Plan5500

Lexington, 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, Lexington, NC has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $18,623,244 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

What stands out in Lexington

  • 10 loaded plans hold $18.6M in reported assets across 9 sponsors.
  • The largest, Smith Companies Of Lexington, Inc. Retirement Savings Plan, holds 33% of reported Lexington plan assets.
  • Plans cover 1,016 participants — about 102 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.6MSummed across loaded plans$18,579,754
Total reported assets$18.6M$18,623,244
Total reported participants1K1,016
Total reported liabilities$163.5K$163,490

Reported net position

Reported assets = net assets + liabilities (summed)$18.6M total assets
Net assets$18.6MLiabilities$163.5K
Contributions & income
Employer contributions$399.4K
Participant contributions$554.7K
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.3M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation1 / 10 (10%)

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

Lexington market comparison

Largest plan share of assets33%Smith Companies Of Lexington, Inc. Retirement Savings Plan
Participants per plan102Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Lexington

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

  1. 1
    Smith Companies Of Lexington, Inc. Retirement Savings Plan$6.2M
    Smith Companies Of Lexington Inc. · 2023
  2. 2
    403(B) Thrift Plan For Hospice Of Davidson County, North Carolina, Inc.$5.6M
    Hospice Of Davidson County, No · 2023
  3. 3
    Smith Companies Of Lexington, Inc. Employee Stock Ownership Plan$5.1M
    Smith Companies Of Lexington, Inc. · 2023
  4. 4
    Providence Transportation Inc. 401(K) Plan$1.7M
    Providence Transportation Inc. · 2023
  5. 5
    Parched America Inc. 401(K) Plan$10K
    Parched America Inc. · 2023
  6. 6
    D. Sim Siceloff,Iii,Dds,Pa Profit Sharing Plan$0
    D. Sim Siceloff,Iii, Dds, Pa · 2023
  7. 7
    Wilcare Retirement Plan$0
    Wilcare Inc. · 2023
  8. 8
    National Equipment Dealers Texas Injury Benefit Plannot reported in the loaded dataset
    National Equipment Dealers LLC · 2023
  9. 9
    Egger Wood Products, LLC Employee Welfare Benefit Plannot reported in the loaded dataset
    Egger Wood Products, LLC · 2023
  10. 10
    Facility Logistic Services, Inc. Employee Benefits Plannot reported in the loaded dataset
    Facility Logistic Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lexington, NC?
10 plan(s) reported by 9 sponsor(s) are loaded for Lexington, NC.

Related Form 5500 pages