Bridgewater, 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, Bridgewater, VA has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $69,503,006 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $69,503,006
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $69,503,006
Contributions & income
- Employer contributions
- $1,466,356
- Participant contributions
- $4,122,802
- Total income / additions
- $17,435,592
Expenses & distributions
- Benefits paid / distributions
- $5,967,684
- Total expenses
- $6,180,089
- Net increase / (decrease)
- $11,255,503
Coverage
- Total reported participants
- 3,080
- Plans with financial statements
- 3
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bridgewater, 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 |
|---|---|---|---|
| Dynamic Aviation Group, Inc. 401(K) Profit Sharing Plan | Dynamic Aviation Group, Inc. | $39,376,383 | 2023 |
| Bridgewater Healthcare, Inc. 403(B) Retirement Plan | Bridgewater Healthcare, Inc. | $20,132,399 | 2023 |
| Shickel Corporation Retirement Savings Plan | Shickel Corporation | $9,994,224 | 2023 |
| Shickel Corporation Employee Welfare Benefit Plan | Shickel Corporation | not reported in the loaded dataset | 2023 |
| Dynamic Aviation Group Inc. Cafeteria Plan | Dynamic Aviation Group, Inc. | not reported in the loaded dataset | 2023 |
| Bridgewater Home, Inc. Employee Benefit Plan | Bridgewater Home, Inc. | not reported in the loaded dataset | 2023 |
| Bridgewater Home, Inc. Employee Premium Conversion Plan | Bridgewater Home, Inc. | not reported in the loaded dataset | 2023 |
| Bridgewater Healthcare, Inc. Welfare Benefit Plan | Bridgewater Healthcare, Inc. | not reported in the loaded dataset | 2023 |
| Bridgewater College Welfare Benefit Plan | Bridgewater College | not reported in the loaded dataset | 2023 |
Largest plans in Bridgewater → · Bridgewater plans by participants → · Bridgewater plans with financial data → · Bridgewater plans with provider compensation → · $1B+ plans in Bridgewater →
Related Form 5500 pages
- All VA Form 5500 filings
- Dynamic Aviation Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dynamic Aviation Group, Inc. — all reported plans
- Bridgewater Healthcare, Inc. 403(B) Retirement Plan (plan 002)
- Bridgewater Healthcare, Inc. — all reported plans
- Shickel Corporation Retirement Savings Plan (plan 001)
- Shickel Corporation — all reported plans
- Shickel Corporation Employee Welfare Benefit Plan (plan 501)
- Dynamic Aviation Group Inc. Cafeteria Plan (plan 501)
- Bridgewater Home, Inc. Employee Benefit Plan (plan 501)
- Bridgewater Home, Inc. — all reported plans
- Bridgewater Home, Inc. Employee Premium Conversion Plan (plan 502)
- Bridgewater Healthcare, Inc. Welfare Benefit Plan (plan 503)
- Bridgewater College Welfare Benefit Plan (plan 506)
- Bridgewater College — all reported plans
- Methodology
- Data sources