Mooresville, 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, Mooresville, NC has 80 loaded benefit plan(s) reported by 67 plan sponsor(s), with $8,493,720,977 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 80
- Plan sponsors
- 67
- Total reported assets (EOY)
- $8,493,720,977
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Lowes 401(K) Plan | Lowes Companies Inc | $8,108,634,836 | 2023 |
| Performance Group 401(K) Retirement Savings Plan | Penske Racing South, Inc. | $74,866,751 | 2023 |
| Flynn Burner Corporation Employee Stock Ownership Plan & Trust | Flynn Burner Corporation | $51,181,416 | 2023 |
| Ngk Ceramics Usa, Inc. 401(K) Retirement Plan And Trust | Ngk Ceramics Usa, Inc. | $44,995,203 | 2023 |
| Corvid Holdings, Inc. 401(K) Employee Stock Ownership Plan | Corvid Holdings, Inc. | $44,065,447 | 2023 |
| Randy Marion Automotive 401(K) Retirement Plan | Randy Marion Chevrolet Buick Cadillac, LLC | $20,247,543 | 2023 |
| Weinig Holz-Her Usa, Inc. Profit Sharing Plan | Weinig Holz-Her Usa, Inc. | $18,977,257 | 2023 |
| Precision Concepts International LLC | Precision Concepts International LLC | $16,702,309 | 2023 |
| Dej Holdings, LLC 401(K) Plan | Dej Holdings, LLC | $13,050,250 | 2023 |
| Cold Spring Brewing Company 401(K) Plan | Cold Spring Brewing Company | $12,923,132 | 2023 |
| Midan Marketing, LLC Employees Savings Trust | Midan Marketing, Inc. | $10,356,385 | 2023 |
| Sunrise Global Marketing, LLC 401(K) Profit Sharing Plan | Sunrise Global Marketing, LLC | $9,978,492 | 2023 |
| Pedulla Excavating And Paving, Inc.401(K) Profit Sharing Plan | Pedulla Excavating And Paving, Inc. | $9,700,201 | 2023 |
| Carolina Beverage Group LLC 401(K) Retirement Plan | Carolina Beverage Group, LLC | $6,903,420 | 2023 |
| Ams Retail Solutions 401(K) Plan | American Merchandising Specialists, Inc. | $4,682,504 | 2023 |
| Quella, Inc. 401(K) Plan | Quella, Inc. | $4,140,184 | 2023 |
| L. B. Plastics, Inc. Retirement Plan | L. B. Plastics, Inc. | $4,031,498 | 2023 |
| Bestco, LLC Profit Sharing Retirement Plan And Trust | Bestco, LLC | $4,009,406 | 2023 |
| Ams Retail Solutions Employee Stock Ownership Plan | American Merchandising Specialists, Inc. | $3,990,000 | 2023 |
| Cavotec Usa Inc. 401(K) Profit Sharing Plan And Trust | Cavotec Usa Inc. | $3,354,379 | 2023 |
| Jenaper Associates, Inc. Retirement Plan | Jenaper Associates, Inc. | $3,052,316 | 2023 |
| Roberts & Roberts 401(K) Profit Sharing Plan | Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa | $2,953,437 | 2023 |
| Integrus Investments Inc. Retirement Plan | Integrus Investments Inc. | $2,732,039 | 2023 |
| Midan Marketing Inc. Employee Stock Ownership Plan | Midan Marketing, Inc. | $2,189,000 | 2023 |
| Performance Fire Protection, LLC 401(K) Profit Sharing Plan And Trust | Performance Fire Protection, LLC | $1,969,769 | 2023 |
Largest plans in Mooresville → · Mooresville plans with financial data → · $1B+ plans in Mooresville → · Providers by reported compensation →
Related Form 5500 pages
- All NC Form 5500 filings
- Lowes 401(K) Plan (plan 003)
- Lowes Companies Inc — all reported plans
- Performance Group 401(K) Retirement Savings Plan (plan 002)
- Penske Racing South, Inc. — all reported plans
- Flynn Burner Corporation Employee Stock Ownership Plan & Trust (plan 003)
- Flynn Burner Corporation — all reported plans
- Ngk Ceramics Usa, Inc. 401(K) Retirement Plan And Trust (plan 001)
- Ngk Ceramics Usa, Inc. — all reported plans
- Corvid Holdings, Inc. 401(K) Employee Stock Ownership Plan (plan 001)
- Corvid Holdings, Inc. — all reported plans
- Randy Marion Automotive 401(K) Retirement Plan (plan 001)
- Randy Marion Chevrolet Buick Cadillac, LLC — all reported plans
- Weinig Holz-Her Usa, Inc. Profit Sharing Plan (plan 001)
- Weinig Holz-Her Usa, Inc. — all reported plans
- Precision Concepts International LLC (plan 001)
- Precision Concepts International LLC — all reported plans
- Dej Holdings, LLC 401(K) Plan (plan 001)
- Dej Holdings, LLC — all reported plans
- Cold Spring Brewing Company 401(K) Plan (plan 002)
- Cold Spring Brewing Company — all reported plans
- Midan Marketing, LLC Employees Savings Trust (plan 001)
- Midan Marketing, Inc. — all reported plans
- Sunrise Global Marketing, LLC 401(K) Profit Sharing Plan (plan 001)
- Sunrise Global Marketing, LLC — all reported plans
- Pedulla Excavating And Paving, Inc.401(K) Profit Sharing Plan (plan 001)
- Pedulla Excavating And Paving, Inc. — all reported plans
- Carolina Beverage Group LLC 401(K) Retirement Plan (plan 001)
- Carolina Beverage Group, LLC — all reported plans
- Ams Retail Solutions 401(K) Plan (plan 002)
- American Merchandising Specialists, Inc. — all reported plans
- Methodology
- Data sources