Plan5500

Dale City, 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, Dale City, VA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,673,509 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 Dale City

  • 1 loaded plans hold $2.7M in reported assets across 1 sponsors.
  • The largest, The Hylton Group 401(K) Retirement Plan, holds 100% of reported Dale City plan assets.
  • Plans cover 42 participants — about 42 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$2.7MSummed across loaded plans$2,673,509
Total reported assets$2.7M$2,673,509
Total reported participants42
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets
Net assets$2.7MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$147.2K
Total income / additions$416.4K
Expenses & distributions
Benefits paid / distributions$167.5K
Total expenses$168K
Net increase / (decrease)$248.4K

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 Dale City, 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

Dale City market comparison

Largest plan share of assets100%The Hylton Group 401(K) Retirement Plan
Participants per plan42Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Dale City

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

  1. 1
    The Hylton Group 401(K) Retirement Plan$2.7M
    Ridgedale, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages