Ashland, VA 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, Ashland, VA has 31 loaded benefit plan(s) reported by 25 plan sponsor(s), with $242,843,441 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $242,843,441
- Total reported liabilities (EOY)
- $113,337
- Total reported net assets (EOY)
- $242,730,104
Contributions & income
- Employer contributions
- $7,874,018
- Participant contributions
- $16,621,265
- Total income / additions
- $61,646,131
Expenses & distributions
- Benefits paid / distributions
- $25,791,202
- Total expenses
- $26,901,010
- Net increase / (decrease)
- $34,745,121
Coverage
- Total reported participants
- 8,988
- Plans with financial statements
- 16
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ashland, VA 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 |
|---|---|---|---|
| Jre & 4r Employee Retirement Plan | Jre Holdings, Inc. | $148,544,581 | 2023 |
| Tsrc, Inc. Savings & Investment Plan | Tsrc, Inc. | $26,813,582 | 2023 |
| Anton Paar Usa, Inc. Profit Sharing Plan | Anton Paar Usa, Inc. | $19,538,604 | 2023 |
| Rbi Corporation Profit Sharing Plan | Rbi Corporation | $11,216,653 | 2023 |
| Fmh Holdings, Inc. Employee Stock Ownership Plan | Fmh Holdings, Inc. | $10,450,000 | 2023 |
| Rrs Foodservice 401(K) And Profit Sharing Plan | J. L. Culpepper & Company, Inc. | $7,301,259 | 2023 |
| Produce Source Partners, Inc. 401(K) Plan | Produce Source Partners, Inc. | $4,290,825 | 2023 |
| James River Petroleum, Inc. Employees' 401(K) Plan | James River Petroleum, Inc. | $4,276,407 | 2023 |
| Mckinney & Company, Inc. Employee Stock Ownership And Savings Plan | Mckinney & Company, Inc. | $3,563,210 | 2023 |
| Cornerstone Labor Services Union 401(K) Plan | Cornerstone Labor Services, Inc | $2,808,902 | 2023 |
| Harris Heating And Plumbing Profit Sharing Plan | Harris Heating And Plaumbing Co | $1,540,814 | 2023 |
| Vermillion, Inc. Retirement Plan | Vermillion, Inc. | $916,096 | 2023 |
| Dm Concessions Inc. Profit Sharing Plan | Dm Concessions Inc. | $852,097 | 2023 |
| Cdr Enterprises, Inc. 401(K) Plan | Cdr Enterprises, Inc. | $327,880 | 2023 |
| H & H Enterprises.Bgg, Inc. Retirement Plan | H & H Enterprises.Bgg, Inc. | $258,624 | 2023 |
| Green Top Sporting Goods Employee Benefit Plan | Green Top Sporting Goods Corp. | $143,907 | 2023 |
| Zola Cabinet And Stone LLC Employee Benefit Plan | Zola Cabinet And Stone LLC | not reported in the loaded dataset | 2023 |
| Anton Paar Usa Group Welfare Plan | Anton Paar Usa | not reported in the loaded dataset | 2023 |
| Ferrara Construction Safety, LLC Employee Benefit Plan | Ferrara Construction Safety, LLC | not reported in the loaded dataset | 2023 |
| Sweetie Boy Transportation LLC Employee Benefit Plan | Sweetie Boy Transportation LLC | not reported in the loaded dataset | 2023 |
| Randolph-Macon College Group Welfare Plan | Randolph - Macon College | not reported in the loaded dataset | 2023 |
| J.L. Culpepper And Company, Inc. Life And Ad&D Plan | J.L. Culpepper And Company, Inc. | not reported in the loaded dataset | 2023 |
| J.L. Culpepper And Company, Inc. Std Plan | J.L. Culpepper And Company, Inc. | not reported in the loaded dataset | 2023 |
| J.L. Culpepper And Company, Inc. Ltd Plan | J.L. Culpepper And Company, Inc. | not reported in the loaded dataset | 2023 |
| Foley Material Handling Employee Benefits Plan | Foley Material Handling Co., Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Ashland → · Ashland plans by participants → · Ashland plans with financial data → · Ashland plans with provider compensation → · $1B+ plans in Ashland →
Related Form 5500 pages
- All VA Form 5500 filings
- Jre & 4r Employee Retirement Plan (plan 002)
- Jre Holdings, Inc. — all reported plans
- Tsrc, Inc. Savings & Investment Plan (plan 001)
- Tsrc, Inc. — all reported plans
- Anton Paar Usa, Inc. Profit Sharing Plan (plan 001)
- Anton Paar Usa, Inc. — all reported plans
- Rbi Corporation Profit Sharing Plan (plan 001)
- Rbi Corporation — all reported plans
- Fmh Holdings, Inc. Employee Stock Ownership Plan (plan 002)
- Fmh Holdings, Inc. — all reported plans
- Rrs Foodservice 401(K) And Profit Sharing Plan (plan 001)
- J. L. Culpepper & Company, Inc. — all reported plans
- Produce Source Partners, Inc. 401(K) Plan (plan 001)
- Produce Source Partners, Inc. — all reported plans
- James River Petroleum, Inc. Employees' 401(K) Plan (plan 001)
- James River Petroleum, Inc. — all reported plans
- Mckinney & Company, Inc. Employee Stock Ownership And Savings Plan (plan 001)
- Mckinney & Company, Inc. — all reported plans
- Cornerstone Labor Services Union 401(K) Plan (plan 002)
- Cornerstone Labor Services, Inc — all reported plans
- Harris Heating And Plumbing Profit Sharing Plan (plan 001)
- Harris Heating And Plaumbing Co — all reported plans
- Vermillion, Inc. Retirement Plan (plan 001)
- Vermillion, Inc. — all reported plans
- Dm Concessions Inc. Profit Sharing Plan (plan 001)
- Dm Concessions Inc. — all reported plans
- Cdr Enterprises, Inc. 401(K) Plan (plan 001)
- Cdr Enterprises, Inc. — all reported plans
- H & H Enterprises.Bgg, Inc. Retirement Plan (plan 001)
- H & H Enterprises.Bgg, Inc. — all reported plans
- Methodology
- Data sources