Lynchburg, 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, Lynchburg, VA has 84 loaded benefit plan(s) reported by 46 plan sponsor(s), with $5,941,181,772 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 84
- Plan sponsors
- 46
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,941,181,772
- Total reported liabilities (EOY)
- $50,945,931
- Total reported net assets (EOY)
- $5,889,525,086
Contributions & income
- Employer contributions
- $113,076,679
- Participant contributions
- $137,502,733
- Total income / additions
- $1,065,588,726
Expenses & distributions
- Benefits paid / distributions
- $637,040,065
- Total expenses
- $652,007,007
- Net increase / (decrease)
- $413,581,719
Coverage
- Total reported participants
- 73,075
- Plans with financial statements
- 57
- Plans with provider compensation
- 34
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lynchburg, 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 |
|---|---|---|---|
| Bwxt Thrift Plan | Bwxt Investment Company | $1,260,026,922 | 2023 |
| Framatome Inc. 401(K) Retirement Plan | Framatome Inc. | $1,194,830,155 | 2023 |
| Bwxt Master Trust | Bwxt Investment Company | $848,703,602 | 2023 |
| Bwxt Retirement Plan | Bwxt Investment Company | $736,763,528 | 2023 |
| Centra Health Matching Tax Deferred Savings Plan | Centra Health, Inc. | $669,994,115 | 2023 |
| James A. Scott & Son, Incorporated Employee Stock Ownership Plan | James A. Scott & Son, Inc. | $203,659,329 | 2023 |
| Delta Star Employee Stock Ownership Plan | Delta Star, Inc. | $196,826,815 | 2023 |
| Orano Usa 401(K) Retirement Plan | Orano Usa LLC | $161,822,776 | 2023 |
| Wiley & Wilson, Inc. Employee Stock Ownership And Savings Plan | Wiley & Wilson, Inc. | $92,415,668 | 2023 |
| Southern Air, Inc. Cash Or Deferred Profit Sharing Plan | Southern Air Inc. | $62,011,038 | 2023 |
| Delta Star, Inc. 401(K) Retirement Plan | Delta Star, Inc. | $36,906,105 | 2023 |
| The Company Profit Sharing Plan Of English Construction Co. | English Construction Company, Inc. | $34,815,512 | 2023 |
| Southern Air Incorporated Employee Stock Ownership Plan And Trust | Southern Air Incorporated | $31,937,291 | 2023 |
| Amg, Inc. Employee Stock Ownership Plan And Trust | Amg, Inc. | $27,014,821 | 2023 |
| Thriveworks 401(K) Plan | Thrive Counseling LLC | $26,852,090 | 2023 |
| Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan And Trust | Central Virginia Family Physicians, Inc. | $25,258,182 | 2023 |
| W.D. Campbell & Son, Inc. Employee Stock Ownership And Savings Plan | W.D. Campbell & Son, Inc. | $23,670,755 | 2023 |
| The Salary Reduction Thrift Plan For Employees Of N. B. Handy Company, Inc | N.B. Handy Company, Inc. | $22,256,728 | 2023 |
| Automated Conveyor Systems, Inc. Employee Stock Ownership Plan | Automated Conveyor Systems, Inc. | $21,076,956 | 2023 |
| Automated Conveyor Systems, Inc. Profit Sharing Plan | Automated Conveyor Systems, Inc. | $20,195,948 | 2023 |
| Alliance Industrial Corporation Retirement Savings Plan | Alliance Industrial Corporation | $19,974,846 | 2023 |
| James A. Scott & Son, Inc. Pension Plan | James A. Scott & Son, Inc. | $18,432,519 | 2023 |
| Dodson Brothers Exterminating Company, Inc. Profit Sharing 401(K) Plan | Dodson Brothers Exterminating Co., Inc. | $15,577,203 | 2023 |
| Progress Printing Company Profit Sharing And 401(K) Plan | Progress Printing Company | $15,465,161 | 2023 |
| Amg, Inc 401(K) Plan | Amg, Inc. | $14,674,187 | 2023 |
Largest plans in Lynchburg → · Lynchburg plans by participants → · Lynchburg plans with financial data → · Lynchburg plans with provider compensation → · $1B+ plans in Lynchburg →
Related Form 5500 pages
- All VA Form 5500 filings
- Bwxt Thrift Plan (plan 002)
- Bwxt Investment Company — all reported plans
- Framatome Inc. 401(K) Retirement Plan (plan 001)
- Framatome Inc. — all reported plans
- Bwxt Master Trust (plan 003)
- Bwxt Retirement Plan (plan 001)
- Centra Health Matching Tax Deferred Savings Plan (plan 002)
- Centra Health, Inc. — all reported plans
- James A. Scott & Son, Incorporated Employee Stock Ownership Plan (plan 001)
- James A. Scott & Son, Inc. — all reported plans
- Delta Star Employee Stock Ownership Plan (plan 003)
- Delta Star, Inc. — all reported plans
- Orano Usa 401(K) Retirement Plan (plan 001)
- Orano Usa LLC — all reported plans
- Wiley & Wilson, Inc. Employee Stock Ownership And Savings Plan (plan 001)
- Wiley & Wilson, Inc. — all reported plans
- Southern Air, Inc. Cash Or Deferred Profit Sharing Plan (plan 002)
- Southern Air Inc. — all reported plans
- Delta Star, Inc. 401(K) Retirement Plan (plan 005)
- The Company Profit Sharing Plan Of English Construction Co. (plan 001)
- English Construction Company, Inc. — all reported plans
- Southern Air Incorporated Employee Stock Ownership Plan And Trust (plan 001)
- Amg, Inc. Employee Stock Ownership Plan And Trust (plan 001)
- Amg, Inc. — all reported plans
- Thriveworks 401(K) Plan (plan 001)
- Thrive Counseling LLC — all reported plans
- Methodology
- Data sources