How many Form 5500 benefit plans are loaded for Virginia, MN?

3 plan(s) reported by 3 sponsor(s) are loaded for Virginia, MN.

Virginia, MN 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, Virginia, MN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $29,494,941 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 3
Plan sponsors: 3
Latest filing year: 2023

What stands out in Virginia

3 loaded plans hold $29.5M in reported assets across 3 sponsors.
The largest, 403(B) Thrift Plan Of Arrowhead Economic Opportunity Agency, Incorporated, holds 58% of reported Virginia plan assets.
Plans cover 867 participants — about 289 per plan.
100% of loaded plans report full Schedule H/I financial statements.
67% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.5MSummed across loaded plans$29,491,391

Total reported assets$29.5M$29,494,941

Total reported participants867

Total reported liabilities$3.5K$3,550

Reported net position

Reported assets = net assets + liabilities (summed)$29.5M total assets

Net assets$29.5MLiabilities$3.5K

Contributions & income

Employer contributions$1M

Participant contributions$1.4M

Total income / additions$6.6M

Expenses & distributions

Benefits paid / distributions$3.7M

Total expenses$3.8M

Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements3 / 3 (100%)

Plans with provider compensation2 / 3 (67%)

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

Virginia market comparison

Largest plan share of assets58%403(B) Thrift Plan Of Arrowhead Economic Opportunity Agency, Incorporated

Participants per plan289Average across loaded plans

Plan sponsors3

Ranked by reported assets

Largest loaded plans in Virginia

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

1
403(B) Thrift Plan Of Arrowhead Economic Opportunity Agency, Incorporated$17.2M
Arrowhead Economic Opportunity Agency, Incorporated · 2023
2
Range Mental Health Center, Inc. Retirement Savings Plan$7.4M
Range Mental Health Center, Inc. · 2023
3
Edwards Oil Employees Profit Sharing & 401(K) Plan$4.9M
Edwards Oil, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Virginia, MN?: 3 plan(s) reported by 3 sponsor(s) are loaded for Virginia, MN.