Harrisonburg, 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, Harrisonburg, VA has 31 loaded benefit plan(s) reported by 24 plan sponsor(s), with $232,495,982 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $232,495,982
- Total reported liabilities (EOY)
- $10,912,429
- Total reported net assets (EOY)
- $221,583,553
Contributions & income
- Employer contributions
- $10,956,217
- Participant contributions
- $7,589,813
- Total income / additions
- $58,047,061
Expenses & distributions
- Benefits paid / distributions
- $17,215,532
- Total expenses
- $18,035,981
- Net increase / (decrease)
- $40,011,080
Coverage
- Total reported participants
- 7,721
- Plans with financial statements
- 19
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harrisonburg, 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 |
|---|---|---|---|
| Comsonics, Inc. Employee Stock Ownership Trust | Comsonics, Inc. | $45,680,620 | 2023 |
| Comsonics, Inc. 401(K) Plan | Comsonics, Inc. | $20,129,062 | 2023 |
| Glass & Metals, Inc. Employee Stock Ownership And Savings Plan | Glass & Metals, Inc. | $19,623,018 | 2023 |
| Rockingham Group Retirement Plan | Rockingham Insurance Company | $18,283,490 | 2023 |
| Sunnyside 401(K) And Retirement Plan | Sunnyside Presbyterian Home | $16,853,440 | 2023 |
| Nielsen Builders Inc Employee Stock Ownership Savings Plan | Nielsen Builders Inc Employee Stock Ownership Savings Plan | $16,137,207 | 2023 |
| Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership And Savings | Layman, Diener, & Borntrager Insurance Agency, Inc. | $15,258,012 | 2023 |
| Waw 401k Plan | Wharton Aldhizer & Weaver, Plc | $13,898,338 | 2023 |
| Blauch Brothers, Inc. 401(K) Profit Sharing Plan | Blauch Brothers, Inc. | $10,986,173 | 2023 |
| Artisan Packaging Retirement Plan | Artisan Packaging, LLC | $9,954,929 | 2023 |
| Montebello 401(K) Plan | Montebello Packaging | $9,157,886 | 2023 |
| Interchange Group, Inc. 401(K) Plan | Interchange Group, Inc. | $8,100,654 | 2023 |
| Harman Construction, Inc. Employee Stock Ownership Plan | Harman Construction, Inc. | $6,972,129 | 2023 |
| Maclease, Inc. Employee Stock Ownership Plan | Maclease, Inc. | $6,895,564 | 2023 |
| Conmat Group Inc 401(K) Profit Sharing Retirement Plan | Conmat Group, Inc. | $6,812,542 | 2023 |
| Soli Organic 401(K) Plan | Soli Organic, Inc. | $5,515,901 | 2023 |
| Shenandoah Valley Organic, LLC Employee Savings Plan | Shenandoah Valley Organic, LLC | $2,096,231 | 2023 |
| Laurel Spr Investments, Inc. 401(K) Plan | Laurel Spr Investments, Inc. | $139,236 | 2023 |
| Falco Emotors Inc. 401(K) Plan | Falco Emotors Inc. | $1,550 | 2023 |
| Conmat Group, Inc. Premium Conversion Plan | Conmat Group, Inc. | not reported in the loaded dataset | 2023 |
| Super Motors Dba Steven Auto Group Welfare Benefit Plan | Super Motors, Inc Dba Steven Auto Group | not reported in the loaded dataset | 2023 |
| Friendship Industries, Inc. Welfare Benefits Plan | Friendship Industries, Inc. | not reported in the loaded dataset | 2023 |
| Jenzabar, Inc. Welfare Benefit Plan | Jenzabar, Inc. | not reported in the loaded dataset | 2023 |
| Rockingham Cooperative Farm Bureau, Inc. Employee Benefit Plan | Rockingham Cooperative Farm Bureau, Inc. | not reported in the loaded dataset | 2023 |
| Sunnyside Presbyterian Home Health And Welfare Plan | Sunnyside Presbyterian Home | not reported in the loaded dataset | 2023 |
Largest plans in Harrisonburg → · Harrisonburg plans by participants → · Harrisonburg plans with financial data → · Harrisonburg plans with provider compensation → · $1B+ plans in Harrisonburg →
Related Form 5500 pages
- All VA Form 5500 filings
- Comsonics, Inc. Employee Stock Ownership Trust (plan 001)
- Comsonics, Inc. — all reported plans
- Comsonics, Inc. 401(K) Plan (plan 002)
- Glass & Metals, Inc. Employee Stock Ownership And Savings Plan (plan 002)
- Glass & Metals, Inc. — all reported plans
- Rockingham Group Retirement Plan (plan 001)
- Rockingham Insurance Company — all reported plans
- Sunnyside 401(K) And Retirement Plan (plan 001)
- Sunnyside Presbyterian Home — all reported plans
- Nielsen Builders Inc Employee Stock Ownership Savings Plan (plan 001)
- Nielsen Builders Inc Employee Stock Ownership Savings Plan — all reported plans
- Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership And Savings (plan 001)
- Layman, Diener, & Borntrager Insurance Agency, Inc. — all reported plans
- Waw 401k Plan (plan 001)
- Wharton Aldhizer & Weaver, Plc — all reported plans
- Blauch Brothers, Inc. 401(K) Profit Sharing Plan (plan 002)
- Blauch Brothers, Inc. — all reported plans
- Artisan Packaging Retirement Plan (plan 001)
- Artisan Packaging, LLC — all reported plans
- Montebello 401(K) Plan (plan 001)
- Montebello Packaging — all reported plans
- Interchange Group, Inc. 401(K) Plan (plan 001)
- Interchange Group, Inc. — all reported plans
- Harman Construction, Inc. Employee Stock Ownership Plan (plan 002)
- Harman Construction, Inc. — all reported plans
- Maclease, Inc. Employee Stock Ownership Plan (plan 002)
- Maclease, Inc. — all reported plans
- Conmat Group Inc 401(K) Profit Sharing Retirement Plan (plan 001)
- Conmat Group, Inc. — all reported plans
- Methodology
- Data sources