Fredericksburg, 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, Fredericksburg, VA has 57 loaded benefit plan(s) reported by 45 plan sponsor(s), with $924,465,801 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 57
- Plan sponsors
- 45
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $924,465,801
- Total reported liabilities (EOY)
- $11,090,069
- Total reported net assets (EOY)
- $913,375,732
Contributions & income
- Employer contributions
- $25,763,829
- Participant contributions
- $52,721,933
- Total income / additions
- $233,786,975
Expenses & distributions
- Benefits paid / distributions
- $85,273,294
- Total expenses
- $89,064,172
- Net increase / (decrease)
- $144,722,803
Coverage
- Total reported participants
- 31,679
- Plans with financial statements
- 44
- Plans with provider compensation
- 20
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fredericksburg, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mary Washington Healthcare 403(B) Plan | Mary Washington Healthcare | $322,790,966 | 2023 |
| Mary Washington Healthcare Defined Benefit Retirement Plan | Mary Washington Healthcare | $123,910,168 | 2023 |
| Mary Washington Healthcare 401(K) Plan | Mary Washington Healthcare | $90,135,090 | 2023 |
| Kaeser Compressors, Inc. 401(K) Profit Sharing Plan | Kaeser Compressors, Inc. | $70,281,860 | 2023 |
| Simventions Retirement Plan | Simventions, Inc. | $47,463,918 | 2023 |
| Pathways 401(K) Plan | Pathways Health & Community Supp | $47,284,216 | 2023 |
| Safford Automotive Group 401(K) Plan | James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg | $37,211,628 | 2023 |
| Tekla Research, Inc. 401(K) Plan | Tekla Research, Inc. | $26,992,567 | 2023 |
| The Gemroi Company Employee Stock Ownership Plan | The Gemroi Company, Inc | $21,408,787 | 2023 |
| Simventions, Inc. Employee Stock Ownership Plan | Simventions, Inc. | $18,640,828 | 2023 |
| W. C. Spratt Incorporated Employee Stock Ownership Plan | W. C. Spratt Incorporated | $14,132,345 | 2023 |
| Obsidian Solutions Group 401(K) Plan | Obsidian Solutions Group LLC | $9,414,206 | 2023 |
| Una-Dyn 401(K) Plan | Universal Dynamics, Inc. | $9,171,475 | 2023 |
| Hematology Oncology Associates Of Fredericksburg, Inc. Employees' Defined Benefit Plan | Hematology Oncology Assoc. Of Fredericksburg, Inc | $8,913,093 | 2023 |
| Hematology Oncology Associates Of Fredericksburg, Inc. Employees' 401(K) Profit Sharing Plan | Hematology Oncology Assoc. Of Fredericksburg, Inc | $7,467,929 | 2023 |
| Tentamus North America, Inc. 401(K) Plan | Tentamus North America, Inc. | $7,217,850 | 2023 |
| The New Haven Companies, Inc. 401(K) Savings Plan | The New Haven Companies, Inc. | $7,159,326 | 2023 |
| American Technology Solutions International Corporation 401(K) Plan | American Technology Solutions | $6,489,083 | 2023 |
| B & F Ceramics Design Showroom, Inc. 401(K) Profit Sharing Plan And Trust | B & F Ceramics Design Showroom, Inc. | $6,234,659 | 2023 |
| Flatter, Inc. 401(K) Plan | Flatter, Inc. | $5,689,307 | 2023 |
| Fredericksburg Christian School 401(K) Plan | Fredericksburg Christian Educational Services, Inc. | $5,440,678 | 2023 |
| Movement Strategy 401(K) Plan | Movement Strategy, LLC | $4,368,723 | 2023 |
| Hazel Land Companies, Inc. 401(K) Profit Sharing Plan | Hazel Land Companies Inc | $4,073,596 | 2023 |
| Fredericksburg Dental Care, P.L.C. 401(K) Plan | Fredericksburg Dental Care, P.L.C. | $3,912,879 | 2023 |
| Onduline North America, Inc. 401(K) Plan | Onduline North America, Inc. | $3,172,418 | 2023 |
Largest plans in Fredericksburg → · Fredericksburg plans by participants → · Fredericksburg plans with financial data → · Fredericksburg plans with provider compensation → · $1B+ plans in Fredericksburg →
Related Form 5500 pages
- All VA Form 5500 filings
- Mary Washington Healthcare 403(B) Plan (plan 003)
- Mary Washington Healthcare — all reported plans
- Mary Washington Healthcare Defined Benefit Retirement Plan (plan 001)
- Mary Washington Healthcare 401(K) Plan (plan 002)
- Kaeser Compressors, Inc. 401(K) Profit Sharing Plan (plan 002)
- Kaeser Compressors, Inc. — all reported plans
- Simventions Retirement Plan (plan 001)
- Simventions, Inc. — all reported plans
- Pathways 401(K) Plan (plan 001)
- Pathways Health & Community Supp — all reported plans
- Safford Automotive Group 401(K) Plan (plan 001)
- James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg — all reported plans
- Tekla Research, Inc. 401(K) Plan (plan 001)
- Tekla Research, Inc. — all reported plans
- The Gemroi Company Employee Stock Ownership Plan (plan 003)
- The Gemroi Company, Inc — all reported plans
- Simventions, Inc. Employee Stock Ownership Plan (plan 002)
- W. C. Spratt Incorporated Employee Stock Ownership Plan (plan 002)
- W. C. Spratt Incorporated — all reported plans
- Obsidian Solutions Group 401(K) Plan (plan 001)
- Obsidian Solutions Group LLC — all reported plans
- Una-Dyn 401(K) Plan (plan 401)
- Universal Dynamics, Inc. — all reported plans
- Hematology Oncology Associates Of Fredericksburg, Inc. Employees' Defined Benefit Plan (plan 001)
- Hematology Oncology Assoc. Of Fredericksburg, Inc — all reported plans
- Hematology Oncology Associates Of Fredericksburg, Inc. Employees' 401(K) Profit Sharing Plan (plan 002)
- Methodology
- Data sources