Morehead City, 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, Morehead City, NC has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $197,916,127 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $197,916,127
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $197,916,127
Contributions & income
- Employer contributions
- $5,179,739
- Participant contributions
- $7,726,959
- Total income / additions
- $48,467,234
Expenses & distributions
- Benefits paid / distributions
- $16,166,849
- Total expenses
- $16,495,310
- Net increase / (decrease)
- $31,971,924
Coverage
- Total reported participants
- 6,015
- Plans with financial statements
- 8
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morehead City, 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 |
|---|---|---|---|
| Carteret County General Hospital Tax Deferred Savings Plan | Carteret General Hospital | $67,624,741 | 2023 |
| Carteret County General Hospital Money Purchase Pension Plan | Carteret County General Hospital | $54,526,379 | 2023 |
| Big Rock 401(K) Savings Plan | Big Rock Sports LLC | $38,233,129 | 2023 |
| Carolinas Center For Surgery 401(K) Plan | Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery | $20,310,830 | 2023 |
| Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan | Mechworks Mechanical Contractors Inc | $11,400,000 | 2023 |
| Carteret Children'S Clinic Retirement Plan | Carteret Children'S Clinic, P.A. | $3,219,407 | 2023 |
| Hck Holdings, Inc. 401(K) Plan | Hck Holdings, Inc. | $2,551,060 | 2023 |
| Tb Shatterly Services, Inc. 401k Profit Sharing Plan | Tb Shatterly Services, Inc. | $50,581 | 2023 |
| Carolinas Center For Surgery Welfare Benefits Plan | Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery | not reported in the loaded dataset | 2023 |
| Mechworks Mechanical Contractors Health And Welfare Plan | Mechworks Mechanical Contractors Inc | not reported in the loaded dataset | 2023 |
| Carteret County General Hospital Eap Plan | Carteret County General Hospital | not reported in the loaded dataset | 2023 |
| Carteret County General Hospital Health And Welfare Plan | Carteret County General Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Morehead City → · Morehead City plans by participants → · Morehead City plans with financial data → · Morehead City plans with provider compensation → · $1B+ plans in Morehead City →
Related Form 5500 pages
- All NC Form 5500 filings
- Carteret County General Hospital Tax Deferred Savings Plan (plan 005)
- Carteret General Hospital — all reported plans
- Carteret County General Hospital Money Purchase Pension Plan (plan 002)
- Big Rock 401(K) Savings Plan (plan 002)
- Big Rock Sports LLC — all reported plans
- Carolinas Center For Surgery 401(K) Plan (plan 001)
- Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery — all reported plans
- Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan (plan 002)
- Mechworks Mechanical Contractors Inc — all reported plans
- Carteret Children'S Clinic Retirement Plan (plan 001)
- Carteret Children'S Clinic, P.A. — all reported plans
- Hck Holdings, Inc. 401(K) Plan (plan 001)
- Hck Holdings, Inc. — all reported plans
- Tb Shatterly Services, Inc. 401k Profit Sharing Plan (plan 001)
- Tb Shatterly Services, Inc. — all reported plans
- Carolinas Center For Surgery Welfare Benefits Plan (plan 501)
- Mechworks Mechanical Contractors Health And Welfare Plan (plan 503)
- Carteret County General Hospital Eap Plan (plan 508)
- Carteret County General Hospital Health And Welfare Plan (plan 502)
- Methodology
- Data sources