Lenoir, 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, Lenoir, NC has 20 loaded benefit plan(s) reported by 12 plan sponsor(s), with $123,112,300 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $123,112,300
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $123,112,300
Contributions & income
- Employer contributions
- $4,285,882
- Participant contributions
- $9,599,686
- Total income / additions
- $32,249,188
Expenses & distributions
- Benefits paid / distributions
- $14,314,250
- Total expenses
- $14,715,777
- Net increase / (decrease)
- $17,533,411
Coverage
- Total reported participants
- 7,436
- Plans with financial statements
- 10
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lenoir, 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 |
|---|---|---|---|
| Bernhardt Furniture Company Retirement Plan | Bernhardt Furniture Company | $52,580,230 | 2023 |
| Stallergenes Greer 401(K) Plan | Stallergenes Greer | $31,863,949 | 2023 |
| Fairfield Chair 401(K) Plan | Fairfield Chair Company | $12,138,988 | 2023 |
| Exela Pharma Sciences, LLC 401(K) Safe Harbor Plan | Exela Pharma Sciences, LLC | $12,122,957 | 2023 |
| Caldwell Hospice And Palliative Care, Inc. Retirement Plan | Caldwell Hospice And Palliative Care, Inc. | $9,094,737 | 2023 |
| Comserv Inc. 403b Plan | Comserv Inc. | $1,940,997 | 2023 |
| Don Farmer Cpa, P.A. 401(K) Profit Sharing Plan & Trust | Don Farmer Cpa, Pa | $1,502,607 | 2023 |
| Universal Mental Health Services, Inc. 401(K) Plan | Universal Mental Health Services, Inc. | $1,247,875 | 2023 |
| Lenoir Mirror Company Employee Stock Ownership Plan | Lenoir Mirror Company | $329,886 | 2023 |
| Thermal Valley, Inc. 401(K) Plan | Thermal Valley, Inc. | $290,074 | 2023 |
| Stat, Inc. Welfare Benefit Plan | Stat, Inc | not reported in the loaded dataset | 2023 |
| Universal Mental Health Services, Inc. | Universal Mental Health Services, Inc. | not reported in the loaded dataset | 2023 |
| Exela Pharma Sciences, LLC Health And Welfare Benefit Plan | Exela Pharma Sciences, LLC | not reported in the loaded dataset | 2023 |
| Blue Ridge Elec Membership Corp Employee Benefits Plan | Blue Ridge Electric Membership Corporation | not reported in the loaded dataset | 2023 |
| Fairfield Chair Company Health And Welfare Plan | Fairfield Chair Company | not reported in the loaded dataset | 2023 |
| Greer Laboratories, Inc. Group Health Benefit Plan | Greer Laboratories, Inc. | not reported in the loaded dataset | 2023 |
| Bernhardt Furniture Company Health Care Plan | Bernhardt Furniture Company | not reported in the loaded dataset | 2023 |
| Caldwell Hospice And Palliative Care, Inc. Dba Amorem Life, Ad&D, And Disability Plan | Caldwell Hospice And Palliative Care, Inc. | not reported in the loaded dataset | 2023 |
| Caldwell Hospice And Palliative Care, Inc. Dba Amorem Employee Medical Plan | Caldwell Hospice And Palliative Care, Inc. | not reported in the loaded dataset | 2023 |
| Comserv Employee Welfare Benefit Plan | Comserv, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lenoir → · Lenoir plans by participants → · Lenoir plans with financial data → · Lenoir plans with provider compensation → · $1B+ plans in Lenoir →
Related Form 5500 pages
- All NC Form 5500 filings
- Bernhardt Furniture Company Retirement Plan (plan 003)
- Bernhardt Furniture Company — all reported plans
- Stallergenes Greer 401(K) Plan (plan 002)
- Stallergenes Greer — all reported plans
- Fairfield Chair 401(K) Plan (plan 002)
- Fairfield Chair Company — all reported plans
- Exela Pharma Sciences, LLC 401(K) Safe Harbor Plan (plan 001)
- Exela Pharma Sciences, LLC — all reported plans
- Caldwell Hospice And Palliative Care, Inc. Retirement Plan (plan 001)
- Caldwell Hospice And Palliative Care, Inc. — all reported plans
- Comserv Inc. 403b Plan (plan 001)
- Comserv Inc. — all reported plans
- Don Farmer Cpa, P.A. 401(K) Profit Sharing Plan & Trust (plan 001)
- Don Farmer Cpa, Pa — all reported plans
- Universal Mental Health Services, Inc. 401(K) Plan (plan 001)
- Universal Mental Health Services, Inc. — all reported plans
- Lenoir Mirror Company Employee Stock Ownership Plan (plan 002)
- Lenoir Mirror Company — all reported plans
- Thermal Valley, Inc. 401(K) Plan (plan 001)
- Thermal Valley, Inc. — all reported plans
- Stat, Inc. Welfare Benefit Plan (plan 501)
- Stat, Inc — all reported plans
- Universal Mental Health Services, Inc. (plan 501)
- Exela Pharma Sciences, LLC Health And Welfare Benefit Plan (plan 501)
- Blue Ridge Elec Membership Corp Employee Benefits Plan (plan 502)
- Blue Ridge Electric Membership Corporation — all reported plans
- Fairfield Chair Company Health And Welfare Plan (plan 501)
- Methodology
- Data sources