NC Form 5500 retirement and benefit plan filings
State 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, NC has 5,791 loaded benefit plan(s) reported by 3,863 plan sponsor(s), with $412,303,567,857 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5,791
- Plan sponsors
- 3,863
- Latest filing year
- 2023
What stands out in NC
- 5,791 loaded plans hold $412.3B in reported assets across 3,863 sponsors.
- The largest, The Bank Of America 401(K) Plan, holds 13% of reported NC plan assets.
- Plans cover 7,007,082 participants — about 1,210 per plan.
- 61% of loaded plans report full Schedule H/I financial statements.
- 34% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for NC 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.
Cities by loaded plan count
- Charlotte, NC — 1,074 plan(s)
- Raleigh, NC — 621 plan(s)
- Greensboro, NC — 330 plan(s)
- Durham, NC — 293 plan(s)
- Winston-Salem, NC — 211 plan(s)
- Cary, NC — 175 plan(s)
- Asheville, NC — 130 plan(s)
- Wilmington, NC — 114 plan(s)
- Morrisville, NC — 91 plan(s)
- Hickory, NC — 91 plan(s)
- Mooresville, NC — 80 plan(s)
- Chapel Hill, NC — 77 plan(s)
- Huntersville, NC — 75 plan(s)
- High Point, NC — 73 plan(s)
- Gastonia, NC — 60 plan(s)
NC market comparison
Largest loaded NC plans
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2Honeywell International Inc Employee Services Finance Mgmnt · Charlotte · 2023
- 3
- 4
- 5Honeywell International Inc · Charlotte · 2023
- 6
- 7
- 8Truist Financial Corporation · Charlotte · 2023
- 9
- 10Charter Communications, Inc. · Charlotte · 2023
- 11Nucor Corporation · Charlotte · 2023
- 12
- 13Charter Communications, Inc. · Charlotte · 2023
- 14
- 15Trane Technologies Company LLC · Davidson · 2023
Largest NC plans → · NC plans by participants → · NC plans with financial data → · NC plans with provider compensation → · $1B+ NC plans →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for NC?
- 5,791 plan(s) reported by 3,863 sponsor(s) are loaded for NC.
Related Form 5500 pages
- Charlotte, NC Form 5500 filings
- Raleigh, NC Form 5500 filings
- Greensboro, NC Form 5500 filings
- Durham, NC Form 5500 filings
- Winston-Salem, NC Form 5500 filings
- Cary, NC Form 5500 filings
- Asheville, NC Form 5500 filings
- Wilmington, NC Form 5500 filings
- Morrisville, NC Form 5500 filings
- Hickory, NC Form 5500 filings
- Mooresville, NC Form 5500 filings
- Chapel Hill, NC Form 5500 filings
- Huntersville, NC Form 5500 filings
- High Point, NC Form 5500 filings
- Gastonia, NC Form 5500 filings
- The Bank Of America 401(K) Plan (plan 003)
- Honeywell International Inc. Master Retirement Trust (plan 001)
- Honeywell Retirement Earnings Plan (plan 201)
- Honeywell 401(K) Plan (plan 302)
- Honeywell Savings And Ownership Plan Master Trust (plan 001)
- Truist Financial Corporation Pension Plan (plan 001)
- Duke Energy Retirement Savings Plan (plan 002)
- Truist Financial Corporation 401(K) Savings Plan (plan 003)
- The Duke University Faculty And Staff Retirement Plan (plan 001)
- Charter Communications, Inc. Defined Contribution Plans Master Trust (plan 101)
- Methodology
- Data sources