Oakland, 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, Oakland, MD has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $200,741,345 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $200,741,345
- Total reported liabilities (EOY)
- $109,632,027
- Total reported net assets (EOY)
- $91,109,318
Contributions & income
- Employer contributions
- $7,400,411
- Participant contributions
- $4,055,261
- Total income / additions
- $49,187,910
Expenses & distributions
- Benefits paid / distributions
- $13,784,399
- Total expenses
- $16,516,512
- Net increase / (decrease)
- $32,671,398
Coverage
- Total reported participants
- 3,608
- Plans with financial statements
- 10
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oakland, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| First United Corporation Pension Plan | First United Corporation | $51,504,672 | 2023 |
| Garrett Holdings, Inc. Employee Stock Ownership Plan | Gms Holdings Inc | $42,180,000 | 2023 |
| Retirement Plan For Employees Of Garrett County Memorial Hospital | Garrett County Memorial Hospital (Dba Garrett Regional Medical Center) | $40,983,577 | 2023 |
| First United Corporation 401(K) Profit Sharing Plan | First United Corporation | $38,233,043 | 2023 |
| Gms Mine Repair And Maintenance, Inc. 401(K) Profit Sharing Plan | Gms Mine Repair And Maintenance, Inc. | $14,174,972 | 2023 |
| Gcc Technologies, LLC Retirement Plan And Trust | Gcc Technologies, LLC | $7,450,509 | 2023 |
| Mountain Laurel Medical Center 403(B) Plan | Western Maryland Health Care Corporation | $4,933,808 | 2023 |
| A. D. Naylor & Company, Inc. Employee Stock Ownership Plan | A. D. Naylor & Company, Inc. | $990,764 | 2023 |
| Kal Holdings, Inc. Retirement Plan | Kal Holdings, Inc. | $290,000 | 2023 |
| First United Corporation Employee Benefit Plan | First United Corporation | $0 | 2023 |
| First United Corporation Insurance Plan | First United Corporation | not reported in the loaded dataset | 2023 |
| Fairfax Holdings, Inc. Benefits Welfare Plan | Fairfax Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Mountain Laurel Medical Center Health And Welfare Benefit Plan | Western Maryland Health Care Corp | not reported in the loaded dataset | 2023 |
Largest plans in Oakland → · Oakland plans by participants → · Oakland plans with financial data → · Oakland plans with provider compensation → · $1B+ plans in Oakland →
Related Form 5500 pages
- All MD Form 5500 filings
- First United Corporation Pension Plan (plan 001)
- First United Corporation — all reported plans
- Garrett Holdings, Inc. Employee Stock Ownership Plan (plan 001)
- Gms Holdings Inc — all reported plans
- Retirement Plan For Employees Of Garrett County Memorial Hospital (plan 001)
- Garrett County Memorial Hospital (Dba Garrett Regional Medical Center) — all reported plans
- First United Corporation 401(K) Profit Sharing Plan (plan 002)
- Gms Mine Repair And Maintenance, Inc. 401(K) Profit Sharing Plan (plan 001)
- Gms Mine Repair And Maintenance, Inc. — all reported plans
- Gcc Technologies, LLC Retirement Plan And Trust (plan 001)
- Gcc Technologies, LLC — all reported plans
- Mountain Laurel Medical Center 403(B) Plan (plan 001)
- Western Maryland Health Care Corporation — all reported plans
- A. D. Naylor & Company, Inc. Employee Stock Ownership Plan (plan 002)
- A. D. Naylor & Company, Inc. — all reported plans
- Kal Holdings, Inc. Retirement Plan (plan 001)
- Kal Holdings, Inc. — all reported plans
- First United Corporation Employee Benefit Plan (plan 501)
- First United Corporation Insurance Plan (plan 502)
- Fairfax Holdings, Inc. Benefits Welfare Plan (plan 501)
- Fairfax Holdings, Inc. — all reported plans
- Mountain Laurel Medical Center Health And Welfare Benefit Plan (plan 501)
- Methodology
- Data sources