Plan5500

Cape Charles, 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, Cape Charles, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,178,112 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Cape Charles

  • 2 loaded plans hold $4.2M in reported assets across 2 sponsors.
  • The largest, Ballard Employees' 401(K) Retirement Plan, holds 89% of reported Cape Charles plan assets.
  • Plans cover 106 participants — about 53 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$4.2MSummed across loaded plans$4,178,112
Total reported assets$4.2M$4,178,112
Total reported participants106
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$318K
Participant contributions$224.3K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$24.1K
Total expenses$352.1K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cape Charles, 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

Cape Charles market comparison

Largest plan share of assets89%Ballard Employees' 401(K) Retirement Plan
Participants per plan53Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Cape Charles

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

  1. 1
    Ballard Employees' 401(K) Retirement Plan$3.7M
    Ballard Fish & Oyster Co., LLC · 2023
  2. 2
    Mason Avenue Bakery, Inc. Retirement Plan$452.5K
    Mason Avenue Bakery, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cape Charles, VA?
2 plan(s) reported by 2 sponsor(s) are loaded for Cape Charles, VA.

Related Form 5500 pages