Plan5500

Pelion, 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, Pelion, SC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,728,962 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Pelion

  • 2 loaded plans hold $11.7M in reported assets across 1 sponsors.
  • The largest, Walter P. Rawl & Sons, Inc. Retirement Plan, holds 100% of reported Pelion plan assets.
  • Plans cover 1,015 participants — about 508 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,723,669
Total reported assets$11.7M$11,728,962
Total reported participants1K1,015
Total reported liabilities$5.3K$5,293

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$5.3K
Contributions & income
Employer contributions$410.3K
Participant contributions$774.1K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$763.6K
Total expenses$833.1K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Pelion market comparison

Largest plan share of assets100%Walter P. Rawl & Sons, Inc. Retirement Plan
Participants per plan508Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pelion

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

  1. 1
    Walter P. Rawl & Sons, Inc. Retirement Plan$11.7M
    Walter P. Rawl & Sons, Inc. · 2023
  2. 2
    Walter P. Rawl & Sons, Inc. Health And Welfare Plannot reported in the loaded dataset
    Walter P. Rawl & Sons, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages