My Plan Facts

Employers › North Carolina

Employer · plans filed under one EIN

Tribal Casino Gaming Enterprise

Cherokee, NC · Accommodation and food services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$311Mnet assets across plans
5,703participant records3,820 active
$18.3Memployer contributions, latest plan years$4,778 per active record
$705KSchedule C compensation to organisations$123.54 per participant record

Tribal Casino Gaming Enterprise, based in Cherokee, North Carolina, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 5,703 participant records and $311M in net assets.

The largest is Tribal Casino Gaming Enterprise 401(k) Savings Plan, a 401(k) plan with 4,654 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $18.3M and participant contributions $11.4M in the latest plan years; benefits paid were $23.3M. Schedule C compensation reported to service provider organisations totalled $705K.

Combined net assets moved from $75.3M in 2010 to $311M in 2024 (up 313%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Tribal Casino Gaming Enterprise 401(k) Savings Plan401(k) plan20244,654$159M$34,179$2,338$499K
Tribal Casino Gaming Enterprise Retirement Plandefined benefit pension plan20241,049$152M$144,924$26,111$206K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2010: $75.3M2011: $80.2M2012: $94.3M2013: $117M2014: $130M2015: $140M2016: $163M2017: $195M2018: $188M2019: $221M2020: $233M2021: $274M2022: $234M2023: $278M2024: $311M$75.3M$311M20102012201620202024
Combined net assets
2010: 4,2902011: 4,6212012: 5,2332013: 5,4362014: 5,8452015: 7,0322016: 6,8682017: 6,7962018: 7,0132019: 6,3932020: 5,1672021: 5,8612022: 6,0252023: 5,7802024: 5,7034,2907,0325,70320102012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202425,703$311M$18.3M$11.4M
202325,780$278M$18.4M$11.5M
202226,025$234M$8.1M$11.8M
202125,861$274M$12.4M$10.0M
202025,167$233M$5.7M$8.2M
201926,393$221M$6.2M$8.6M
201827,013$188M$12.8M$8.1M
201726,796$195M$16.4M$7.6M
201626,868$163M$14.9M$7.1M
201527,032$140M$13.4M$4.7M
201425,845$130M$11.4M$3.8M
201325,436$117M$6.9M$3.6M
201225,233$94.3M$7.0M$2.9M
201124,621$80.2M$8.9M$2.6M
201024,290$75.3M$7.4M$2.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Lincoln National CorporationContract Administrator1$427,406
USI Consulting GroupActuarial1$168,889
USI AdvisorsContract Administrator; Investment advisory (plan)2$61,515
Key BankContract Administrator; Custodial (securities); Trustee (bank, trust company, or similar financial institution)1$27,847
Forvis LLPContract Administrator1$9,900
Forvis Mazars, LLPAccounting (including auditing)1$9,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Lincoln National Corporation$427K
USI Consulting Group$169K
USI Advisors$62K
Key Bank$28K
Forvis LLP$9,900
Forvis Mazars, LLP$9,000

Questions and answers

How many retirement plans does Tribal Casino Gaming Enterprise have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Tribal Casino Gaming Enterprise 401(k) Savings Plan and Tribal Casino Gaming Enterprise Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Tribal Casino Gaming Enterprise contribute to its plans?

$18,251,025 in employer contributions across these plans in their latest plan years, about $4,778 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Lincoln National Corporation, USI Consulting Group, USI Advisors and Key Bank and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.