Monroe, 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, Monroe, NC has 48 loaded benefit plan(s) reported by 30 plan sponsor(s), with $300,256,810 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 48
- Plan sponsors
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $300,256,810
- Total reported liabilities (EOY)
- $30,183,309
- Total reported net assets (EOY)
- $270,073,501
Contributions & income
- Employer contributions
- $7,395,251
- Participant contributions
- $12,472,120
- Total income / additions
- $46,754,364
Expenses & distributions
- Benefits paid / distributions
- $18,623,621
- Total expenses
- $19,922,918
- Net increase / (decrease)
- $26,831,446
Coverage
- Total reported participants
- 8,826
- Plans with financial statements
- 28
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monroe, 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 |
|---|---|---|---|
| State Utility Contractors, Inc. Employee Stock Ownership Plan | State Utility Contractors, Inc. | $85,875,992 | 2023 |
| Goulston Technologies, Inc 401(K) & Defined Ctbn Retirement Svgs Plan | Goulston Technologies, Inc. | $30,187,800 | 2023 |
| Mcgee Brothers Co., Inc. 401(K) Retirement Plan | Mcgee Brothers Co., Inc. | $28,890,489 | 2023 |
| Greiner/Bio-One North America, Inc. 40(K) Profit Sharing Plan & Trust | Greiner Bio-One North America Inc. | $26,741,600 | 2023 |
| Republic Refrigeration, Inc. 401(K) Profit Sharing Plan | Republic Refrigeration, Inc. | $18,608,040 | 2023 |
| True Homes, LLC 401(K) Plan | True Homes, LLC | $18,412,451 | 2023 |
| State Utility Contractors, Inc. 401(K) Profit Sharing Plan | State Utility Contractors, Inc. | $15,164,515 | 2023 |
| Dellinger, Inc. 401(K) Savings Plan | Dellinger, Inc. | $11,918,947 | 2023 |
| Dellinger, Inc. Employee Stock Ownership Plan | Dellinger, Inc. | $11,641,000 | 2023 |
| Potter & Company, P.A. 401(K) Profit Sharing Plan | Potter & Company, P.A. | $8,209,793 | 2023 |
| Griffin Automotive Group, LLC 401(K) Plan | Griffin Automotive Group, LLC | $7,915,254 | 2023 |
| Carlson Environmental Consultants, Pc 401(K) Plan | Carlson Environmental Consultants, Pc | $6,010,612 | 2023 |
| Monarch Knitting Machinery Corporation 401(K) Plan | Monarch Knitting Machinery Corporation | $5,656,424 | 2023 |
| Monroe Hardware Company 401(K) Retirement And Profit Sharing Plan | Monroe Hardware Company | $4,627,190 | 2023 |
| Mint Hill Cabinets, Inc. Retirement Plan | Mint Hill Cabinets, Inc. | $4,247,896 | 2023 |
| Contractors Management Services LLC 401(K) Retirement Plan | Contractors Management Services LLC | $3,600,960 | 2023 |
| Darnel, Inc And Related Companies 401(K) Plan | Darnel Inc | $3,236,547 | 2023 |
| Piedt Enterprises, Inc. Retirement Plan | Piedt Enterprises, Inc. | $2,130,765 | 2023 |
| Union County Community Action Inc. 401(K) Plan | Union County Community Action Inc | $1,977,420 | 2023 |
| Imagination Technologies Employee Stock Ownership Plan | Image-I-Nation Technologies, Inc. | $1,732,347 | 2023 |
| Collins, Boike & Moore, P.A. 401(K) Profit Share | Collins, Boike & Moore, P. A. | $1,608,278 | 2023 |
| Romanelli Ventures Inc. Retirement Plan | Romanelli Ventures Inc. | $1,497,161 | 2023 |
| Rosehill Venture Management Inc. Retirement Plan | Rosehill Venture Management Inc. | $200,681 | 2023 |
| Powell Business Management, Inc. 401k Profit Sharing Plan | Powell Business Management, Inc. | $108,458 | 2023 |
| Kaligray Corp Inc. 401(K) Plan | Kaligray Corp Inc. | $56,164 | 2023 |
Largest plans in Monroe → · Monroe plans by participants → · Monroe plans with financial data → · Monroe plans with provider compensation → · $1B+ plans in Monroe →
Related Form 5500 pages
- All NC Form 5500 filings
- State Utility Contractors, Inc. Employee Stock Ownership Plan (plan 002)
- State Utility Contractors, Inc. — all reported plans
- Goulston Technologies, Inc 401(K) & Defined Ctbn Retirement Svgs Plan (plan 003)
- Goulston Technologies, Inc. — all reported plans
- Mcgee Brothers Co., Inc. 401(K) Retirement Plan (plan 001)
- Mcgee Brothers Co., Inc. — all reported plans
- Greiner/Bio-One North America, Inc. 40(K) Profit Sharing Plan & Trust (plan 001)
- Greiner Bio-One North America Inc. — all reported plans
- Republic Refrigeration, Inc. 401(K) Profit Sharing Plan (plan 001)
- Republic Refrigeration, Inc. — all reported plans
- True Homes, LLC 401(K) Plan (plan 001)
- True Homes, LLC — all reported plans
- State Utility Contractors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dellinger, Inc. 401(K) Savings Plan (plan 001)
- Dellinger, Inc. — all reported plans
- Dellinger, Inc. Employee Stock Ownership Plan (plan 002)
- Potter & Company, P.A. 401(K) Profit Sharing Plan (plan 001)
- Potter & Company, P.A. — all reported plans
- Griffin Automotive Group, LLC 401(K) Plan (plan 001)
- Griffin Automotive Group, LLC — all reported plans
- Carlson Environmental Consultants, Pc 401(K) Plan (plan 001)
- Carlson Environmental Consultants, Pc — all reported plans
- Monarch Knitting Machinery Corporation 401(K) Plan (plan 004)
- Monarch Knitting Machinery Corporation — all reported plans
- Monroe Hardware Company 401(K) Retirement And Profit Sharing Plan (plan 002)
- Monroe Hardware Company — all reported plans
- Mint Hill Cabinets, Inc. Retirement Plan (plan 001)
- Mint Hill Cabinets, Inc. — all reported plans
- Methodology
- Data sources