Plan5500

Prestonsburg, KY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Prestonsburg, KY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $33,575,667 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Prestonsburg

  • 4 loaded plans hold $33.6M in reported assets across 3 sponsors.
  • The largest, Mountain 401(K) Plan, holds 55% of reported Prestonsburg plan assets.
  • Plans cover 3,939 participants — about 985 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.5MSummed across loaded plans$33,526,804
Total reported assets$33.6M$33,575,667
Total reported participants3.9K3,939
Total reported liabilities$48.9K$48,863

Reported net position

Reported assets = net assets + liabilities (summed)$33.6M total assets
Net assets$33.5MLiabilities$48.9K
Contributions & income
Employer contributions$2M
Participant contributions$3M
Total income / additions$9.2M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$2M
Net increase / (decrease)$7.2M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Prestonsburg, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Prestonsburg market comparison

Largest plan share of assets55%Mountain 401(K) Plan
Participants per plan985Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Prestonsburg

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mountain 401(K) Plan$18.3M
    Mountain Plus Services, Inc. · 2023
  2. 2
    Big Sandy Health Care, Inc Tax Deferred Annuity Plan$15.3M
    Big Sandy Health Care, Inc · 2023
  3. 3
    Mountain Comprehensive Care Flexible Benefit Plannot reported in the loaded dataset
    Mountain Comprehensive Care Center, Inc · 2023
  4. 4
    Big Sandy Health Care, Inc.not reported in the loaded dataset
    Big Sandy Health Care, Inc. · 2023

Largest plans in Prestonsburg → · Prestonsburg plans by participants → · Prestonsburg plans with financial data → · Prestonsburg plans with provider compensation → · $1B+ plans in Prestonsburg →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Prestonsburg, KY?
4 plan(s) reported by 3 sponsor(s) are loaded for Prestonsburg, KY.

Related Form 5500 pages