Plan5500

Valdese, 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, Valdese, NC has 8 loaded benefit plan(s) reported by 3 plan sponsor(s), with $100,088,352 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
3
Latest filing year
2023

What stands out in Valdese

  • 8 loaded plans hold $100.1M in reported assets across 3 sponsors.
  • The largest, Cv Industries, Inc. Employee Stock Ownership Plan, holds 63% of reported Valdese plan assets.
  • Plans cover 3,978 participants — about 497 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$83.8MSummed across loaded plans$83,835,260
Total reported assets$100.1M$100,088,352
Total reported participants4K3,978
Total reported liabilities$16.3M$16,253,092

Reported net position

Reported assets = net assets + liabilities (summed)$100.1M total assets
Net assets$83.8MLiabilities$16.3M
Contributions & income
Employer contributions$2.5M
Participant contributions$1.8M
Total income / additions$20.1M
Expenses & distributions
Benefits paid / distributions$7M
Total expenses$7.6M
Net increase / (decrease)$12.6M

Data coverage

Plans with financial statements4 / 8 (50%)
Plans with provider compensation2 / 8 (25%)

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

Valdese market comparison

Largest plan share of assets63%Cv Industries, Inc. Employee Stock Ownership Plan
Participants per plan497Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Valdese

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

  1. 1
    Cv Industries, Inc. Employee Stock Ownership Plan$62.8M
    Cv Industries, Inc. · 2023
  2. 2
    Cv Industries 401k Plan$30.1M
    Cv Industries · 2023
  3. 3
    Blue Ridge Waste, Inc. Retirement Plan$3.7M
    Blue Ridge Waste, Inc. · 2023
  4. 4
    Kellex Corporation 401(K) Plan$3.5M
    Kellex Corporation (Dba Kellex Seating) · 2023
  5. 5
    Cvi Health Care Plannot reported in the loaded dataset
    C.V. Industries, Inc. · 2023
  6. 6
    Kellex Corporation Health Plannot reported in the loaded dataset
    Kellex Corporation · 2023
  7. 7
    Cv Industries, Inc. Dental Plannot reported in the loaded dataset
    C.V. Industries, Inc. · 2023
  8. 8
    Cv Industries, Inc. Welfare Benefits Plannot reported in the loaded dataset
    C.V. Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages