Spartanburg, 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, Spartanburg, SC has 110 loaded benefit plan(s) reported by 67 plan sponsor(s), with $2,755,804,636 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
110
Plan sponsors
67
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,755,804,636
Total reported liabilities (EOY)
$373,448
Total reported net assets (EOY)
$2,755,340,383

Contributions & income

Employer contributions
$65,258,437
Participant contributions
$118,258,463
Total income / additions
$619,262,710

Expenses & distributions

Benefits paid / distributions
$297,211,595
Total expenses
$301,620,171
Net increase / (decrease)
$317,642,539

Coverage

Total reported participants
92,877
Plans with financial statements
58
Plans with provider compensation
53

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

Largest loaded plans in Spartanburg, SC
PlanSponsorReported assets (EOY)Year
The Milliken Retirement PlanMilliken & Company$1,261,180,3322023
Apella Health Management, Inc. Retirement Savings PlanApella Health Management, Inc.$126,555,9832023
Redsail Technologies, LLC Retirement Savings PlanRedsail Technologies, LLC$117,068,0752023
Security 401(K) Profit-Sharing And Savings PlanSecurity Finance Corporation Of Spartanburg$102,217,3772023
J M Smith Corporation Profit Sharing And 401(K) PlanJ M Smith Corporation$99,686,4912023
Wofford College Defined Contribution Retirement PlanWofford College$96,435,3332023
Palmetto Association Of Independent Schools Multiple Employer PlanThe Governing Committe Of The Palmetto Association Of Independent Scho$85,335,9712023
Denny'S 401(K) PlanDenny'S, Inc.$82,823,1532023
Tindall Savings And Profit Sharing PlanTindall Corporation$81,912,1712023
Mobile Communications America, Inc. 401(K) PlanMobile Communications America, Inc.$55,681,0222023
Auriga Polymers Inc. Employees' Savings PlanAuriga Polymers Inc.$55,600,2402023
Converse University Defined Contribution Retirement PlanConverse University$43,254,0362023
Contec, Inc. 401(K) Profit Sharing PlanContec, Inc.$41,312,0222023
Advance America, Cash Advance Centers, Inc. Retirement Savings 401(K) PlanAdvance America Cash Advance Centers Inc$34,270,9922023
Oto Development 401k PlanOto Development, LLC$33,022,9432023
Cardiology Consultants, P.A. Profit Sharing Plan And TrustCardiology Consultants, P.A.$30,673,1882023
Tietex International, Ltd., 401(K) Retirement Savings PlanTietex International Ltd$28,059,1572023
Merit Distribution Group 401(K) PlanThe Merit Distribution Group, LLC$27,382,0412023
White Oak Management, Inc. Retirement PlanWhite Oak Management, Inc.$25,527,7122023
Jda 401k PlanJohnson Development Associates, Inc.$23,774,5262023
American Credit Acceptance, LLC 401(K) PlanAmerican Credit Acceptance, LLC$22,383,5922023
William Barnet & Son, LLC Employees' 401(K) Savings PlanWilliam Barnet & Son, LLC$21,765,9012023
Polydeck Screen Corporation 401(K) PlanPolydeck Screen Corporation$20,951,1892023
Spartanburg Day School Defined Contribution Retirement PlanSpartanburg Day School$17,616,7742023
Carolina Orthopeadic & Neurosurgical Associates, P.A. 401(K) Profit Sharing Plan & TrustCarolina Orthopaedic And Neurosurgical Associates, P.A.$17,257,4202023

Related Form 5500 pages