Lexington, 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, Lexington, SC has 47 loaded benefit plan(s) reported by 38 plan sponsor(s), with $197,100,733 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 47
- Plan sponsors
- 38
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $197,100,733
- Total reported liabilities (EOY)
- $236,148
- Total reported net assets (EOY)
- $196,864,585
Contributions & income
- Employer contributions
- $16,187,397
- Participant contributions
- $19,787,543
- Total income / additions
- $68,472,687
Expenses & distributions
- Benefits paid / distributions
- $43,863,644
- Total expenses
- $45,094,931
- Net increase / (decrease)
- $23,377,756
Coverage
- Total reported participants
- 14,367
- Plans with financial statements
- 37
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lexington, 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 |
|---|---|---|---|
| Medical Services Of America, Inc. 401(K) Retirement Plan | Medical Services Of America, Inc. | $43,067,215 | 2023 |
| Signum 401 (K) Plan | Signum , LLC | $40,753,293 | 2023 |
| First Community Bank 401(K) Plan | First Community Bank | $30,868,417 | 2023 |
| Mid Carolina Electric Cooperative, Inc., Retiree Welfare Benefit Plan | Mid Carolina Electric Cooperative, Inc. | $20,693,961 | 2023 |
| Applegreen Us Retirement Plan | Applegreen Companies | $16,318,551 | 2023 |
| Epting Distributors, Inc. Employees' Retirement Savings Plan | Epting Distributors, Inc | $10,545,399 | 2023 |
| Opterra Solutions, Inc. 401(K) | Opterra Solutions, Inc. | $8,833,168 | 2023 |
| Centa Medical Group, P.A. 401(K) Profit Sharing Plan | Centa Medical Group, P.A. | $7,150,410 | 2023 |
| Hawley, LLC 401(K) Plan 001 | Hawley, LLC | $3,514,541 | 2023 |
| Sun Machinery Company, Inc Esop | Sun Machinery Company, Inc. | $2,882,674 | 2023 |
| Crandall Corporation 401(K) Retirement Plan | Crandall Corporation | $2,743,783 | 2023 |
| W.P. Law, Inc. Employee Stock Ownership Plan | W.P. Law, Inc. | $1,653,815 | 2023 |
| 401(K) Plan For The Employees Of Sorinex Exercise Equipment, Inc. | Sorinex Exercise Equipment, Inc. | $1,532,026 | 2023 |
| Fish Tank Enterprises Inc. Retirement Plan | Fish Tank Enterprises Inc. | $1,111,240 | 2023 |
| Elite Graphics, Inc. 401(K) Plan | Elite Graphics, Inc. | $783,286 | 2023 |
| The Grayson Group Inc. 401(K) Plan | The Grayson Group, Inc. | $691,849 | 2023 |
| Remington Properties, Inc. 401(K) Plan | Remington Properties, Inc. | $671,570 | 2023 |
| Jason Ford Holdings Inc. Retirement Plan | Jason Ford Holdings Inc. | $528,775 | 2023 |
| Stedman Group Retirement Plan | Stedman Group, Inc. | $499,307 | 2023 |
| Medical Services Of America, Inc. Employee Benefit Plan & Trust | Medical Services Of America, Inc. | $489,280 | 2023 |
| Ronato Inc. Retirement Plan | Ronato Inc. | $409,774 | 2023 |
| The Parker Family Agency Corporation 401(K) Plan | The Parker Family Agency Corporation | $266,198 | 2023 |
| Highway 58, Inc 401(K) Plan | Highway 58, Inc | $165,609 | 2023 |
| Lexington Tacos Inc. 401(K) Plan | Lexington Tacos Inc. | $158,330 | 2023 |
| Crandall Corporation Employee Benefit Plan Trust | Crandall Corporation | $155,378 | 2023 |
Largest plans in Lexington → · Lexington plans by participants → · Lexington plans with financial data → · Lexington plans with provider compensation → · $1B+ plans in Lexington →
Related Form 5500 pages
- All SC Form 5500 filings
- Medical Services Of America, Inc. 401(K) Retirement Plan (plan 001)
- Medical Services Of America, Inc. — all reported plans
- Signum 401 (K) Plan (plan 001)
- Signum , LLC — all reported plans
- First Community Bank 401(K) Plan (plan 001)
- First Community Bank — all reported plans
- Mid Carolina Electric Cooperative, Inc., Retiree Welfare Benefit Plan (plan 526)
- Mid Carolina Electric Cooperative, Inc. — all reported plans
- Applegreen Us Retirement Plan (plan 001)
- Applegreen Companies — all reported plans
- Epting Distributors, Inc. Employees' Retirement Savings Plan (plan 001)
- Epting Distributors, Inc — all reported plans
- Opterra Solutions, Inc. 401(K) (plan 001)
- Opterra Solutions, Inc. — all reported plans
- Centa Medical Group, P.A. 401(K) Profit Sharing Plan (plan 001)
- Centa Medical Group, P.A. — all reported plans
- Hawley, LLC 401(K) Plan 001 (plan 001)
- Hawley, LLC — all reported plans
- Sun Machinery Company, Inc Esop (plan 001)
- Sun Machinery Company, Inc. — all reported plans
- Crandall Corporation 401(K) Retirement Plan (plan 001)
- Crandall Corporation — all reported plans
- W.P. Law, Inc. Employee Stock Ownership Plan (plan 002)
- W.P. Law, Inc. — all reported plans
- 401(K) Plan For The Employees Of Sorinex Exercise Equipment, Inc. (plan 334)
- Sorinex Exercise Equipment, Inc. — all reported plans
- Fish Tank Enterprises Inc. Retirement Plan (plan 001)
- Fish Tank Enterprises Inc. — all reported plans
- Elite Graphics, Inc. 401(K) Plan (plan 001)
- Elite Graphics, Inc. — all reported plans
- Methodology
- Data sources