Plan5500

Chilhowie, 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, Chilhowie, VA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $17,740,757 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
2
Latest filing year
2023

What stands out in Chilhowie

  • 3 loaded plans hold $17.7M in reported assets across 2 sponsors.
  • The largest, Berry Enterprises, Inc. 401(K) Plan And Trust, holds 55% of reported Chilhowie plan assets.
  • Plans cover 412 participants — about 137 per plan.
  • 67% 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$17.7MSummed across loaded plans$17,740,757
Total reported assets$17.7M$17,740,757
Total reported participants412
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.7M total assets
Net assets$17.7MLiabilities$0
Contributions & income
Employer contributions$599.5K
Participant contributions$843.4K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$588.6K
Total expenses$593.3K
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Chilhowie market comparison

Largest plan share of assets55%Berry Enterprises, Inc. 401(K) Plan And Trust
Participants per plan137Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Chilhowie

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

  1. 1
    Berry Enterprises, Inc. 401(K) Plan And Trust$9.7M
    Berry Enterprises, Inc. · 2023
  2. 2
    Longwall Associates Incorporated 401k Plan$8.1M
    Longwall Associates Incorporated · 2023
  3. 3
    Berry Enterprises, Inc Health And Welfare Plannot reported in the loaded dataset
    Berry Enterprises, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages