How many Form 5500 benefit plans are loaded for Broad Run, VA?

1 plan(s) reported by 1 sponsor(s) are loaded for Broad Run, VA.

Broad Run, 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, Broad Run, VA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $94,746 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Broad Run

1 loaded plans hold $94.7K in reported assets across 1 sponsors.
The largest, Robertson Indemnity Retirement Plan, holds 100% of reported Broad Run plan assets.
Plans cover 2 participants — about 2 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$94.7KSummed across loaded plans$94,746

Total reported assets$94.7K$94,746

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$94.7K total assets

Net assets$94.7KLiabilities—

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Broad Run, 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

Broad Run market comparison

Largest plan share of assets100%Robertson Indemnity Retirement Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Broad Run

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

1
Robertson Indemnity Retirement Plan$94.7K
Robertson Insurance Associates Inc. · 2023

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

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Frequently asked questions

How many Form 5500 benefit plans are loaded for Broad Run, VA?: 1 plan(s) reported by 1 sponsor(s) are loaded for Broad Run, VA.