Charleston, 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, Charleston, SC has 155 loaded benefit plan(s) reported by 117 plan sponsor(s), with $4,478,264,230 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 155
- Plan sponsors
- 117
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,478,264,230
- Total reported liabilities (EOY)
- $34,619,498
- Total reported net assets (EOY)
- $4,443,644,732
Contributions & income
- Employer contributions
- $173,483,123
- Participant contributions
- $210,651,518
- Total income / additions
- $1,069,621,011
Expenses & distributions
- Benefits paid / distributions
- $405,300,498
- Total expenses
- $419,206,274
- Net increase / (decrease)
- $650,414,737
Coverage
- Total reported participants
- 110,477
- Plans with financial statements
- 98
- Plans with provider compensation
- 62
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charleston, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sonepar Usa 401 (K) Plan | Sonepar Management Us, Inc | $1,037,116,403 | 2023 |
| Uma Retirement Plan | University Medical Associates Of The Medical University Of S.C. | $756,341,776 | 2023 |
| Roper St. Francis Healthcare 403(B) Plan | Roper St. Francis Healthcare | $583,309,557 | 2023 |
| Waterfront Employers - Ila Pension Plan | Board Of Trustees Waterfront Employers - Ila Pension Plan | $481,971,909 | 2023 |
| Blackbaud Retirement Savings Plan | Blackbaud, Inc. | $473,615,269 | 2023 |
| Astenjohnson Retirement Savings Plan | Astenjohnson, Inc. | $157,092,480 | 2023 |
| Uma Supplemental 403(B) Plan | University Medical Associates Of The Medical Univ. Of South Carolina | $129,638,774 | 2023 |
| Ls3p 401(K) Plan | Ls3p Associates Ltd. | $59,241,053 | 2023 |
| Evening Post Publishing, Inc. Employee Retirement Plan | Evening Post Publishing, Inc. | $51,492,019 | 2023 |
| Porter-Gaud School Defined Contribution Retirement Plan | Porter-Gaud School | $51,075,431 | 2023 |
| Musc Health Partners 401(K) Plan | Musc Health Partners | $45,520,570 | 2023 |
| Charleston Ent Associates, LLC Profit Sharing Plan | Charleston Ent Associates, LLC | $41,849,676 | 2023 |
| The Gel Group, Inc. 401(K) Plan | The Gel Group, Inc. | $36,348,742 | 2023 |
| The Beach Company Employees' 401(K) Plan | The Beach Company | $29,974,970 | 2023 |
| Orbis 401(K) Retirement Plan | Orbis Sibro, Inc. | $25,041,134 | 2023 |
| Charleston Oncology, Pa 401(K) Profit Sharing Plan | Charleston Oncology, P.A. | $24,428,266 | 2023 |
| Beemok Capital LLC Plan | Beemok Capital LLC | $24,239,936 | 2023 |
| Clement Rivers, Llp Profit Sharing And Salary Deferred Plan | Clement Rivers, Llp | $21,714,553 | 2023 |
| Peoplease LLC Plc Services, LLC 401(K) Plan | Peoplease LLC | $21,598,770 | 2023 |
| Uricchio, Howe & Krell, P. A. Profit Sharing Plan | Uricchio, Howe & Krell, P.A. | $19,799,364 | 2023 |
| Southern Diversified Distributors, Inc. 401k | Southern Diversified Distributors, Inc. | $17,989,270 | 2023 |
| Clawson & Staubes, LLC 401(K) Plan | Clawson & Staubes, LLC | $17,763,311 | 2023 |
| Carolina Eastern, Inc. 401(K) Plan | Carolina Eastern Incorporated | $17,601,661 | 2023 |
| Waterfront Employers-I.L.A. Welfare Plan | Board Of Trustees, Waterfront Employers -I.L.A. Welfare Plan | $15,378,560 | 2023 |
| Technica LLC 401(K) Plan | Technica LLC | $14,919,531 | 2023 |
Largest plans in Charleston → · Charleston plans by participants → · Charleston plans with financial data → · Charleston plans with provider compensation → · $1B+ plans in Charleston →
Related Form 5500 pages
- All SC Form 5500 filings
- Sonepar Usa 401 (K) Plan (plan 001)
- Sonepar Management Us, Inc — all reported plans
- Uma Retirement Plan (plan 001)
- University Medical Associates Of The Medical University Of S.C. — all reported plans
- Roper St. Francis Healthcare 403(B) Plan (plan 003)
- Roper St. Francis Healthcare — all reported plans
- Waterfront Employers - Ila Pension Plan (plan 001)
- Board Of Trustees Waterfront Employers - Ila Pension Plan — all reported plans
- Blackbaud Retirement Savings Plan (plan 001)
- Blackbaud, Inc. — all reported plans
- Astenjohnson Retirement Savings Plan (plan 004)
- Astenjohnson, Inc. — all reported plans
- Uma Supplemental 403(B) Plan (plan 002)
- Ls3p 401(K) Plan (plan 001)
- Ls3p Associates Ltd. — all reported plans
- Evening Post Publishing, Inc. Employee Retirement Plan (plan 002)
- Evening Post Publishing, Inc. — all reported plans
- Porter-Gaud School Defined Contribution Retirement Plan (plan 001)
- Porter-Gaud School — all reported plans
- Musc Health Partners 401(K) Plan (plan 001)
- Musc Health Partners — all reported plans
- Charleston Ent Associates, LLC Profit Sharing Plan (plan 001)
- Charleston Ent Associates, LLC — all reported plans
- The Gel Group, Inc. 401(K) Plan (plan 001)
- The Gel Group, Inc. — all reported plans
- The Beach Company Employees' 401(K) Plan (plan 001)
- The Beach Company — all reported plans
- Orbis 401(K) Retirement Plan (plan 001)
- Orbis Sibro, Inc. — all reported plans
- Methodology
- Data sources