Boone, NC 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, Boone, NC has 18 loaded benefit plan(s) reported by 13 plan sponsor(s), with $306,126,805 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $306,126,805
- Total reported liabilities (EOY)
- $131,552
- Total reported net assets (EOY)
- $306,006,716
Contributions & income
- Employer contributions
- $11,005,054
- Participant contributions
- $11,677,136
- Total income / additions
- $61,292,964
Expenses & distributions
- Benefits paid / distributions
- $19,137,892
- Total expenses
- $19,905,739
- Net increase / (decrease)
- $41,387,225
Coverage
- Total reported participants
- 10,097
- Plans with financial statements
- 11
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Boone, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Samaritan'S Purse 401(K) Retirement Plan | Samaritan'S Purse | $153,929,430 | 2023 |
| Appalachian Regional Healthcare System 403(B) Retirement Savings Plan | Appalachian Regional Healthcare System | $106,579,076 | 2023 |
| Appalachian Regional Healthcare System Frozen Retirement Savings Plan | Appalachian Regional Healthcare System | $11,861,518 | 2023 |
| Ecr Software Corporation 401(K) Psp And Trust | Ecr Software Corporation | $11,711,441 | 2023 |
| Boone Drugs, Inc. Savings Plus Plan | Boone Drugs, Inc. | $10,419,072 | 2023 |
| Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan | Tar Heel Capital Corporation No. 2 | $7,868,379 | 2023 |
| Dewey Wright Well & Pump Co Inc Profit Sharing Pla | Dewey Wright Well & Pump Co Inc | $1,992,151 | 2023 |
| Blue Ridge Ear, Nose & Throat, Inc. Profit Sharing Plan | Blue Ridge Ear, Nose & Throat, Inc. | $1,440,993 | 2023 |
| Hollar & Greene Produce Company, Inc Employee Benefit Plan | Hollar & Greene Produce Company, Inc | $255,145 | 2023 |
| Reb Investments Inc 401(K) Plan | Reb Investments Inc | $64,980 | 2023 |
| Boone Crisis Pregnancy Center, Inc. Retirement Savings Plan | Boone Crisis Pregnancy Center, Inc. | $4,620 | 2023 |
| High Country Community Health Wrap Benefit Plan | High Country Community Health Inc. | not reported in the loaded dataset | 2023 |
| Appalachian Regional Healthcare System Voluntary Benefit Plan | Appalachian Regional Healthcare System | not reported in the loaded dataset | 2023 |
| Goodnight Brothers Benefit Plan | Goodnight Brothers | not reported in the loaded dataset | 2023 |
| Samaritan'S Purse Welfare Benefits Plan | Samaritan'S Purse | not reported in the loaded dataset | 2023 |
| Appalachian Regional Healthcare System Employee Group Health & Welfare Plan | Appalachian Regional Healthcare System | not reported in the loaded dataset | 2023 |
| Appalachian Regional Healthcare System Employee Group Life, Long Term Disability, And Accidental Death & Dismemberment Plan | Appalachian Regional Healthcare System | not reported in the loaded dataset | 2023 |
| Health & Life Insurance Plan Of Carroll Companies, Inc. | Carroll Companies, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Boone → · Boone plans by participants → · Boone plans with financial data → · Boone plans with provider compensation → · $1B+ plans in Boone →
Related Form 5500 pages
- All NC Form 5500 filings
- Samaritan'S Purse 401(K) Retirement Plan (plan 001)
- Samaritan'S Purse — all reported plans
- Appalachian Regional Healthcare System 403(B) Retirement Savings Plan (plan 002)
- Appalachian Regional Healthcare System — all reported plans
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan (plan 001)
- Ecr Software Corporation 401(K) Psp And Trust (plan 001)
- Ecr Software Corporation — all reported plans
- Boone Drugs, Inc. Savings Plus Plan (plan 001)
- Boone Drugs, Inc. — all reported plans
- Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan (plan 001)
- Tar Heel Capital Corporation No. 2 — all reported plans
- Dewey Wright Well & Pump Co Inc Profit Sharing Pla (plan 001)
- Dewey Wright Well & Pump Co Inc — all reported plans
- Blue Ridge Ear, Nose & Throat, Inc. Profit Sharing Plan (plan 001)
- Blue Ridge Ear, Nose & Throat, Inc. — all reported plans
- Hollar & Greene Produce Company, Inc Employee Benefit Plan (plan 501)
- Hollar & Greene Produce Company, Inc — all reported plans
- Reb Investments Inc 401(K) Plan (plan 001)
- Reb Investments Inc — all reported plans
- Boone Crisis Pregnancy Center, Inc. Retirement Savings Plan (plan 002)
- Boone Crisis Pregnancy Center, Inc. — all reported plans
- High Country Community Health Wrap Benefit Plan (plan 505)
- High Country Community Health Inc. — all reported plans
- Appalachian Regional Healthcare System Voluntary Benefit Plan (plan 505)
- Goodnight Brothers Benefit Plan (plan 501)
- Goodnight Brothers — all reported plans
- Samaritan'S Purse Welfare Benefits Plan (plan 511)
- Methodology
- Data sources