Plan5500

Stanley, 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, Stanley, NC has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $52,682,701 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023

What stands out in Stanley

  • 8 loaded plans hold $52.7M in reported assets across 5 sponsors.
  • The largest, Blum, Inc. Employees 401(K) Plan, holds 87% of reported Stanley plan assets.
  • Plans cover 1,187 participants — about 148 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$52.7MSummed across loaded plans$52,682,701
Total reported assets$52.7M$52,682,701
Total reported participants1.2K1,187
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$52.7M total assets
Net assets$52.7MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$2.7M
Total income / additions$12.2M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$8.5M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation1 / 8 (13%)

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

Stanley market comparison

Largest plan share of assets87%Blum, Inc. Employees 401(K) Plan
Participants per plan148Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Stanley

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

  1. 1
    Blum, Inc. Employees 401(K) Plan$45.7M
    Blum, Inc. · 2023
  2. 2
    M.C. Schroeder Company, Inc. 401(K) Plan$4.8M
    M.C. Schroeder Company, Inc. · 2023
  3. 3
    Stanley Total Living Center Investment Plan$1.6M
    Stanley Total Living Center, Inc. · 2023
  4. 4
    Ready Home Care Services, Inc. 401(K) Plan$619.8K
    Ready Home Care Services, Inc. · 2023
  5. 5
    Charlotte Juice Co. Retirement Plan$0
    Charlotte Juice Co. · 2023
  6. 6
    Blum Inc Employee Flexible Spending Acct Plannot reported in the loaded dataset
    Blum, Inc. · 2023
  7. 7
    Blum, Inc. Employee Benefit Plannot reported in the loaded dataset
    Blum, Inc. · 2023
  8. 8
    Stanley Total Living Center, Inc. Managed Medicalnot reported in the loaded dataset
    Stanley Total Living Center, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages