Plan5500

Mc Lean, 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, Mc Lean, VA has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $213,220,754 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

What stands out in Mc Lean

  • 10 loaded plans hold $213.2M in reported assets across 9 sponsors.
  • The largest, Sms Data Products Group, Inc. 401(K) Retirement Plan, holds 37% of reported Mc Lean plan assets.
  • Plans cover 3,773 participants — about 377 per plan.
  • 90% of loaded plans report full Schedule H/I financial statements.
  • 90% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$219.6MSummed across loaded plans$219,578,947
Total reported assets$213.2M$213,220,754
Total reported participants3.8K3,773
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$213.2M total assets
Net assets$219.6MLiabilities$0
Contributions & income
Employer contributions$6.1M
Participant contributions$17.7M
Total income / additions$59.7M
Expenses & distributions
Benefits paid / distributions$18.4M
Total expenses$19M
Net increase / (decrease)$40.7M

Data coverage

Plans with financial statements9 / 10 (90%)
Plans with provider compensation9 / 10 (90%)

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

Mc Lean market comparison

Largest plan share of assets37%Sms Data Products Group, Inc. 401(K) Retirement Plan
Participants per plan377Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Mc Lean

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

  1. 1
    Sms Data Products Group, Inc. 401(K) Retirement Plan$78M
    Sms Data Products Group, Inc. · 2023
  2. 2
    Kettler Retirement Plan$40.8M
    Kettler, Inc. · 2023
  3. 3
    Ost Inc 401(K) Profit Sharing Plan & Trust$32.2M
    Ost Inc · 2023
  4. 4
    The Madeira School 403(B) Plan$26M
    The Madeira School · 2023
  5. 5
    American Real Estate Partners 401(K) Profit Sharing Plan And Trust$13.1M
    American Real Estate Partners Management,LLC · 2023
  6. 6
    Xcelerate Solutions 401(K) Plan$11M
    Celerity Government Solutions, LLC Dba Xcelerate Solutions · 2023
  7. 7
    Iron Arch Technology, LLC 401(K) Plan$6.2M
    Iron Arch Technology, LLC · 2023
  8. 8
    National Capitol Contracting, LLC 401(K) Plan$5.8M
    National Capitol Contracting, LLC · 2023
  9. 9
    Arlington Asset Investment Cor 401(K) Profit Sharing Plan & Trust$0
    Arlington Asset Investment Cor · 2023
  10. 10
    American Real Estate Partners Management, LLC Wrap Plannot reported in the loaded dataset
    American Real Estate Partners Management, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mc Lean, VA?
10 plan(s) reported by 9 sponsor(s) are loaded for Mc Lean, VA.

Related Form 5500 pages