Morganton, 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, Morganton, NC has 19 loaded benefit plan(s) reported by 12 plan sponsor(s), with $144,926,963 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $144,926,963
- Total reported liabilities (EOY)
- $516,893
- Total reported net assets (EOY)
- $144,410,070
Contributions & income
- Employer contributions
- $3,987,904
- Participant contributions
- $8,500,072
- Total income / additions
- $34,315,664
Expenses & distributions
- Benefits paid / distributions
- $12,149,455
- Total expenses
- $12,683,524
- Net increase / (decrease)
- $21,632,140
Coverage
- Total reported participants
- 7,357
- Plans with financial statements
- 10
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morganton, 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 |
|---|---|---|---|
| Blue Ridge Healthcare System Retirement Savings Plan | Blue Ridge Healthcare System | $101,725,328 | 2023 |
| Morganton Eye Physicians 401(K) Profit Sharing Pla | Morganton Eye Physicians Pa | $25,426,113 | 2023 |
| Seiren North America, LLC 401(K) Plan | Seiren North America, LLC | $5,309,499 | 2023 |
| E. J. Victor, Inc. 401(K) Retirement Plan | E. J. Victor, Inc. | $3,227,971 | 2023 |
| Phoenix Taco LLC 401(K) Profit Sharing Plan And Trust | Phoenix Taco LLC | $2,354,815 | 2023 |
| Lowdermilk Church & Co 401-K Profit Sharing Plan 401-K Profit Sharing Plan | Lowdermilk Church & Co Llp | $1,885,954 | 2023 |
| Fulenwider Enterprises, Inc. 401(K) Profit Sharing Plan And Trust | Fulenwider Enterprises, Inc. | $1,507,003 | 2023 |
| Shaleswall Inc. Retirement Plan | Shaleswall Inc. | $1,506,238 | 2023 |
| A Caring Alternative, LLC 401(K) Plan | A Caring Alternative, LLC | $1,157,966 | 2023 |
| Em Squared, LLC 401(K) Plan | Em Squared, LLC | $826,076 | 2023 |
| Fulenwider Enterprises Health And Welfare Plan | Fulenwider Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Blue Ridge Healthcare Employee Benefit Plan | Blue Ridge Healthcare | not reported in the loaded dataset | 2023 |
| Ice River Springs Vision Welfare Benefit Plan | Ice River Springs Morganton, LLC | not reported in the loaded dataset | 2023 |
| Seiren North America, LLC Employee Benefits Plan | Seiren North America, LLC | not reported in the loaded dataset | 2023 |
| Ice River Springs Health Welfare Benefit Plan | Ice River Springs Morganton, LLC | not reported in the loaded dataset | 2023 |
| E.J. Victor, Inc. Employee Benefits Plan | E.J. Victor, Inc. | not reported in the loaded dataset | 2023 |
| A Caring Alternative, LLC | A Caring Alternative, LLC | not reported in the loaded dataset | 2023 |
| Morganton Eye Physicians,Pa Employee Benefit Plan | Morganton Eye Physicians, P.A. | not reported in the loaded dataset | 2023 |
| American Roller Bearing Inc. Welfare Benefit Plan | American Roller Bearing Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Morganton → · Morganton plans by participants → · Morganton plans with financial data → · Morganton plans with provider compensation → · $1B+ plans in Morganton →
Related Form 5500 pages
- All NC Form 5500 filings
- Blue Ridge Healthcare System Retirement Savings Plan (plan 001)
- Blue Ridge Healthcare System — all reported plans
- Morganton Eye Physicians 401(K) Profit Sharing Pla (plan 001)
- Morganton Eye Physicians Pa — all reported plans
- Seiren North America, LLC 401(K) Plan (plan 001)
- Seiren North America, LLC — all reported plans
- E. J. Victor, Inc. 401(K) Retirement Plan (plan 001)
- E. J. Victor, Inc. — all reported plans
- Phoenix Taco LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Phoenix Taco LLC — all reported plans
- Lowdermilk Church & Co 401-K Profit Sharing Plan 401-K Profit Sharing Plan (plan 001)
- Lowdermilk Church & Co Llp — all reported plans
- Fulenwider Enterprises, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Fulenwider Enterprises, Inc. — all reported plans
- Shaleswall Inc. Retirement Plan (plan 001)
- Shaleswall Inc. — all reported plans
- A Caring Alternative, LLC 401(K) Plan (plan 001)
- A Caring Alternative, LLC — all reported plans
- Em Squared, LLC 401(K) Plan (plan 001)
- Em Squared, LLC — all reported plans
- Fulenwider Enterprises Health And Welfare Plan (plan 501)
- Blue Ridge Healthcare Employee Benefit Plan (plan 505)
- Ice River Springs Vision Welfare Benefit Plan (plan 504)
- Ice River Springs Morganton, LLC — all reported plans
- Seiren North America, LLC Employee Benefits Plan (plan 520)
- Ice River Springs Health Welfare Benefit Plan (plan 501)
- Methodology
- Data sources