Plan5500

Mount Olive, 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, Mount Olive, NC has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $282,323,818 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$282.3MSummed across loaded plans$282,323,818
Total reported assets$282.3M$282,323,818
Total reported participants4.5K4,508
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$282.3M total assets
Net assets$282.3MLiabilities$0
Contributions & income
Employer contributions$7.4M
Participant contributions$7.3M
Total income / additions$49.2M
Expenses & distributions
Benefits paid / distributions$21M
Total expenses$21.3M
Net increase / (decrease)$27.9M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation5 / 9 (56%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Olive, 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.

Computed from loaded plans

Mount Olive market comparison

Largest plan share of assets33%Southern Bank And Trust Company Pension Plan
Participants per plan501Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Mount Olive

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southern Bank And Trust Company Pension Plan$93.1M
    Southern Bank And Trust Company · 2023
  2. 2
    Mount Olive Pickle Company, Inc. Profit Sharing And Savings Plan$79.5M
    Mount Olive Pickle Company, Inc. · 2023
  3. 3
    The Capital Accumulation Plan For The Employees Of Southern Bank And Trust$37.1M
    Southern Bank And Trust Company · 2023
  4. 4
    The Enhanced Capital Accumulation Plan For The Employees Of Southern Bank And Trust Company$36.5M
    Southern Bank And Trust Company · 2023
  5. 5
    University Of Mount Olive 401(K) Plan$27.5M
    University Of Mount Olive · 2023
  6. 6
    E.J. Pope & Son, Inc. 401(K) Retirement Savings Plan$8.7M
    E.J. Pope & Son, Inc. · 2023
  7. 7
    Southern Bank And Trust Company Group Benefit Plannot reported in the loaded dataset
    Southern Bank And Trust Company · 2023
  8. 8
    University Of Mount Olive Welfare Benefits Plannot reported in the loaded dataset
    University Of Mount Olive · 2023
  9. 9
    Ej Pope & Son Inc Group Lifenot reported in the loaded dataset
    Ej Pope & Son, Inc · 2023

Largest plans in Mount Olive → · Mount Olive plans by participants → · Mount Olive plans with financial data → · Mount Olive plans with provider compensation → · $1B+ plans in Mount Olive →

Related Form 5500 pages