Other · DOL Form 5500 · 2023

Old Salem, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
75
Participants Small participant base
56th
Percentile by assets National rank
$117,172
Avg per participant Below avg balance/head
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Official DOL plan name: Old Salem, Inc. Retirement Plan · Sponsored by Old Salem, Inc. · North Carolina · Retail Trade

$9M in assets, 75 participants

Old Salem, Inc.'s Old Salem, Inc. Retirement Plan reported $9M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,575 in Retail Trade (8,414 peers)

Old Salem, Inc. multi-year trail

Old Salem, Inc.'s plans moved +10.3% in assets from 2022 to 2024; this filing shows Old Salem, Inc. Retirement Plan at $9M / 75 participants.

#5,575
in Retail Trade (8,414 peers)
+9.3%
assets growth YoY

Old Salem, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Old Salem, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,787,903 Top 44% higher than 56% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Old Salem, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Salem, Inc. Retirement Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Old Salem, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $745K in the plan year 2023 filing.
  • Old Salem, Inc. Retirement Plan reported participants fell from 115 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Old Salem, Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560587289 · Old Salem, Inc. PY 2023 · Other

Old Salem, Inc. Retirement Plan · $9M · 75 · 56th

  • EOY $9M
  • EOY 75
  • EOY 56th
  • EOY Other
  • EOY near Pittsburgh Ballet Defined Contribution Plan
  • EOY ind #5575

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in North Carolina →

Old Salem, Inc. Retirement Plan in the asset neighbourhood

Old Salem, Inc. Retirement PlanOld Salem, Inc. Retirement P…$9MPittsburgh Ballet Defined Contribution PlanPittsburgh Ballet Defined Co…$9MBoulder City Hospital, Inc. Tax Deferred Annuity PlanBoulder City Hospital, Inc. …$9MGeorge Lucas Educational Foundation 403(b)(7)George Lucas Educational Fou…$9MArchbold Expeditions, Inc. Retirement PlanArchbold Expeditions, Inc. R…$9M
End-of-year total assets ($M) among Old Salem, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Old Salem, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Old Salem, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.310060074994281% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $8.04M $8.87M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 115 $8M
2023 1 75 $9M
2024 1 41 $9M

Old Salem, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$745K
Employer EIN560587289
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Old Salem, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Old Salem, Inc. Retirement Plan, Total assets ($B): 0.008787903 · Participants: 75Old Salem, Inc. Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Old Salem, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Old Salem, Inc. Retirement Plan side-by-side with 3 peers →

Old Salem, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Pittsburgh Ballet Defined Contribution Plan in PA ($9M); by covered participants it is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Old Salem, Inc. Retirement Plan assets move in 2023? ▼
Old Salem, Inc. Retirement Plan grew at a solid clip - up 9.3% during 2023, from $8M to $9M. Reported net income was $745K.
How have Old Salem, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Old Salem, Inc.'s sponsor-wide assets grew 10.3%, from $8M to $9M.
Which Other plans are similar in size to Old Salem, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Pittsburgh Ballet Defined Contribution Plan in PA ($9M, 83 participants).
Which Other plans cover a similar participant headcount to Old Salem, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560587289.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.