Plan5500

Whitsett, 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, Whitsett, NC has 13 loaded benefit plan(s) reported by 7 plan sponsor(s), with $49,661,197 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
7
Latest filing year
2023

What stands out in Whitsett

  • 13 loaded plans hold $49.7M in reported assets across 7 sponsors.
  • The largest, Medi Usa, L.P. Profit Sharing 401(K) Plan, holds 45% of reported Whitsett plan assets.
  • Plans cover 2,461 participants — about 189 per plan.
  • 23% of loaded plans report full Schedule H/I financial statements.
  • 23% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$49.7MSummed across loaded plans$49,661,197
Total reported assets$49.7M$49,661,197
Total reported participants2.5K2,461
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$49.7M total assets
Net assets$49.7MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.9M
Total income / additions$11.7M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$4M
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements3 / 13 (23%)
Plans with provider compensation3 / 13 (23%)

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

Whitsett market comparison

Largest plan share of assets45%Medi Usa, L.P. Profit Sharing 401(K) Plan
Participants per plan189Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Whitsett

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

  1. 1
    Medi Usa, L.P. Profit Sharing 401(K) Plan$22.3M
    Medi Usa, Lp · 2023
  2. 2
    Machine Specialties Inc 401(K) Profit Sharing Plan & Trust$14.8M
    Machine Specialties, Inc. · 2023
  3. 3
    Qualicaps 401(K) Plan$12.5M
    Qualicaps, Inc. · 2023
  4. 4
    Ica Mid-Atlantic Vision Plannot reported in the loaded dataset
    Ica Mid-Atlantic · 2023
  5. 5
    Qualicaps Inc Welfare Benefits Plannot reported in the loaded dataset
    Qualicaps, Inc · 2023
  6. 6
    Medi Usa, Lp Welfare Benefit Plannot reported in the loaded dataset
    Medi Usa, Lp · 2023
  7. 7
    Sasser Companies, LLC Welfare Benefit Plannot reported in the loaded dataset
    Sasser Companies, LLC · 2023
  8. 8
    Zink Holdings Welfare Benefit Plannot reported in the loaded dataset
    Zink Holdings, LLC · 2023
  9. 9
    Machine Specialties, LLC Health & Welfare Plannot reported in the loaded dataset
    Machine Specialties, LLC · 2023
  10. 10
    Ica Mid-Atlantic Medical Plannot reported in the loaded dataset
    Ica Mid-Atlantic · 2023
  11. 11
    Prepac Manufacturing Us, LLC Welfare Plannot reported in the loaded dataset
    Prepac Manufacturing Us, LLC · 2023
  12. 12
    Ica Mid-Atlantic Welfare Benefit Plannot reported in the loaded dataset
    Ica Mid-Atlantic · 2023
  13. 13
    Ica Mid-Atlantic Dental Plannot reported in the loaded dataset
    Ica Mid-Atlantic · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Whitsett, NC?
13 plan(s) reported by 7 sponsor(s) are loaded for Whitsett, NC.

Related Form 5500 pages