Plan5500

Washington, 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, Washington, NC has 18 loaded benefit plan(s) reported by 15 plan sponsor(s), with $53,209,011 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
15
Latest filing year
2023

What stands out in Washington

  • 18 loaded plans hold $53.2M in reported assets across 15 sponsors.
  • The largest, St Engineering Hackney 401k Ret Plan, holds 40% of reported Washington plan assets.
  • Plans cover 3,307 participants — about 184 per plan.
  • 78% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.4MSummed across loaded plans$42,396,144
Total reported assets$53.2M$53,209,011
Total reported participants3.3K3,307
Total reported liabilities$10.8M$10,811,948

Reported net position

Reported assets = net assets + liabilities (summed)$53.2M total assets
Net assets$42.4MLiabilities$10.8M
Contributions & income
Employer contributions$1.3M
Participant contributions$2.1M
Total income / additions$13.9M
Expenses & distributions
Benefits paid / distributions$5.4M
Total expenses$5.8M
Net increase / (decrease)$8.2M

Data coverage

Plans with financial statements14 / 18 (78%)
Plans with provider compensation4 / 18 (22%)

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

Washington market comparison

Largest plan share of assets40%St Engineering Hackney 401k Ret Plan
Participants per plan184Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Washington

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

  1. 1
    St Engineering Hackney 401k Ret Plan$21.4M
    St Engineering Hackney, Inc · 2023
  2. 2
    National Spinning Co., Inc. 401(K) Plan$7.8M
    National Spinning Co., Inc. · 2023
  3. 3
    Spinrite Services Inc 401(K) Profit Sharing Plan & Trust$7M
    Spinrite Services Inc · 2023
  4. 4
    National Spinning Co., Inc. Employee Stock Ownership Plan$6.1M
    National Spinning Co., Inc. · 2023
  5. 5
    Jeffery L Rumley Dds Pa Employees' 401(K) Profit Sharing Plan$4M
    Jeffery L Rumley Dds Pa · 2023
  6. 6
    Starcraft LLC 401(K) Plan$2.7M
    Starcraft LLC · 2023
  7. 7
    Bradford Williams Jackson, Dds, Pa 401(K) Retirement Plan$1.7M
    Bradford Williams Jackson Dds Pa · 2023
  8. 8
    Keech & Company Pa Employees' 401(K) Profit Sharing Plan & Trust$1.5M
    Keech & Company Pa · 2023
  9. 9
    Mjm Yachts, LLC 401(K) Profit Sharing Plan & Trust$550.8K
    Mjm Yachts LLC · 2023
  10. 10
    Buddy'S Garage Inc Employees' 401(K) Profit Sharing Plan & Trust$248.8K
    Buddy'S Garage Inc · 2023
  11. 11
    Charles M Phillips 401(K) Plan And Trust$187.7K
    Charles M Phillips · 2023
  12. 12
    Zeno L Edwards, Iii, Dds Pa Profit Sharing & Retirement Plan$47.5K
    Zeno L Edwards, Iii, Dds Pa · 2023
  13. 13
    William F Jackson Jr Dds Pa Profit Sharing Plan$10.4K
    William F Jackson Jr Dds Pa · 2023
  14. 14
    Jtrp, Inc. 401(K) Plan$919
    Jtrp Inc. · 2023
  15. 15
    National Spinning Co., Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    National Spinning Co., Inc. · 2023
  16. 16
    Spinrite Health & Welfare Programnot reported in the loaded dataset
    Spinrite Intermediate Holdings, Inc. · 2023
  17. 17
    Seolta Holdings, LLC Health And Welfare Plannot reported in the loaded dataset
    Seolta Holdings, LLC · 2023
  18. 18
    St Hackney Inc Employee Welfare Plannot reported in the loaded dataset
    St Hackney Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Washington, NC?
18 plan(s) reported by 15 sponsor(s) are loaded for Washington, NC.

Related Form 5500 pages