Plan5500

Tarboro, 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, Tarboro, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $594,720 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 Tarboro

  • 3 loaded plans hold $594.7K in reported assets across 3 sponsors.
  • The largest, Henderson Lumber Company, Inc., holds 100% of reported Tarboro plan assets.
  • Plans cover 412 participants — about 137 per plan.
  • 33% 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$594.7KSummed across loaded plans$594,720
Total reported assets$594.7K$594,720
Total reported participants412
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$594.7K total assets
Net assets$594.7KLiabilities—
Contributions & income
Employer contributions$16.2K
Participant contributionsNot reported
Total income / additions$64.2K
Expenses & distributions
Benefits paid / distributions$29.4K
Total expenses$29.4K
Net increase / (decrease)$34.8K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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

Tarboro market comparison

Largest plan share of assets100%Henderson Lumber Company, Inc.
Participants per plan137Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Tarboro

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

  1. 1
    Henderson Lumber Company, Inc.$594.7K
    Henderson Lumber Company, Inc. · 2023
  2. 2
    Hc Composites, LLC Health Benefits Plannot reported in the loaded dataset
    Hc Composites, LLC · 2023
  3. 3
    Ls Cable & System Health And Welfare Plannot reported in the loaded dataset
    Ls Cable & System U.S.A. Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages