Plan5500

Berryville, 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, Berryville, VA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $38,672,931 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
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.7MSummed across loaded plans$38,672,931
Total reported assets$38.7M$38,672,931
Total reported participants1.7K1,670
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.7M total assets
Net assets$38.7MLiabilities$0
Contributions & income
Employer contributions$2.9M
Participant contributions$2M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$7.4M
Total expenses$7.6M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

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

Computed from loaded plans

Berryville market comparison

Largest plan share of assets78%Sba Defined Contribution Plan For Bank Of Clarke
Participants per plan278Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Berryville

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

  1. 1
    Sba Defined Contribution Plan For Bank Of Clarke$30.2M
    Bank Of Clarke · 2023
  2. 2
    Am-Liner Savings & Retirement Plan$7.9M
    Am-Liner East, Inc. · 2023
  3. 3
    Berryville Medical Associates 401(K) Retirement Plan$577.3K
    Berryville Medical Associates, Plc · 2023
  4. 4
    Better Way Business Services Inc. 401(K) Plan$3.7K
    Better Way Business Services Inc. · 2023
  5. 5
    The Bank Of Clarke County Employee Stock Ownership Plan$0
    Bank Of Clarke County · 2023
  6. 6
    Bpg Usa Severance Plannot reported in the loaded dataset
    Berryville Graphics, Inc. · 2023

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

Related Form 5500 pages