Plan5500

Bamberg, 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, Bamberg, SC has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $13,276,588 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Bamberg

  • 3 loaded plans hold $13.3M in reported assets across 1 sponsors.
  • The largest, Specialty Washer Co. Profit Sharing 401(K) Plan, holds 100% of reported Bamberg plan assets.
  • Plans cover 364 participants — about 121 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.3MSummed across loaded plans$13,276,588
Total reported assets$13.3M$13,276,588
Total reported participants364
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.3M total assets
Net assets$13.3MLiabilities$0
Contributions & income
Employer contributions$323.1K
Participant contributions$499.7K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$549.2K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Computed from loaded plans

Bamberg market comparison

Largest plan share of assets100%Specialty Washer Co. Profit Sharing 401(K) Plan
Participants per plan121Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bamberg

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

  1. 1
    Specialty Washer Co. Profit Sharing 401(K) Plan$13.3M
    Specialty Washer Co. Of Sc, Inc. · 2023
  2. 2
    Specialty Washer Co. Of South Carolina, Inc. Health Benefit Plannot reported in the loaded dataset
    Specialty Washer Co. Of South Carolina, Inc. · 2023
  3. 3
    Specialty Washer Co. Of South Carolina, Inc. Ancillary Benefits Plannot reported in the loaded dataset
    Specialty Washer Co. Of South Carolina, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bamberg, SC?
3 plan(s) reported by 1 sponsor(s) are loaded for Bamberg, SC.

Related Form 5500 pages