Plan5500

Rocky Mount, 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, Rocky Mount, NC has 27 loaded benefit plan(s) reported by 15 plan sponsor(s), with $309,134,430 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
27
Plan sponsors
15
Latest filing year
2023

What stands out in Rocky Mount

  • 27 loaded plans hold $309.1M in reported assets across 15 sponsors.
  • The largest, Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan, holds 27% of reported Rocky Mount plan assets.
  • Plans cover 20,801 participants — about 770 per plan.
  • 41% of loaded plans report full Schedule H/I financial statements.
  • 37% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$308.9MSummed across loaded plans$308,879,928
Total reported assets$309.1M$309,134,430
Total reported participants20.8K20,801
Total reported liabilities$254.5K$254,502

Reported net position

Reported assets = net assets + liabilities (summed)$309.1M total assets
Net assets$308.9MLiabilities$254.5K
Contributions & income
Employer contributions$6.9M
Participant contributions$10M
Total income / additions$77.2M
Expenses & distributions
Benefits paid / distributions$33.6M
Total expenses$34.3M
Net increase / (decrease)$42.9M

Data coverage

Plans with financial statements11 / 27 (41%)
Plans with provider compensation10 / 27 (37%)

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

Rocky Mount market comparison

Largest plan share of assets27%Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan
Participants per plan770Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Rocky Mount

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

  1. 1
    Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan$84.6M
    Boice-Willis Clinic, P.A. · 2023
  2. 2
    Barnhill Contracting Co.Psp$69.7M
    Barnhill Contracting Company · 2023
  3. 3
    Boddie-Noell Enterprises, Inc. Savings And Employee Retirement Plan$59.8M
    Boddie-Noell Enterprises, Inc. · 2023
  4. 4
    Freedom Industries, Inc. Employee Stock Ownership Plan$33.8M
    Freedom Industries, Inc. · 2023
  5. 5
    North Carolina Wesleyan University Retirement Plan$26.5M
    North Carolina Wesleyan University · 2023
  6. 6
    Eagle Transport Corporation 401(K) Plan$23M
    Eagle Transport Corporation · 2023
  7. 7
    The Jay Group, Ltd. Retirement Savings Plan$4.8M
    The Jay Group, Ltd. · 2023
  8. 8
    Nottingham Company 401(K) Profit Sharing Plan & Trust$3.8M
    Nottingham Company · 2023
  9. 9
    Rocky Mount Eye Pa 401(K) Profit Sharing Plan & Trust$2.5M
    Rocky Mount Eye Pa · 2023
  10. 10
    George And Bev Incorporated 401k Profit Sharing Plan$346.4K
    George And Bev Incorporated · 2023
  11. 11
    Carolina Parcel Point Corporation 401(K) Plan$227.1K
    Carolina Parcel Point Corporation · 2023
  12. 12
    Group Health Plannot reported in the loaded dataset
    North Carolina Wesleyan University · 2023
  13. 13
    Group Long Term Disability Plannot reported in the loaded dataset
    North Carolina Wesleyan University · 2023
  14. 14
    Group Dental Plannot reported in the loaded dataset
    North Carolina Wesleyan University · 2023
  15. 15
    Group Vision Plannot reported in the loaded dataset
    North Carolina Wesleyan University · 2023
  16. 16
    Group Term Life Insurance, Group Dependent Life , Group Ad&D Insurancenot reported in the loaded dataset
    North Carolina Wesleyan University · 2023
  17. 17
    Boddie-Noell Enterprises, Inc. Group Insurance Plannot reported in the loaded dataset
    Boddie-Noell Enterprises, Inc. · 2023
  18. 18
    Boddie-Noell Enterprises, Inc. Severance Pay Plannot reported in the loaded dataset
    Boddie-Noell Enterprises, Inc. · 2023
  19. 19
    Boddie-Noell Enterprises, Inc. Management Long Term Care Programnot reported in the loaded dataset
    Boddie-Noell Enterprises, Inc. · 2023
  20. 20
    Barnhill Contracting Company Welfare Benefit Plannot reported in the loaded dataset
    Barnhill Contracting Company · 2023
  21. 21
    Trans Tech Energy, LLC Health And Welfare Plannot reported in the loaded dataset
    Trans-Tech Energy, LLC · 2023
  22. 22
    Boice-Willis Clinic, P.A. Employee Benefits Plannot reported in the loaded dataset
    Boice-Willis Clinic, P.A. · 2023
  23. 23
    First Carolina Management, Inc Employee Benefit Plannot reported in the loaded dataset
    First Carolina Management, Inc · 2023
  24. 24
    Trans-Tech Energy, LLC Health And Welfare Plannot reported in the loaded dataset
    Trans-Tech Energy, LLC · 2023
  25. 25
    The Jay Group Health And Welfare Plannot reported in the loaded dataset
    The Jay Group Ltd · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rocky Mount, NC?
27 plan(s) reported by 15 sponsor(s) are loaded for Rocky Mount, NC.

Related Form 5500 pages