Plan5500

Hendersonville, 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, Hendersonville, NC has 23 loaded benefit plan(s) reported by 18 plan sponsor(s), with $95,884,350 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
18
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$95.9MSummed across loaded plans$95,875,792
Total reported assets$95.9M$95,884,350
Total reported participants3.7K3,679
Total reported liabilities$8.6K$8,558

Reported net position

Reported assets = net assets + liabilities (summed)$95.9M total assets
Net assets$95.9MLiabilities$8.6K
Contributions & income
Employer contributions$4.5M
Participant contributions$5.5M
Total income / additions$22.9M
Expenses & distributions
Benefits paid / distributions$14.2M
Total expenses$14.6M
Net increase / (decrease)$8.3M

Data coverage

Plans with financial statements16 / 23 (70%)
Plans with provider compensation5 / 23 (22%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hendersonville, 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.

Computed from loaded plans

Hendersonville market comparison

Largest plan share of assets46%Porvair Corporation Employee'S Investment Savings Plan
Participants per plan160Average across loaded plans
Plan sponsors18
Ranked by reported assets

Largest loaded plans in Hendersonville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Porvair Corporation Employee'S Investment Savings Plan$44M
    Porvair Corporation · 2023
  2. 2
    Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan$17.2M
    Morrow Insurance Agency, Inc. · 2023
  3. 3
    Blue Ridge Community Health Services Inc. Employer'S 403(B) Plan$13M
    Blue Ridge Community Health Services Inc. · 2023
  4. 4
    Carolina Village, Inc. Tax Sheltered Annuity Plan$7.5M
    Carolina Village, Inc. · 2023
  5. 5
    Western Carolina Community Action, Inc. 403(B) Plan$7.3M
    Western Carolina Community Action, Inc. · 2023
  6. 6
    Hunter Corporation Salary Deferral 401(K) Plan$5.4M
    Hunter Corporation · 2023
  7. 7
    1898 Waverly 401k Trust$725.2K
    1898 Waverly, Inc. · 2023
  8. 8
    Hauth, Inc. 401(K) Plan$219.3K
    Hauth, Inc. · 2023
  9. 9
    Skye Hill Ventures Incorporated 401(K) Profit Sharing Plan$200.5K
    Skye Hill Ventures Incorporated · 2023
  10. 10
    Ridd-Kids71 Inc. 401(K) Plan$131.4K
    Ridd-Kids71 Inc. · 2023
  11. 11
    Under The Stairs Co. 401(K) Plan$81.8K
    Under The Stairs Co. · 2023
  12. 12
    Rjb Services Inc 401(K) Plan$61.2K
    Rjb Services Inc · 2023
  13. 13
    Heidrick Homes, Inc. 401k Profit Sharing Plan$56.2K
    Heidrick Homes, Inc. · 2023
  14. 14
    Spice Of Life & Variety Teas, Inc. Retirement Plan$42.7K
    Spice Of Life & Variety Teas, Inc. · 2023
  15. 15
    Lyman Mullinax & Weis Pa Employees' Profit Sharing Plan$0
    Lyman Mullinax & Weis Pa · 2023
  16. 16
    Kg Retreats Inc. Retirement Plan$0
    Kg Retreats Inc. · 2023
  17. 17
    The Western Carolina Community Action Employee Benefit Plannot reported in the loaded dataset
    Western Carolina Community Action · 2023
  18. 18
    Blue Ridge Community Health Services Inc. Health & Welfare Benefits Plannot reported in the loaded dataset
    Blue Ridge Community Health Services · 2023
  19. 19
    Carolina Village Employer Benefitsnot reported in the loaded dataset
    Carolina Village, Inc. · 2023
  20. 20
    Selee Corporation Employees Flexible Benefit Programnot reported in the loaded dataset
    Selee Corporation · 2023
  21. 21
    Hunter Corporation Health Plannot reported in the loaded dataset
    Hunter Corporation · 2023
  22. 22
    Hunter Corporation Dental And Vision Plannot reported in the loaded dataset
    Hunter Corporation · 2023
  23. 23
    Manual Woodworkers & Weavers Welfare Benefits Plannot reported in the loaded dataset
    Manual Woodworkers & Weavers, Inc. · 2023

Largest plans in Hendersonville → · Hendersonville plans by participants → · Hendersonville plans with financial data → · Hendersonville plans with provider compensation → · $1B+ plans in Hendersonville →

Related Form 5500 pages