Plan5500

Irvington, 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, Irvington, VA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $21,135,536 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 Irvington

  • 5 loaded plans hold $21.1M in reported assets across 3 sponsors.
  • The largest, Northern Neck Insurance Company 401(K) Retirement Plan, holds 54% of reported Irvington plan assets.
  • Plans cover 660 participants — about 132 per plan.
  • 80% 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$21.1MSummed across loaded plans$21,135,536
Total reported assets$21.1M$21,135,536
Total reported participants660
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.1M total assets
Net assets$21.1MLiabilities$0
Contributions & income
Employer contributions$465.4K
Participant contributions$1.1M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Irvington market comparison

Largest plan share of assets54%Northern Neck Insurance Company 401(K) Retirement Plan
Participants per plan132Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Irvington

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

  1. 1
    Northern Neck Insurance Company 401(K) Retirement Plan$11.5M
    Northern Neck Insurance Company · 2023
  2. 2
    Rappahannock Westminster-Canterbury Retirement Plan$9.7M
    Rappahannock Westminster-Canterbury, Inc. · 2023
  3. 3
    Chesapeake Academy Tax Deferred Annuity$0
    Chesapeake Academy Inc · 2023
  4. 4
    Chesapeake Academy Defined Contribution Plan$0
    Chesapeake Academy Inc · 2023
  5. 5
    Rappahannock Westminster Canterbury Employee Benefits Plannot reported in the loaded dataset
    Rappahannock Westminster Canterbury · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages