Plan5500

Clifton, 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, Clifton, VA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,126,617 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 Clifton

  • 3 loaded plans hold $1.1M in reported assets across 3 sponsors.
  • The largest, Core Outdoor Living LLC 401(K) Profit Sharing Plan & Trust, holds 93% of reported Clifton plan assets.
  • Plans cover 26 participants — about 9 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$1.1MSummed across loaded plans$1,126,617
Total reported assets$1.1M$1,126,617
Total reported participants26
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$36.9K
Participant contributions$144.4K
Total income / additions$602.3K
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)-$1.8M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Clifton market comparison

Largest plan share of assets93%Core Outdoor Living LLC 401(K) Profit Sharing Plan & Trust
Participants per plan9Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Clifton

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

  1. 1
    Core Outdoor Living LLC 401(K) Profit Sharing Plan & Trust$1.1M
    Core Outdoor Living LLC · 2023
  2. 2
    Clifton Foot And Ankle Center P.C. 401(K) Plan$74.5K
    Clifton Foot And Ankle Center P.C. · 2023
  3. 3
    Jk Enterprise Landscape Supply 401(K) Trust$0
    Jk Enterprise Landscape Supply LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages