Plan5500

Winterville, 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, Winterville, NC has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $16,181,153 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Winterville

  • 5 loaded plans hold $16.2M in reported assets across 4 sponsors.
  • The largest, The Roberts Company 401(K) Retirement Plan, holds 68% of reported Winterville plan assets.
  • Plans cover 745 participants — about 149 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.2MSummed across loaded plans$16,181,153
Total reported assets$16.2M$16,181,153
Total reported participants745
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.2M total assets
Net assets$16.2MLiabilities$0
Contributions & income
Employer contributions$547.5K
Participant contributions$1.1M
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Winterville market comparison

Largest plan share of assets68%The Roberts Company 401(K) Retirement Plan
Participants per plan149Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Winterville

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

  1. 1
    The Roberts Company 401(K) Retirement Plan$11.1M
    Trc Acquisition, LLC · 2023
  2. 2
    The Online Information Services 401(K) Plan$4.7M
    Online Information Services · 2023
  3. 3
    Fun With Birds Inc 401(K) Plan$374K
    Fun With Birds Inc · 2023
  4. 4
    Benbenet, Inc. 401k Profit Sharing Plan$23.9K
    Benbenet, Inc. · 2023
  5. 5
    The Roberts Company Health And Welfare Plannot reported in the loaded dataset
    Trc Acquisition, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winterville, NC?
5 plan(s) reported by 4 sponsor(s) are loaded for Winterville, NC.

Related Form 5500 pages