Statesville, 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, Statesville, NC has 39 loaded benefit plan(s) reported by 29 plan sponsor(s), with $339,605,880 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $339,605,880
- Total reported liabilities (EOY)
- $491
- Total reported net assets (EOY)
- $339,605,389
Contributions & income
- Employer contributions
- $11,768,079
- Participant contributions
- $15,837,255
- Total income / additions
- $94,399,222
Expenses & distributions
- Benefits paid / distributions
- $32,650,028
- Total expenses
- $33,355,842
- Net increase / (decrease)
- $61,043,380
Coverage
- Total reported participants
- 9,362
- Plans with financial statements
- 26
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Statesville, 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 |
|---|---|---|---|
| Piedmont Healthcare Employees' 401k Plan And Trust | Piedmont Healthcare, P.A. | $164,123,483 | 2023 |
| 401(K) Incentive Savings Plan For Salaried And Hourly Employees Of Kewaunee Scientific Corporation | Kewaunee Scientific Corp. | $45,698,477 | 2023 |
| Engage2excel Inc. 401(K) Profit Sharing Plan | Engage2excel Inc. | $45,182,883 | 2023 |
| J.C. Steele & Sons,Inc Profit Sharing And Retirement Savings Plan | J.C. Steele And Sons, Inc. | $26,885,154 | 2023 |
| Badger Sportswear, LLC 401(K) Retirement Savings Plan | Badger Sportswear, LLC | $17,130,210 | 2023 |
| Speedball Art Products Company, LLC 401(K) Plan | Speedball Art Products, LLC | $10,071,662 | 2023 |
| Mccombs Steel Company, Inc. 401(K) Profit Sharing Plan | Mccombs Steel Company, Inc. | $5,927,394 | 2023 |
| Retirement Plan For Hospice Of Iredell County | Hospice Of Iredell County, Inc. | $5,702,431 | 2023 |
| Chesapeake Containment Systems 401(K) Plan | Chesapeake Containment Systems, Inc. | $5,031,100 | 2023 |
| Yanjan Usa LLC, 401k Plan | Yanjan Usa LLC | $3,049,972 | 2023 |
| Lake Norman Security Patrol In 401(K) Profit Sharing Plan & Trust | Lake Norman Security Patrol In | $2,826,236 | 2023 |
| Smart Metals Recycling LLC 401(K) Profit Sharing Plan & Trust | Smart Metals Recycling LLC | $2,524,492 | 2023 |
| Southeast Tubular Products, Inc. 401(K) Plan | Southeast Tubular Products, Inc. | $2,045,402 | 2023 |
| Lake Norman Art And Woodcraft Supplies Inc. Retirement Plan | Lake Norman Art And Woodcraft Supplies, Inc. | $605,111 | 2023 |
| Jsc Crew, Inc. 401(K) Profit Sharing Plan | Jsc Crew, Inc. | $564,681 | 2023 |
| Coffey, Lovins & Company 401k Profit Sharing Plan | Coffey, Lovins & Company, Pllc | $517,905 | 2023 |
| Front Porch Enterprises, Inc. Retirement Plan | Front Porch Enterprises, Inc. | $473,066 | 2023 |
| John Woodie Enterprises Inc. Profit Sharing Plan | John Woodie Enterprises Inc. | $403,528 | 2023 |
| Ronald Scott Properties Inc. 401(K) Plan | Ronald Scott Properties Inc. | $287,069 | 2023 |
| Amer & Associates Retirement Plan | Amer & Associates, Inc. | $201,851 | 2023 |
| Eco Harmony Development Corporation 401k Plan | Eco Harmony Development Corporation | $153,808 | 2023 |
| Farnsworth Hospitality Retirement Plan | Farnsworth Hospitality, Inc. | $130,449 | 2023 |
| Engineered Materials Inc. 401k Profit Sharing Plan | Engineered Materials Inc. | $69,516 | 2023 |
| Asmo North Carolina Employees' Savings And | Asmo North Carolina, Inc. | $0 | 2023 |
| Re-Established Retirement Plan For Hourly Employees Of Kewaunee Scientific Corporation | Kewaunee Scientific Corp. | $0 | 2023 |
Largest plans in Statesville → · Statesville plans by participants → · Statesville plans with financial data → · Statesville plans with provider compensation → · $1B+ plans in Statesville →
Related Form 5500 pages
- All NC Form 5500 filings
- Piedmont Healthcare Employees' 401k Plan And Trust (plan 001)
- Piedmont Healthcare, P.A. — all reported plans
- 401(K) Incentive Savings Plan For Salaried And Hourly Employees Of Kewaunee Scientific Corporation (plan 006)
- Kewaunee Scientific Corp. — all reported plans
- Engage2excel Inc. 401(K) Profit Sharing Plan (plan 001)
- Engage2excel Inc. — all reported plans
- J.C. Steele & Sons,Inc Profit Sharing And Retirement Savings Plan (plan 002)
- J.C. Steele And Sons, Inc. — all reported plans
- Badger Sportswear, LLC 401(K) Retirement Savings Plan (plan 001)
- Badger Sportswear, LLC — all reported plans
- Speedball Art Products Company, LLC 401(K) Plan (plan 001)
- Speedball Art Products, LLC — all reported plans
- Mccombs Steel Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mccombs Steel Company, Inc. — all reported plans
- Retirement Plan For Hospice Of Iredell County (plan 001)
- Hospice Of Iredell County, Inc. — all reported plans
- Chesapeake Containment Systems 401(K) Plan (plan 001)
- Chesapeake Containment Systems, Inc. — all reported plans
- Yanjan Usa LLC, 401k Plan (plan 001)
- Yanjan Usa LLC — all reported plans
- Lake Norman Security Patrol In 401(K) Profit Sharing Plan & Trust (plan 001)
- Lake Norman Security Patrol In — all reported plans
- Smart Metals Recycling LLC 401(K) Profit Sharing Plan & Trust (plan 002)
- Smart Metals Recycling LLC — all reported plans
- Southeast Tubular Products, Inc. 401(K) Plan (plan 001)
- Southeast Tubular Products, Inc. — all reported plans
- Lake Norman Art And Woodcraft Supplies Inc. Retirement Plan (plan 001)
- Lake Norman Art And Woodcraft Supplies, Inc. — all reported plans
- Jsc Crew, Inc. 401(K) Profit Sharing Plan (plan 001)
- Jsc Crew, Inc. — all reported plans
- Methodology
- Data sources