Plan5500

Siler City, 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, Siler City, NC has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,073,185 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Siler City

  • 5 loaded plans hold $4.1M in reported assets across 4 sponsors.
  • The largest, Brookwood Farms, Inc. Profit Sharing Plan, holds 91% of reported Siler City plan assets.
  • Plans cover 406 participants — about 81 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,073,185
Total reported assets$4.1M$4,073,185
Total reported participants406
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$0
Contributions & income
Employer contributions$187.4K
Participant contributions$72.5K
Total income / additions$680.5K
Expenses & distributions
Benefits paid / distributions$51K
Total expenses$86.7K
Net increase / (decrease)$593.7K

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Siler City market comparison

Largest plan share of assets91%Brookwood Farms, Inc. Profit Sharing Plan
Participants per plan81Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Siler City

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

  1. 1
    Brookwood Farms, Inc. Profit Sharing Plan$3.7M
    Brookwood Farms, Inc · 2023
  2. 2
    Sunrise Home Care Inc 401(K) Profit Sharing & Trust$263.9K
    Sunrise Home Care Inc · 2023
  3. 3
    Proptnc LLC 401(K) Profit Sharing Plan & Trust$113.4K
    Proptnc LLC · 2023
  4. 4
    Marsh Auto Parts Inc Employee Benefit Plannot reported in the loaded dataset
    Marsh Auto Parts Inc · 2023
  5. 5
    Brookwood Farms Employee Welfare Plannot reported in the loaded dataset
    Brookwood Farms, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Siler City, NC?
5 plan(s) reported by 4 sponsor(s) are loaded for Siler City, NC.

Related Form 5500 pages