Plan5500

Oak Ridge, 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, Oak Ridge, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,364,865 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Oak Ridge

  • 3 loaded plans hold $5.4M in reported assets across 3 sponsors.
  • The largest, Bank Of Oak Ridge Employee Stock Ownership Plan And Trust, holds 89% of reported Oak Ridge plan assets.
  • Plans cover 119 participants — about 40 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.4MSummed across loaded plans$5,364,865
Total reported assets$5.4M$5,364,865
Total reported participants119
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities$0
Contributions & income
Employer contributions$276K
Participant contributions$0
Total income / additions$175.6K
Expenses & distributions
Benefits paid / distributions$211.6K
Total expenses$246K
Net increase / (decrease)-$70.5K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Oak Ridge market comparison

Largest plan share of assets89%Bank Of Oak Ridge Employee Stock Ownership Plan And Trust
Participants per plan40Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Oak Ridge

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

  1. 1
    Bank Of Oak Ridge Employee Stock Ownership Plan And Trust$4.8M
    Bank Of Oak Ridge · 2023
  2. 2
    K&A Company, Inc. Retirement Plan$334.3K
    K&A Company, Inc. · 2023
  3. 3
    Blue Ghost Inc. 401k Profit Sharing Plan$276.7K
    Blue Ghost Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oak Ridge, NC?
3 plan(s) reported by 3 sponsor(s) are loaded for Oak Ridge, NC.

Related Form 5500 pages