Mills River, 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, Mills River, NC has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $112,546,932 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$112.5MSummed across loaded plans$112,546,932
Total reported assets$112.5M$112,546,932
Total reported participants1.5K1,537
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$112.5M total assets
Net assets$112.5MLiabilities$0
Contributions & income
Employer contributions$3.6M
Participant contributions$4.2M
Total income / additions$28.9M
Expenses & distributions
Benefits paid / distributions$8.7M
Total expenses$8.8M
Net increase / (decrease)$20.1M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation3 / 6 (50%)

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

Mills River market comparison

Largest plan share of assets87%Upm Raflatac Retirement Savings Plan
Participants per plan256Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Mills River

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

  1. 1
    Upm Raflatac, Inc. · 2023
  2. 2
    Prince Group, Inc. · 2023
  3. 3
    Raumedic Inc. · 2023
  4. 4
    Asheville Dog Boarding, Inc. · 2023
  5. 5
    Stone Ridge Services Inc. · 2023
  6. 6
    Upm Raflatac, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Upm Raflatac, Inc. · 2023

Related Form 5500 pages