Plan5500

Accokeek, MD 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, Accokeek, MD has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $37,669,415 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Accokeek

  • 5 loaded plans hold $37.7M in reported assets across 4 sponsors.
  • The largest, Beretta U.S.A. Corporation 401(K) & Profit Sharing Plan, holds 99% of reported Accokeek plan assets.
  • Plans cover 775 participants — about 155 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37.5MSummed across loaded plans$37,505,602
Total reported assets$37.7M$37,669,415
Total reported participants775
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37.7M total assets
Net assets$37.5MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$1.4M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$5.8M
Total expenses$5.9M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Accokeek, MD 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

Accokeek market comparison

Largest plan share of assets99%Beretta U.S.A. Corporation 401(K) & Profit Sharing Plan
Participants per plan155Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Accokeek

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

  1. 1
    Beretta U.S.A. Corporation 401(K) & Profit Sharing Plan$37.3M
    Beretta U.S.A. Corporation · 2023
  2. 2
    Jonas Corporate Investments Inc. 401(K) Plan$402.7K
    Jonas Corporate Investments Inc. · 2023
  3. 3
    Maramill Corporation 401(K) Plan$11.4K
    Maramill Corporation · 2023
  4. 4
    Beretta Usa Corp Cafeteria Plannot reported in the loaded dataset
    Beretta Usa Corporation · 2023
  5. 5
    Prime Response, Inc. Life & Disability Plannot reported in the loaded dataset
    Prime Response, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Accokeek, MD?
5 plan(s) reported by 4 sponsor(s) are loaded for Accokeek, MD.

Related Form 5500 pages