Sumter, SC 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, Sumter, SC has 20 loaded benefit plan(s) reported by 15 plan sponsor(s), with $175,273,313 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $175,273,313
- Total reported liabilities (EOY)
- $1,499,763
- Total reported net assets (EOY)
- $173,773,550
Contributions & income
- Employer contributions
- $5,899,627
- Participant contributions
- $14,800,384
- Total income / additions
- $47,376,209
Expenses & distributions
- Benefits paid / distributions
- $26,055,951
- Total expenses
- $26,687,534
- Net increase / (decrease)
- $20,688,675
Coverage
- Total reported participants
- 9,233
- Plans with financial statements
- 13
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sumter, SC 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 |
|---|---|---|---|
| Thompson Construction Group, Inc. 401(K) Profit Sharing Plan | Thompson Construction Group, Inc. | $57,755,837 | 2023 |
| Safe Federal Credit Union 401(K) Plan | Safe Federal Credit Union | $33,147,176 | 2023 |
| Santee Print Works Retirement Plan | Santee Print Works | $26,574,972 | 2023 |
| Ems-Chemie (North America) Inc. Retirement Plan | Ems-Chemie (North America) Inc | $21,723,080 | 2023 |
| Morris College 403(B) Defined Contribution Plan | Morris College | $18,595,761 | 2023 |
| Tandem Health 401(K) Plan | Tandem Health Sc | $6,911,312 | 2023 |
| Mcleod Piggly Wiggly 401(K) Plan | Piggly Wiggly Central, Inc. | $6,259,257 | 2023 |
| Morris College 403(B) Tax Deferred Annuity Plan | Morris College | $4,080,924 | 2023 |
| Spencer Medical Solutions Safe Harbor 401(K) Plan | Spencer Medical Solutions LLC | $197,168 | 2023 |
| Scott Insurance Services Retirement Plan | Scott Insurance Services, Inc. | $24,554 | 2023 |
| Sumter Packaging Corporation 401(K) Plan And Trust | Sumter Packaging Corporation | $3,170 | 2023 |
| Employee Benefits Plan Of Sumter Senior Services, Inc. | Sumter Senior Services | $102 | 2023 |
| Thompson Industrial Services, LLC 401(K) Profit Sharing Plan | Thompson Industrial Services, LLC | $0 | 2023 |
| Calhoun Grocery, Inc. Employee Benefit Plan | Calhoun Grocery Inc. | not reported in the loaded dataset | 2023 |
| Santee Print Works Welfare Benefits Plan | Santee Print Works | not reported in the loaded dataset | 2023 |
| Safe Fcu Welfare Benefit Plan | Shaw Air Force Employees Federal Credit Union | not reported in the loaded dataset | 2023 |
| Carolina Filters Employee Benefits Plan | Carolina Filters, Inc. | not reported in the loaded dataset | 2023 |
| Thompson Construction Group, Inc Health And Welfare Benefit Plan | Thompson Construction Group, Inc. | not reported in the loaded dataset | 2023 |
| Tandem Health Sc Welfare Benefits Plan | Tandem Health Sc | not reported in the loaded dataset | 2023 |
| Colonial Family Practice Health And Welfare Benefit Plan | Colonial Family Practice | not reported in the loaded dataset | 2023 |
Largest plans in Sumter → · Sumter plans by participants → · Sumter plans with financial data → · Sumter plans with provider compensation → · $1B+ plans in Sumter →
Related Form 5500 pages
- All SC Form 5500 filings
- Thompson Construction Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Thompson Construction Group, Inc. — all reported plans
- Safe Federal Credit Union 401(K) Plan (plan 002)
- Safe Federal Credit Union — all reported plans
- Santee Print Works Retirement Plan (plan 001)
- Santee Print Works — all reported plans
- Ems-Chemie (North America) Inc. Retirement Plan (plan 001)
- Ems-Chemie (North America) Inc — all reported plans
- Morris College 403(B) Defined Contribution Plan (plan 001)
- Morris College — all reported plans
- Tandem Health 401(K) Plan (plan 001)
- Tandem Health Sc — all reported plans
- Mcleod Piggly Wiggly 401(K) Plan (plan 002)
- Piggly Wiggly Central, Inc. — all reported plans
- Morris College 403(B) Tax Deferred Annuity Plan (plan 002)
- Spencer Medical Solutions Safe Harbor 401(K) Plan (plan 001)
- Spencer Medical Solutions LLC — all reported plans
- Scott Insurance Services Retirement Plan (plan 001)
- Scott Insurance Services, Inc. — all reported plans
- Sumter Packaging Corporation 401(K) Plan And Trust (plan 001)
- Sumter Packaging Corporation — all reported plans
- Employee Benefits Plan Of Sumter Senior Services, Inc. (plan 001)
- Sumter Senior Services — all reported plans
- Thompson Industrial Services, LLC 401(K) Profit Sharing Plan (plan 001)
- Thompson Industrial Services, LLC — all reported plans
- Calhoun Grocery, Inc. Employee Benefit Plan (plan 501)
- Calhoun Grocery Inc. — all reported plans
- Santee Print Works Welfare Benefits Plan (plan 506)
- Methodology
- Data sources