881,140 | 2023 |
| Terminix, Et Al. 401(K) Profit Sharing Plan | Terminix Company Of North Carolina | $15,527,545 | 2023 |
| The Logistics Company, Inc. Employee 401(K) Savings Plan | The Logistics Company, Inc. | $10,680,507 | 2023 |
| Village Family Dental 401(K) Plan | Knowles, Smith & Associates, Llp | $9,841,611 | 2023 |
| Fort Liberty Federal Credit Union 401(K) Plan And Trust | Fort Liberty Federal Credit Union | $9,730,703 | 2023 |
| Hutchens Law Firm, Llp 401(K) Profit Sharing Plan | Hutchens Law Firm, Llp | $9,350,513 | 2023 |
| Fahef, Inc. 401(K) Plan | Fayetteville Area Health Education Foundation, Inc | $9,129,119 | 2023 |
| Cape Fear Orthopaedic Clinic, P.A. 401(K) Plan | Cape Fear Orthopaedic Clinic, P.A. | $7,656,504 | 2023 |
| Ensystex, Inc. 401(K) Profit Sharing Plan | Ensystex, Inc. | $5,418,670 | 2023 |
| Worldwide Language Resources 401(K) Plan | Worldwide Language Resources, LLC | $5,379,802 | 2023 |
| Highland Paving Company, LLC 401(K) Plan | Highland Paving Company, LLC | $5,229,534 | 2023 |
| Caviness & Cates Building And Development 401(K) | Caviness & Cates Building And | $4,207,702 | 2023 |
| Walter J Pikul Prototype Retirement Plan | Walter J Pikul Mba Cpa Cfp | $3,428,488 | 2023 |
| Advantage Newspaper Consultants 401(K) Profit Sharing Plan And Trust | Advantage Newspaper Consultants, Inc. | $3,276,399 | 2023 |
| Carolina Svcs Of Fayetteville Employee Psp | Carolina Svcs Of Fayetteville | $2,736,224 | 2023 |
| Moorman, Kizer & Reitzel, Inc Amended And Restated Profit Sharing Plan | Moorman, Kizer & Reitzel, Inc | $1,033,078 | 2023 |
| Cake Delights, Inc. 401(K) Profit Sharing Plan | Cake Delights, Inc. | $672,896 | 2023 |
| D&F Home Care Corporation Retirement Plan | D&F Home Care Corporation | $636,148 | 2023 |
| Lotus Handyman Inc. 401(K) Plan | Lotus Handyman Inc. | $588,186 | 2023 |
| Deana Manning Realty, LLC Profit Sharing Plan | Deana Manning Realty, LLC | $465,861 | 2023 |
| Edwards Logistics Partners, Inc. 401(K) Plan | Edwards Logistics Partners, Inc. | $416,164 | 2023 |
| Fisher Transit Inc. 401(K) Plan | Fisher Transit Inc. | $111,759 | 2023 |
| Brightstar Health Corp. 401(K) Plan | Brightstar Health Corp. | $81,216 | 2023 |
| Premier Gastroenterology, P.A. Health And Welfare Plan | Premier Gastroenterology, P.A. | not reported in the loaded dataset | 2023 |
Largest plans in Fayetteville → · Fayetteville plans by participants → · Fayetteville plans with financial data → · Fayetteville plans with provider compensation → · $1B+ plans in Fayetteville →
Related Form 5500 pages
- All NC Form 5500 filings
- Methodist University Retirement Plan (plan 001)
- Methodist University — all reported plans
- Systel Business Equipment Co., Inc. 401(K) Psp (plan 001)
- Systel Business Equipment Co., Inc. — all reported plans
- Terminix, Et Al. 401(K) Profit Sharing Plan (plan 001)
- Terminix Company Of North Carolina — all reported plans
- The Logistics Company, Inc. Employee 401(K) Savings Plan (plan 001)
- The Logistics Company, Inc. — all reported plans
- Village Family Dental 401(K) Plan (plan 001)
- Knowles, Smith & Associates, Llp — all reported plans
- Fort Liberty Federal Credit Union 401(K) Plan And Trust (plan 002)
- Fort Liberty Federal Credit Union — all reported plans
- Hutchens Law Firm, Llp 401(K) Profit Sharing Plan (plan 001)
- Hutchens Law Firm, Llp — all reported plans
- Fahef, Inc. 401(K) Plan (plan 003)
- Fayetteville Area Health Education Foundation, Inc — all reported plans
- Cape Fear Orthopaedic Clinic, P.A. 401(K) Plan (plan 001)
- Cape Fear Orthopaedic Clinic, P.A. — all reported plans
- Ensystex, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ensystex, Inc. — all reported plans
- Worldwide Language Resources 401(K) Plan (plan 001)
- Worldwide Language Resources, LLC — all reported plans
- Highland Paving Company, LLC 401(K) Plan (plan 001)
- Highland Paving Company, LLC — all reported plans
- Caviness & Cates Building And Development 401(K) (plan 001)
- Caviness & Cates Building And — all reported plans
- Walter J Pikul Prototype Retirement Plan (plan 001)
- Walter J Pikul Mba Cpa Cfp — all reported plans
- Advantage Newspaper Consultants 401(K) Profit Sharing Plan And Trust (plan 001)
- Advantage Newspaper Consultants, Inc. — all reported plans
- Methodology
- Data sources