Rocky Mount, 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, Rocky Mount, NC has 27 loaded benefit plan(s) reported by 15 plan sponsor(s), with $309,134,430 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $309,134,430
- Total reported liabilities (EOY)
- $254,502
- Total reported net assets (EOY)
- $308,879,928
Contributions & income
- Employer contributions
- $6,911,318
- Participant contributions
- $9,956,888
- Total income / additions
- $77,222,565
Expenses & distributions
- Benefits paid / distributions
- $33,610,339
- Total expenses
- $34,337,364
- Net increase / (decrease)
- $42,885,201
Coverage
- Total reported participants
- 20,801
- Plans with financial statements
- 11
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rocky Mount, 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 |
|---|---|---|---|
| Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan | Boice-Willis Clinic, P.A. | $84,632,838 | 2023 |
| Barnhill Contracting Co.Psp | Barnhill Contracting Company | $69,727,069 | 2023 |
| Boddie-Noell Enterprises, Inc. Savings And Employee Retirement Plan | Boddie-Noell Enterprises, Inc. | $59,820,760 | 2023 |
| Freedom Industries, Inc. Employee Stock Ownership Plan | Freedom Industries, Inc. | $33,750,319 | 2023 |
| North Carolina Wesleyan University Retirement Plan | North Carolina Wesleyan University | $26,516,952 | 2023 |
| Eagle Transport Corporation 401(K) Plan | Eagle Transport Corporation | $23,046,461 | 2023 |
| The Jay Group, Ltd. Retirement Savings Plan | The Jay Group, Ltd. | $4,778,712 | 2023 |
| Nottingham Company 401(K) Profit Sharing Plan & Trust | Nottingham Company | $3,750,906 | 2023 |
| Rocky Mount Eye Pa 401(K) Profit Sharing Plan & Trust | Rocky Mount Eye Pa | $2,536,895 | 2023 |
| George And Bev Incorporated 401k Profit Sharing Plan | George And Bev Incorporated | $346,441 | 2023 |
| Carolina Parcel Point Corporation 401(K) Plan | Carolina Parcel Point Corporation | $227,077 | 2023 |
| Group Health Plan | North Carolina Wesleyan University | not reported in the loaded dataset | 2023 |
| Group Long Term Disability Plan | North Carolina Wesleyan University | not reported in the loaded dataset | 2023 |
| Group Dental Plan | North Carolina Wesleyan University | not reported in the loaded dataset | 2023 |
| Group Vision Plan | North Carolina Wesleyan University | not reported in the loaded dataset | 2023 |
| Group Term Life Insurance, Group Dependent Life , Group Ad&D Insurance | North Carolina Wesleyan University | not reported in the loaded dataset | 2023 |
| Boddie-Noell Enterprises, Inc. Group Insurance Plan | Boddie-Noell Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Boddie-Noell Enterprises, Inc. Severance Pay Plan | Boddie-Noell Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Boddie-Noell Enterprises, Inc. Management Long Term Care Program | Boddie-Noell Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Barnhill Contracting Company Welfare Benefit Plan | Barnhill Contracting Company | not reported in the loaded dataset | 2023 |
| Trans Tech Energy, LLC Health And Welfare Plan | Trans-Tech Energy, LLC | not reported in the loaded dataset | 2023 |
| Boice-Willis Clinic, P.A. Employee Benefits Plan | Boice-Willis Clinic, P.A. | not reported in the loaded dataset | 2023 |
| First Carolina Management, Inc Employee Benefit Plan | First Carolina Management, Inc | not reported in the loaded dataset | 2023 |
| Trans-Tech Energy, LLC Health And Welfare Plan | Trans-Tech Energy, LLC | not reported in the loaded dataset | 2023 |
| The Jay Group Health And Welfare Plan | The Jay Group Ltd | not reported in the loaded dataset | 2023 |
Largest plans in Rocky Mount → · Rocky Mount plans by participants → · Rocky Mount plans with financial data → · Rocky Mount plans with provider compensation → · $1B+ plans in Rocky Mount →
Related Form 5500 pages
- All NC Form 5500 filings
- Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan (plan 003)
- Boice-Willis Clinic, P.A. — all reported plans
- Barnhill Contracting Co.Psp (plan 001)
- Barnhill Contracting Company — all reported plans
- Boddie-Noell Enterprises, Inc. Savings And Employee Retirement Plan (plan 333)
- Boddie-Noell Enterprises, Inc. — all reported plans
- Freedom Industries, Inc. Employee Stock Ownership Plan (plan 002)
- Freedom Industries, Inc. — all reported plans
- North Carolina Wesleyan University Retirement Plan (plan 001)
- North Carolina Wesleyan University — all reported plans
- Eagle Transport Corporation 401(K) Plan (plan 001)
- Eagle Transport Corporation — all reported plans
- The Jay Group, Ltd. Retirement Savings Plan (plan 002)
- The Jay Group, Ltd. — all reported plans
- Nottingham Company 401(K) Profit Sharing Plan & Trust (plan 001)
- Nottingham Company — all reported plans
- Rocky Mount Eye Pa 401(K) Profit Sharing Plan & Trust (plan 001)
- Rocky Mount Eye Pa — all reported plans
- George And Bev Incorporated 401k Profit Sharing Plan (plan 001)
- George And Bev Incorporated — all reported plans
- Carolina Parcel Point Corporation 401(K) Plan (plan 001)
- Carolina Parcel Point Corporation — all reported plans
- Group Health Plan (plan 502)
- Group Long Term Disability Plan (plan 505)
- Group Dental Plan (plan 506)
- Group Vision Plan (plan 507)
- Methodology
- Data sources