Aiken, SC 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, Aiken, SC has 29 loaded benefit plan(s) reported by 21 plan sponsor(s), with $10,419,089,167 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
21
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,419,089,167
Total reported liabilities (EOY)
$14,474,614
Total reported net assets (EOY)
$10,404,614,553

Contributions & income

Employer contributions
$127,657,406
Participant contributions
$114,158,750
Total income / additions
$1,396,149,044

Expenses & distributions

Benefits paid / distributions
$524,683,970
Total expenses
$569,874,410
Net increase / (decrease)
$826,274,634

Coverage

Total reported participants
50,721
Plans with financial statements
19
Plans with provider compensation
8

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

Largest loaded plans in Aiken, SC
PlanSponsorReported assets (EOY)Year
The Savannah River Nuclear Solutions, LLC Multiple Employer Pension PlanSavannah River Nuclear Solutions, LLC$3,899,009,4562023
Savannah River Nuclear Solutions, LLC Master TrustSavannah River Nuclear Solutions$3,874,009,4562023
The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSavannah River Nuclear Solutions Solutions, LLC$2,549,709,8402023
Agy Retirement Savings PlanAgy Holding Corp.$34,594,1572023
Aiken Electric Cooperative, Inc., Retiree Welfare Benefit PlanAiken Electric Cooperative, Inc.$24,599,9772023
Value Added Solutions, Inc. 401(K) PlanValue Added Solutions, Inc.$11,044,3192023
Tri-Development Center Of Aiken County 401(K) Retirement PlanTri-Development Center Of Aiken County$7,278,1602023
Customer Service Delivery Platform 401(K) Profit Sharing Plan And TrustCustomer Service Delivery Platform Corporation$5,780,2892023
Value Added Solutions, Inc. Employee Stock Ownership PlanValue Added Solutions, Inc.$3,574,0002023
Csra Renal Services LLC 401(K) PlanCsra Renal Services LLC$2,984,5602023
Hl Capital Inc 401(K) Profit Sharing Plan & TrustHl Capital Inc$2,738,3852023
Savannah River Mission Completion, LLC Pre-65 Retiree Health & Trust PlanSavannah River Mission Completion, LLC$1,056,6092023
Savannah River Nuclear Solutions Pre-65 Retiree Health PlanSavannah River Nuclear Solutions, LLC$992,6582023
James J. Bigl Consulting Services 401(K) PlanJames J. Bigl Consulting Services$611,2712023
D3e Tsc Retirement PlanD3e Tsc, Corp.$406,0492023
Topline Holdings Inc. Retirement PlanTopline Holdings Inc.$337,0312023
Kaigler & Brown Investment PlanKaigler & Brown Inc$164,3362023
Cold Creek Nurseries 401(K) PlanThe Topia Company$123,0492023
Robinson Group Holdings, Inc. 401(K) PlanRobinson Group Holdings, Inc.$75,5652023
Woodside Development Limited Partnership Employee Health And Welfare PlanWoodside Development Limited Partnershipnot reported in the loaded dataset2023
Woodside Development Limited Partnership Dental & Vision PlanWoodside Development Limited Partnershipnot reported in the loaded dataset2023
Woodside Development Limited Partnership Life & Disability PlansWoodside Development Limited Partnershipnot reported in the loaded dataset2023
Healthcare Plan Of Tri-Development Center Of Aiken County, Inc.Tri-Development Center Of Aiken Countynot reported in the loaded dataset2023
Savannah River Mission Completion LLC Health Care PlanSavannah River Mission Completion LLCnot reported in the loaded dataset2023
Battelle Savannah River Alliance, LLC Welfare Benefits PlanBattelle Savannah River Alliance, LLCnot reported in the loaded dataset2023

Related Form 5500 pages