Plan5500

Big Stone Gap, 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, Big Stone Gap, VA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,353,054 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 Big Stone Gap

  • 3 loaded plans hold $8.4M in reported assets across 3 sponsors.
  • The largest, South-West Insurance Agency, Inc. Employees' Savings Plan, holds 49% of reported Big Stone Gap plan assets.
  • Plans cover 264 participants — about 88 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.4MSummed across loaded plans$8,353,054
Total reported assets$8.4M$8,353,054
Total reported participants264
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.4M total assets
Net assets$8.4MLiabilities$0
Contributions & income
Employer contributions$244.9K
Participant contributions$362.1K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$359.6K
Total expenses$402.8K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Big Stone Gap, 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

Big Stone Gap market comparison

Largest plan share of assets49%South-West Insurance Agency, Inc. Employees' Savings Plan
Participants per plan88Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Big Stone Gap

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

  1. 1
    South-West Insurance Agency, Inc. Employees' Savings Plan$4.1M
    South-West Insurance Agency, Inc. · 2023
  2. 2
    Quesenberry'S, Inc. 401(K) Plan$2.5M
    Quesenberry'S, Inc. · 2023
  3. 3
    Riggs Oil Co. 401(K) Plan$1.7M
    Riggs Oil Co, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Big Stone Gap, VA?
3 plan(s) reported by 3 sponsor(s) are loaded for Big Stone Gap, VA.

Related Form 5500 pages