How big is Old Salem, Inc.'s plan?

Old Salem, Inc.'s plan reported $8.9M in assets and 37 participants for 2024.

Original filing (PDF)20250717101513NAL0000033731005

Old Salem, Inc.

Name: Old Salem, Inc. — Old Salem, Inc. Retirement Plan, Form 5500 (2024)
Creator: Old Salem, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Old Salem, Inc. Retirement Plan

Defined-contribution retirement plan · Old Salem, Inc.'s Old Salem, Inc. Retirement Plan held $8.9M in plan assets for 37 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

121

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan identifiers

Old Salem, Inc.'s EIN is 56-0587289.

EIN 56-0587289

Plan number 001

Plan year 2024

ACK ID 20250717101513NAL0000033731005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old Salem, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old Salem, Inc.'s plan includes a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD SALEM, INC..

Finding similar companies…

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

OLD SALEM, INC.

EIN

all filings

Address

600 S. MAIN STREET · WINSTON-SALEM, NC · 271015329

Phone

(336) 721-7316

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BUTLER + BURKE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $210K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.