Plan5500

Buckeystown, 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, Buckeystown, MD has 6 loaded benefit plan(s) reported by 1 plan sponsor(s), with $31,882,289 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
1
Latest filing year
2023

What stands out in Buckeystown

  • 6 loaded plans hold $31.9M in reported assets across 1 sponsors.
  • The largest, Roy Jorgensen Associates, Inc. Retirement Plan, holds 100% of reported Buckeystown plan assets.
  • Plans cover 3,482 participants — about 580 per plan.
  • 17% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.9MSummed across loaded plans$31,878,289
Total reported assets$31.9M$31,882,289
Total reported participants3.5K3,482
Total reported liabilities$4K$4,000

Reported net position

Reported assets = net assets + liabilities (summed)$31.9M total assets
Net assets$31.9MLiabilities$4K
Contributions & income
Employer contributions$762.6K
Participant contributions$3M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.3M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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

Buckeystown market comparison

Largest plan share of assets100%Roy Jorgensen Associates, Inc. Retirement Plan
Participants per plan580Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Buckeystown

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

  1. 1
    Roy Jorgensen Associates, Inc. Retirement Plan$31.9M
    Roy Jorgensen Associates, Inc. · 2023
  2. 2
    Roy Jorgensen Associates Inc. And Related Companies Ltd And Group Life Plannot reported in the loaded dataset
    Roy Jorgensen Associates Inc. · 2023
  3. 3
    Roy Jorgensen Associates Inc. And Related Companies Group Health Plannot reported in the loaded dataset
    Roy Jorgensen Associates Inc. · 2023
  4. 4
    Roy Jorgensen Associates Inc. Vision Plannot reported in the loaded dataset
    Roy Jorgensen Associates Inc. Vision Plan · 2023
  5. 5
    Roy Jorgensen Associates Inc. Fsanot reported in the loaded dataset
    Roy Jorgensen Associates Inc. · 2023
  6. 6
    Roy Jorgensen Associates Inc. Critical Illness Plannot reported in the loaded dataset
    Roy Jorgensen Associates Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Buckeystown, MD?
6 plan(s) reported by 1 sponsor(s) are loaded for Buckeystown, MD.

Related Form 5500 pages