Plan5500

La Plata, 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, La Plata, MD has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $65,495,052 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$65.5MSummed across loaded plans$65,495,052
Total reported assets$65.5M$65,495,052
Total reported participants2.3K2,250
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$65.5M total assets
Net assets$65.5MLiabilities$0
Contributions & income
Employer contributions$7.4M
Participant contributions$3.7M
Total income / additions$21.2M
Expenses & distributions
Benefits paid / distributions$19.6M
Total expenses$19.8M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation4 / 8 (50%)

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

La Plata market comparison

Largest plan share of assets64%H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan
Participants per plan281Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in La Plata

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

  1. 1
    H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan$42M
    The Wills Group, Inc. · 2023
  2. 2
    Fgs, LLC 401(K) Profit Sharing Plan$18.4M
    Fgs, LLC · 2023
  3. 3
    Ccnrc 403b Plan$5M
    Charles County Nursing & Rehabilitation Center · 2023
  4. 4
    Pinoy Media Group & Ventures Corp 401(K) Plan$43.5K
    Pinoy Media Group & Ventures Corp · 2023
  5. 5
    The Wills Group, Inc. Employees' Pension Plan$0
    The Wills Group, Inc. · 2023
  6. 6
    Sagepoint Senior Living Services Health & Welfare Benefits Plannot reported in the loaded dataset
    Sagepoint Senior Living Services · 2023
  7. 7
    Spring Dell Center, Inc - Principal Lifenot reported in the loaded dataset
    Spring Dell Center, Inc. · 2023
  8. 8
    Fgs, LLC Welfare Benefit Plannot reported in the loaded dataset
    Fgs, LLC · 2023

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

Related Form 5500 pages