How big is John M. BELK Endowment's plan?

John M. BELK Endowment's plan reported $935K in assets and 5 participants for 2025.

Original filing (PDF)20260304083240NAL0003021057001

John M. BELK Endowment

Name: John M. BELK Endowment — John M. BELK Endowment, Form 5500 (2025)
Creator: John M. BELK Endowment
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John M. BELK Endowment 401(k) Plan

401(k) retirement plan · John M. BELK Endowment's John M. BELK Endowment 401(k) Plan held $935K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$935K

Plan identifiers

John M. BELK Endowment's EIN is 56-1954114.

EIN 56-1954114

Plan number 001

Plan year 2025

ACK ID 20260304083240NAL0003021057001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for John M. BELK Endowment from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

John M. BELK Endowment's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN M. BELK ENDOWMENT.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score