Plan5500

Marion, 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, Marion, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,384,649 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Marion

  • 2 loaded plans hold $3.4M in reported assets across 2 sponsors.
  • The largest, Marion Mold & Tool Employee Stock Ownership Plan, holds 100% of reported Marion plan assets.
  • Plans cover 385 participants — about 193 per plan.
  • 50% 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$2.8MSummed across loaded plans$2,811,475
Total reported assets$3.4M$3,384,649
Total reported participants385
Total reported liabilities$573.2K$573,174

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$2.8MLiabilities$573.2K
Contributions & income
Employer contributions$491.6K
Participant contributionsNot reported
Total income / additions$624.6K
Expenses & distributions
Benefits paid / distributions$263K
Total expenses$318.1K
Net increase / (decrease)$306.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Marion market comparison

Largest plan share of assets100%Marion Mold & Tool Employee Stock Ownership Plan
Participants per plan193Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Marion

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

  1. 1
    Marion Mold & Tool Employee Stock Ownership Plan$3.4M
    Marion Mold & Tool, Inc. · 2023
  2. 2
    Insights Training Group, LLC Health And Welfare Plannot reported in the loaded dataset
    Insights Training Group, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Marion, VA?
2 plan(s) reported by 2 sponsor(s) are loaded for Marion, VA.

Related Form 5500 pages