Plan5500

Greenwood, 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, Greenwood, SC has 19 loaded benefit plan(s) reported by 14 plan sponsor(s), with $299,029,198 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
14
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$299MSummed across loaded plans$299,011,278
Total reported assets$299M$299,029,198
Total reported participants5.3K5,283
Total reported liabilities$17.9K$17,920

Reported net position

Reported assets = net assets + liabilities (summed)$299M total assets
Net assets$299MLiabilities$17.9K
Contributions & income
Employer contributions$6.9M
Participant contributions$11.2M
Total income / additions$60.9M
Expenses & distributions
Benefits paid / distributions$20.4M
Total expenses$20.9M
Net increase / (decrease)$40M

Data coverage

Plans with financial statements11 / 19 (58%)
Plans with provider compensation8 / 19 (42%)

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

Greenwood market comparison

Largest plan share of assets40%Velux America LLC 401(K) Retirement Plan
Participants per plan278Average across loaded plans
Plan sponsors14
Ranked by reported assets

Largest loaded plans in Greenwood

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

  1. 1
    Velux America LLC 401(K) Retirement Plan$118.2M
    Velux America LLC · 2023
  2. 2
    403(B) Thrift Plan For Employees Of Greenwood Genetic Center$37.5M
    Greenwood Genetic Center · 2023
  3. 3
    Anesthesiology Of Greenwood, P.A. 401(K) Profit Sharing Plan$35.8M
    Anesthesiology Of Greenwood, P.A. · 2023
  4. 4
    Davis & Floyd, Inc. Profit Sharing Plan$29.6M
    Davis & Floyd, Inc · 2023
  5. 5
    Countybank 401(K) Plan$26M
    Countybank · 2023
  6. 6
    Gmi Holding, Inc. 401(K) Plan$25.3M
    Gmi Holding, Inc. · 2023
  7. 7
    Tax Deferred Annuity Plan For Employees Of Carolina Health Centers, Inc.$14.9M
    Carolina Health Centers, Inc. · 2023
  8. 8
    Wesley Commons 403(B) Retirement Savings Plan$9.1M
    Wesley Commons · 2023
  9. 9
    C2j Enterprises Inc. Retirement Plan$1.2M
    C2j Enterprises Inc. · 2023
  10. 10
    Kapperman Enterprises, Inc. Profit Sharing Plan$1.1M
    Kapperman Enterprises, Inc. · 2023
  11. 11
    Iawl Ventures, Inc. 401(K) Profit Sharing Plan$286.1K
    Iawl Ventures, Inc. · 2023
  12. 12
    Greenwood Genetic Center Cafeteria Plannot reported in the loaded dataset
    Greenwood Genetic Center · 2023
  13. 13
    Countybank Health And Welfare Plannot reported in the loaded dataset
    Countybank · 2023
  14. 14
    Davis & Floyd, Inc. Life And Disability Plannot reported in the loaded dataset
    Davis & Floyd, Inc. · 2023
  15. 15
    Wesley Commons Employee Benefits Plannot reported in the loaded dataset
    Wesley Commons · 2023
  16. 16
    Greenwood Fabricating And Plating, LLC 5500 Plannot reported in the loaded dataset
    Greenwood Fabricating And Plating, LLC · 2023
  17. 17
    Carolina Health Centers Employee Benefit Plansnot reported in the loaded dataset
    Carolina Health Centers, Inc. · 2023
  18. 18
    Greenwood Communities And Resorts, Inc. Employee Benefit Plannot reported in the loaded dataset
    Greenwood Communities And Resorts, Inc. · 2023
  19. 19
    Velux Greenwood LLC Health And Welfare Benefits Plannot reported in the loaded dataset
    Velux Greenwood LLC · 2023

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

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