Plan5500

Cloverdale, 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, Cloverdale, VA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $338,801,428 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Cloverdale

  • 5 loaded plans hold $338.8M in reported assets across 3 sponsors.
  • The largest, New River Electrical Corporation Employee Stock Ownership Plan, holds 95% of reported Cloverdale plan assets.
  • Plans cover 890 participants — about 178 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$306.2MSummed across loaded plans$306,188,799
Total reported assets$338.8M$338,801,428
Total reported participants890
Total reported liabilities$32.3M$32,321,528

Reported net position

Reported assets = net assets + liabilities (summed)$338.8M total assets
Net assets$306.2MLiabilities$32.3M
Contributions & income
Employer contributions$11.4M
Participant contributions$1.2M
Total income / additions$58.8M
Expenses & distributions
Benefits paid / distributions$19.4M
Total expenses$20.3M
Net increase / (decrease)$38.5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Cloverdale market comparison

Largest plan share of assets95%New River Electrical Corporation Employee Stock Ownership Plan
Participants per plan178Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Cloverdale

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

  1. 1
    New River Electrical Corporation Employee Stock Ownership Plan$321M
    New River Electrical Corporation · 2023
  2. 2
    New River Electrical Corporation Retirement Savings Plan$17.2M
    New River Electrical Corporation · 2023
  3. 3
    Court Enterprises, Inc. 401(K) Plan$638.4K
    Court Enterprises, Inc. · 2023
  4. 4
    New River Electrical Corporation Life And Disability Plansnot reported in the loaded dataset
    New River Electrical Corporation · 2023
  5. 5
    Howell'S Motor Freight, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Howell'S Motor Freight, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages