NC Form 5500 retirement and benefit plan filings
State 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, NC has 5,791 loaded benefit plan(s) reported by 3,863 plan sponsor(s), with $412,303,567,857 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5,791
- Plan sponsors
- 3,863
- Total reported assets (EOY)
- $412,303,567,857
- Latest filing year
- 2023
Cities by loaded plan count
- Charlotte, NC — 1,074 plan(s)
- Raleigh, NC — 621 plan(s)
- Greensboro, NC — 330 plan(s)
- Durham, NC — 293 plan(s)
- Winston-Salem, NC — 211 plan(s)
- Cary, NC — 175 plan(s)
- Asheville, NC — 130 plan(s)
- Wilmington, NC — 114 plan(s)
- Morrisville, NC — 91 plan(s)
- Hickory, NC — 91 plan(s)
- Mooresville, NC — 80 plan(s)
- Chapel Hill, NC — 77 plan(s)
- Huntersville, NC — 75 plan(s)
- High Point, NC — 73 plan(s)
- Gastonia, NC — 60 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Bank Of America 401(K) Plan | Bank Of America Corporation | Charlotte | $54,848,846,192 | 2023 |
| Honeywell International Inc. Master Retirement Trust | Honeywell International Inc Employee Services Finance Mgmnt | Charlotte | $17,892,766,371 | 2023 |
| Honeywell Retirement Earnings Plan | Honeywell International Inc. | Charlotte | $16,613,752,395 | 2023 |
| Honeywell 401(K) Plan | Honeywell International Inc | Charlotte | $15,388,124,058 | 2023 |
| Honeywell Savings And Ownership Plan Master Trust | Honeywell International Inc | Charlotte | $15,267,703,732 | 2023 |
| Truist Financial Corporation Pension Plan | Truist Financial Corporation | Charlotte | $14,582,387,965 | 2023 |
| Duke Energy Retirement Savings Plan | Duke Energy Corporation | Charlotte | $10,354,065,000 | 2023 |
| Truist Financial Corporation 401(K) Savings Plan | Truist Financial Corporation | Charlotte | $10,120,701,726 | 2023 |
| The Duke University Faculty And Staff Retirement Plan | Duke University | Durham | $8,950,907,627 | 2023 |
| Charter Communications, Inc. Defined Contribution Plans Master Trust | Charter Communications, Inc. | Charlotte | $8,943,771,947 | 2023 |
| Nucor Corporation Profit Sharing And Retirement Savings Plan | Nucor Corporation | Charlotte | $8,510,660,989 | 2023 |
| Lowes 401(K) Plan | Lowes Companies Inc | Mooresville | $8,108,634,836 | 2023 |
| Charter Communications, Inc. 401(K) Savings Plan | Charter Communications, Inc. | Charlotte | $7,868,553,769 | 2023 |
| Duke Energy Corporation Master Trust | Duke Energy Corporation | Charlotte | $7,298,500,000 | 2023 |
| Trane Technologies Employee Savings Plan Master Trust | Trane Technologies Company LLC | Davidson | $6,361,941,187 | 2023 |
Largest NC plans → · NC plans with financial data → · $1B+ NC plans →
Related Form 5500 pages
- Charlotte, NC Form 5500 filings
- Raleigh, NC Form 5500 filings
- Greensboro, NC Form 5500 filings
- Durham, NC Form 5500 filings
- Winston-Salem, NC Form 5500 filings
- Cary, NC Form 5500 filings
- Asheville, NC Form 5500 filings
- Wilmington, NC Form 5500 filings
- Morrisville, NC Form 5500 filings
- Hickory, NC Form 5500 filings
- Mooresville, NC Form 5500 filings
- Chapel Hill, NC Form 5500 filings
- Huntersville, NC Form 5500 filings
- High Point, NC Form 5500 filings
- Gastonia, NC Form 5500 filings
- The Bank Of America 401(K) Plan (plan 003)
- Honeywell International Inc. Master Retirement Trust (plan 001)
- Honeywell Retirement Earnings Plan (plan 201)
- Honeywell 401(K) Plan (plan 302)
- Honeywell Savings And Ownership Plan Master Trust (plan 001)
- Truist Financial Corporation Pension Plan (plan 001)
- Duke Energy Retirement Savings Plan (plan 002)
- Truist Financial Corporation 401(K) Savings Plan (plan 003)
- The Duke University Faculty And Staff Retirement Plan (plan 001)
- Charter Communications, Inc. Defined Contribution Plans Master Trust (plan 101)
- Methodology
- Data sources