401(k)
2023 plan-year 401(k) DOL Form 5500

Biltmore Workforce Management 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Biltmore Workforce Management, LLC Β· North Carolina Β· Arts, Entertainment & Recreation

What the 2023 filing shows

Biltmore Workforce Management 401(k) Profit Sharing Plan holds $90M for 1,306 participants - about $68,538 per participant, up 17.9% over the 2023 plan year.

$90M
total plan assets (2023 EOY)
1,306
covered participants
$68,538
avg assets per participant
+17.9%
assets growth YoY
Total Assets (2023)
$90M
Participants
1,306
Industry
Arts, Entertainment & Recreation

What the Filing Says About Biltmore Workforce Management 401(k) Profit Sharing Plan

Biltmore Workforce Management 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Biltmore Workforce Management, LLC, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $90M in total end-of-year assets and covers 1,306 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 473797737, and the plan has been effective since 1989-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $76M at the beginning of 2023 to $90M at year-end β€” a gain of 17.9%. Net assets (after liabilities) closed the year at $90M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$76M
Total Assets (End of Year)$90M
Net Assets (End of Year)$90M
Net Income$14M
Plan Type401(k)
Employer EIN473797737
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Biltmore Workforce Management, LLC)

Year Plans Participants Total Assets
2022 1 1,208 $76M
2023 1 1,306 $90M
2024 1 1,453 $104M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Biltmore Workforce Management 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Biltmore Workforce Management 401(k) Profit Sharing Plan holds $90M in total assets with 1,306 participants. It is sponsored by Biltmore Workforce Management, LLC.
What type of plan is Biltmore Workforce Management 401(k) Profit Sharing Plan?
Biltmore Workforce Management 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1989-04-01. The plan is filed with the U.S. Department of Labor under EIN 473797737.
Who sponsors the Biltmore Workforce Management 401(k) Profit Sharing Plan?
Biltmore Workforce Management 401(k) Profit Sharing Plan is sponsored by Biltmore Workforce Management, LLC, located in North Carolina. The sponsor's EIN is 473797737 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Biltmore Workforce Management 401(k) Profit Sharing Plan perform in 2023?
Biltmore Workforce Management 401(k) Profit Sharing Plan grew by 17.9% during 2023, moving from $76M to $90M in total assets. Net income was $14M.
Where can I find official filings for Biltmore Workforce Management 401(k) Profit Sharing Plan?
Official Form 5500 filings for Biltmore Workforce Management 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 473797737 or plan name at efast.dol.gov.
How does Biltmore Workforce Management 401(k) Profit Sharing Plan compare to other plans?
You can compare Biltmore Workforce Management 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 473797737.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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