Plan5500

Jacksonville, 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, Jacksonville, NC has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $94,363,095 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
11
Latest filing year
2023

What stands out in Jacksonville

  • 13 loaded plans hold $94.4M in reported assets across 11 sponsors.
  • The largest, Stanadyne LLC Savings Plus Plan, holds 51% of reported Jacksonville plan assets.
  • Plans cover 3,381 participants — about 260 per plan.
  • 85% of loaded plans report full Schedule H/I financial statements.
  • 46% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$89.2MSummed across loaded plans$89,186,137
Total reported assets$94.4M$94,363,095
Total reported participants3.4K3,381
Total reported liabilities$5.2M$5,176,958

Reported net position

Reported assets = net assets + liabilities (summed)$94.4M total assets
Net assets$89.2MLiabilities$5.2M
Contributions & income
Employer contributions$7.2M
Participant contributions$3M
Total income / additions$26.3M
Expenses & distributions
Benefits paid / distributions$19M
Total expenses$19.4M
Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements11 / 13 (85%)
Plans with provider compensation6 / 13 (46%)

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

Jacksonville market comparison

Largest plan share of assets51%Stanadyne LLC Savings Plus Plan
Participants per plan260Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Jacksonville

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

  1. 1
    Stanadyne LLC Savings Plus Plan$48.3M
    Stanadyne LLC · 2023
  2. 2
    Atlantic Medical Management, LLC 401(K) Profit Sharing Plan$17.9M
    Atlantic Medical Management, LLC · 2023
  3. 3
    W.T. Humphrey, Inc. 401(K) Profit Sharing Plan$14.1M
    W.T. Humphrey, Inc. · 2023
  4. 4
    Coastal Health & Welfare Plan$5.3M
    Coastal Enterprises Of Jacksonville, Inc · 2023
  5. 5
    Fischer, Richards & Walker, P.A. Employees' Profit Sharing Plan And Trust$4.9M
    Fischer, Richards & Walker, P.A. · 2023
  6. 6
    Platinum Corral, LLC 401(K) Plan$2.4M
    Platinum Corral, LLC · 2023
  7. 7
    Coastal Enterprises Of Jacksonville Inc Insurance And Health Reimbursement Plan$724.4K
    Coastal Enterprises Of Jacksonville Inc · 2023
  8. 8
    Veronica Taylor-Williams, Md, Dds, Pa 401(K) Profit Sharing$258.4K
    Veronica Taylor-Williams, Md, Dds, Pa · 2023
  9. 9
    Lavigne Enterprises, Inc. 401(K) Plan$191.7K
    Lavigne Enterprises, Inc. · 2023
  10. 10
    Suelo Santo Inc Solo 401k$137.4K
    Suelo Santo Inc. · 2023
  11. 11
    Emmett M. Jones, D.D.S., P.A. 401(K) Profit Sharing Plan$0
    Emmett M. Jones, D.D.S., P.A. · 2023
  12. 12
    Ad&D Plan For Employees Of Marine Federal Credit Unionnot reported in the loaded dataset
    Marine Federal Credit Union · 2023
  13. 13
    Group Life & Health Plan For Employees Of Marine Federal Credit Unionnot reported in the loaded dataset
    Marine Federal Credit Union · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Jacksonville, NC?
13 plan(s) reported by 11 sponsor(s) are loaded for Jacksonville, NC.

Related Form 5500 pages