Wilson, 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, Wilson, NC has 26 loaded benefit plan(s) reported by 15 plan sponsor(s), with $165,088,756 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $165,088,756
- Total reported liabilities (EOY)
- $20,556
- Total reported net assets (EOY)
- $165,068,200
Contributions & income
- Employer contributions
- $4,556,671
- Participant contributions
- $11,255,074
- Total income / additions
- $40,050,149
Expenses & distributions
- Benefits paid / distributions
- $14,691,361
- Total expenses
- $15,222,719
- Net increase / (decrease)
- $24,827,430
Coverage
- Total reported participants
- 8,851
- Plans with financial statements
- 11
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wilson, 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 |
|---|---|---|---|
| S.T. Wooten Corporation 401(K) Retirement Plan | S.T. Wooten Corporation | $64,145,138 | 2023 |
| Barton College Retirement Plan | Barton College | $26,929,017 | 2023 |
| Watson Electrical 401(K) Plan | Watson Electrical Construction Co., LLC | $23,092,797 | 2023 |
| Lee Motor Group Inc. Employees' 401(K) Plan | Lee Motor Group Inc. | $14,173,634 | 2023 |
| Vets Pets 401(K) Plan | Vets Pets | $12,871,123 | 2023 |
| Carolina Family Health Centers, Inc. 401k Plan | Carolina Family Health Centers, Inc. | $11,426,783 | 2023 |
| White'S Tractor & Truck 401(K) Retirement Plan | White/Herring Tractor And Truck, LLC | $8,931,230 | 2023 |
| Medical Eye Associates, Pa Retirement Plan | Medical Eye Associates, Pa | $3,254,431 | 2023 |
| Blake & Claudia Rhudy Ventures Inc. Retirement Plan | Blake & Claudia Rhudy Ventures Inc | $139,377 | 2023 |
| Tandt4life Inc. Retirement Plan | Tandt4life Inc. | $125,226 | 2023 |
| Nrt Ventures Inc 401(K) Plan | Nrt Ventures Inc | $0 | 2023 |
| Tobacco Rag Processors, Inc. Medical And Vision Plan | Tobacco Rag Processors, Inc. | not reported in the loaded dataset | 2023 |
| Tobacco Rag Processors, Inc. Dental Insurance Plan | Tobacco Rag Processors, Inc. | not reported in the loaded dataset | 2023 |
| Tobacco Rag Processors, Inc. Life Insurance Plan | Tobacco Rag Processors, Inc. | not reported in the loaded dataset | 2023 |
| Interim Healthcare-Morris Group Welfare Plan | Interim Healthcare-Morris Group, Inc. | not reported in the loaded dataset | 2023 |
| 3c Store Fixtures, Inc. Employee Welfare Plan | 3c Store Fixtures, Inc. | not reported in the loaded dataset | 2023 |
| Lee Motor Group Welfare Benefit Plan | Lee Motor Group, Inc. | not reported in the loaded dataset | 2023 |
| S T Wooten Employee Medical Plan | S.T. Wooten Corporation | not reported in the loaded dataset | 2023 |
| Carolina Family Health Center, Inc. Welfare Plans | Carolina Family Health Centers, Inc. | not reported in the loaded dataset | 2023 |
| S T Wooten Corporation Flexible Benefit Plan | S.T. Wooten Corporation | not reported in the loaded dataset | 2023 |
| Watson Electrical Construction Co. LLC Welfare Benefits Plan | Watson Electrical Construction Co., LLC | not reported in the loaded dataset | 2023 |
| Watson Electrical Construction Co. LLC Employee Benefit Program | Watson Electrical Construction Co., LLC | not reported in the loaded dataset | 2023 |
| Barton College Health And Welfare Plan | Barton College | not reported in the loaded dataset | 2023 |
| Filtereasy Health And Welfare Plans | Filtereasy, Inc. | not reported in the loaded dataset | 2023 |
| Herring Tractor & Truck | Herring Tractor & Truck | not reported in the loaded dataset | 2023 |
Largest plans in Wilson → · Wilson plans by participants → · Wilson plans with financial data → · Wilson plans with provider compensation → · $1B+ plans in Wilson →
Related Form 5500 pages
- All NC Form 5500 filings
- S.T. Wooten Corporation 401(K) Retirement Plan (plan 001)
- S.T. Wooten Corporation — all reported plans
- Barton College Retirement Plan (plan 001)
- Barton College — all reported plans
- Watson Electrical 401(K) Plan (plan 001)
- Watson Electrical Construction Co., LLC — all reported plans
- Lee Motor Group Inc. Employees' 401(K) Plan (plan 001)
- Lee Motor Group Inc. — all reported plans
- Vets Pets 401(K) Plan (plan 001)
- Vets Pets — all reported plans
- Carolina Family Health Centers, Inc. 401k Plan (plan 003)
- Carolina Family Health Centers, Inc. — all reported plans
- White'S Tractor & Truck 401(K) Retirement Plan (plan 001)
- White/Herring Tractor And Truck, LLC — all reported plans
- Medical Eye Associates, Pa Retirement Plan (plan 001)
- Medical Eye Associates, Pa — all reported plans
- Blake & Claudia Rhudy Ventures Inc. Retirement Plan (plan 001)
- Blake & Claudia Rhudy Ventures Inc — all reported plans
- Tandt4life Inc. Retirement Plan (plan 001)
- Tandt4life Inc. — all reported plans
- Nrt Ventures Inc 401(K) Plan (plan 001)
- Nrt Ventures Inc — all reported plans
- Tobacco Rag Processors, Inc. Medical And Vision Plan (plan 501)
- Tobacco Rag Processors, Inc. — all reported plans
- Tobacco Rag Processors, Inc. Dental Insurance Plan (plan 502)
- Tobacco Rag Processors, Inc. Life Insurance Plan (plan 503)
- Interim Healthcare-Morris Group Welfare Plan (plan 501)
- Interim Healthcare-Morris Group, Inc. — all reported plans
- Methodology
- Data sources