Hendersonville, 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, Hendersonville, NC has 23 loaded benefit plan(s) reported by 18 plan sponsor(s), with $95,884,350 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $95,884,350
- Total reported liabilities (EOY)
- $8,558
- Total reported net assets (EOY)
- $95,875,792
Contributions & income
- Employer contributions
- $4,472,149
- Participant contributions
- $5,544,346
- Total income / additions
- $22,938,298
Expenses & distributions
- Benefits paid / distributions
- $14,164,570
- Total expenses
- $14,643,339
- Net increase / (decrease)
- $8,294,959
Coverage
- Total reported participants
- 3,679
- Plans with financial statements
- 16
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hendersonville, 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 |
|---|---|---|---|
| Porvair Corporation Employee'S Investment Savings Plan | Porvair Corporation | $43,998,887 | 2023 |
| Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan | Morrow Insurance Agency, Inc. | $17,157,956 | 2023 |
| Blue Ridge Community Health Services Inc. Employer'S 403(B) Plan | Blue Ridge Community Health Services Inc. | $13,006,281 | 2023 |
| Carolina Village, Inc. Tax Sheltered Annuity Plan | Carolina Village, Inc. | $7,487,237 | 2023 |
| Western Carolina Community Action, Inc. 403(B) Plan | Western Carolina Community Action, Inc. | $7,345,918 | 2023 |
| Hunter Corporation Salary Deferral 401(K) Plan | Hunter Corporation | $5,369,737 | 2023 |
| 1898 Waverly 401k Trust | 1898 Waverly, Inc. | $725,181 | 2023 |
| Hauth, Inc. 401(K) Plan | Hauth, Inc. | $219,334 | 2023 |
| Skye Hill Ventures Incorporated 401(K) Profit Sharing Plan | Skye Hill Ventures Incorporated | $200,507 | 2023 |
| Ridd-Kids71 Inc. 401(K) Plan | Ridd-Kids71 Inc. | $131,450 | 2023 |
| Under The Stairs Co. 401(K) Plan | Under The Stairs Co. | $81,832 | 2023 |
| Rjb Services Inc 401(K) Plan | Rjb Services Inc | $61,196 | 2023 |
| Heidrick Homes, Inc. 401k Profit Sharing Plan | Heidrick Homes, Inc. | $56,180 | 2023 |
| Spice Of Life & Variety Teas, Inc. Retirement Plan | Spice Of Life & Variety Teas, Inc. | $42,654 | 2023 |
| Lyman Mullinax & Weis Pa Employees' Profit Sharing Plan | Lyman Mullinax & Weis Pa | $0 | 2023 |
| Kg Retreats Inc. Retirement Plan | Kg Retreats Inc. | $0 | 2023 |
| The Western Carolina Community Action Employee Benefit Plan | Western Carolina Community Action | not reported in the loaded dataset | 2023 |
| Blue Ridge Community Health Services Inc. Health & Welfare Benefits Plan | Blue Ridge Community Health Services | not reported in the loaded dataset | 2023 |
| Carolina Village Employer Benefits | Carolina Village, Inc. | not reported in the loaded dataset | 2023 |
| Selee Corporation Employees Flexible Benefit Program | Selee Corporation | not reported in the loaded dataset | 2023 |
| Hunter Corporation Health Plan | Hunter Corporation | not reported in the loaded dataset | 2023 |
| Hunter Corporation Dental And Vision Plan | Hunter Corporation | not reported in the loaded dataset | 2023 |
| Manual Woodworkers & Weavers Welfare Benefits Plan | Manual Woodworkers & Weavers, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Hendersonville → · Hendersonville plans by participants → · Hendersonville plans with financial data → · Hendersonville plans with provider compensation → · $1B+ plans in Hendersonville →
Related Form 5500 pages
- All NC Form 5500 filings
- Porvair Corporation Employee'S Investment Savings Plan (plan 003)
- Porvair Corporation — all reported plans
- Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan (plan 002)
- Morrow Insurance Agency, Inc. — all reported plans
- Blue Ridge Community Health Services Inc. Employer'S 403(B) Plan (plan 001)
- Blue Ridge Community Health Services Inc. — all reported plans
- Carolina Village, Inc. Tax Sheltered Annuity Plan (plan 002)
- Carolina Village, Inc. — all reported plans
- Western Carolina Community Action, Inc. 403(B) Plan (plan 001)
- Western Carolina Community Action, Inc. — all reported plans
- Hunter Corporation Salary Deferral 401(K) Plan (plan 001)
- Hunter Corporation — all reported plans
- 1898 Waverly 401k Trust (plan 001)
- 1898 Waverly, Inc. — all reported plans
- Hauth, Inc. 401(K) Plan (plan 001)
- Hauth, Inc. — all reported plans
- Skye Hill Ventures Incorporated 401(K) Profit Sharing Plan (plan 001)
- Skye Hill Ventures Incorporated — all reported plans
- Ridd-Kids71 Inc. 401(K) Plan (plan 001)
- Ridd-Kids71 Inc. — all reported plans
- Under The Stairs Co. 401(K) Plan (plan 001)
- Under The Stairs Co. — all reported plans
- Rjb Services Inc 401(K) Plan (plan 001)
- Rjb Services Inc — all reported plans
- Heidrick Homes, Inc. 401k Profit Sharing Plan (plan 001)
- Heidrick Homes, Inc. — all reported plans
- Spice Of Life & Variety Teas, Inc. Retirement Plan (plan 001)
- Spice Of Life & Variety Teas, Inc. — all reported plans
- Lyman Mullinax & Weis Pa Employees' Profit Sharing Plan (plan 001)
- Lyman Mullinax & Weis Pa — all reported plans
- Methodology
- Data sources