Merrifield, 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, Merrifield, VA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,669,481,686 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,669,481,686
- Total reported liabilities (EOY)
- $64,530,565
- Total reported net assets (EOY)
- $4,604,951,121
Contributions & income
- Employer contributions
- $152,843,438
- Participant contributions
- $176,129,347
- Total income / additions
- $1,042,361,684
Expenses & distributions
- Benefits paid / distributions
- $183,620,179
- Total expenses
- $189,320,229
- Net increase / (decrease)
- $853,041,455
Coverage
- Total reported participants
- 71,383
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Merrifield, 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 |
|---|---|---|---|
| Navy Federal 401(K) Savings Plan | Navy Federal Credit Union | $2,620,317,290 | 2023 |
| Navy Federal Credit Union Employees' Retirement Plan | Navy Federal Credit Union | $2,034,296,818 | 2023 |
| Aegis.Net 401(K) Plan | Aegis.Net, Inc. | $14,867,578 | 2023 |
| Merrifield Garden Center Flexible Benefits Plan | Merrifield Garden Center Corp. | not reported in the loaded dataset | 2023 |
| Navy Federal Credit Union Welfare Benefits Plan | Navy Federal Credit Union | not reported in the loaded dataset | 2023 |
| Lender Service Provider, LLC Dba Lenderworks Benefit Plan | Lender Service Provider, LLC | not reported in the loaded dataset | 2023 |
| Navy Federal Credit Union Retiree Health Reimbursement Account Plan | Navy Federal Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Merrifield → · Merrifield plans by participants → · Merrifield plans with financial data → · Merrifield plans with provider compensation → · $1B+ plans in Merrifield →
Related Form 5500 pages
- All VA Form 5500 filings
- Navy Federal 401(K) Savings Plan (plan 002)
- Navy Federal Credit Union — all reported plans
- Navy Federal Credit Union Employees' Retirement Plan (plan 001)
- Aegis.Net 401(K) Plan (plan 001)
- Aegis.Net, Inc. — all reported plans
- Merrifield Garden Center Flexible Benefits Plan (plan 501)
- Merrifield Garden Center Corp. — all reported plans
- Navy Federal Credit Union Welfare Benefits Plan (plan 502)
- Lender Service Provider, LLC Dba Lenderworks Benefit Plan (plan 501)
- Lender Service Provider, LLC — all reported plans
- Navy Federal Credit Union Retiree Health Reimbursement Account Plan (plan 511)
- Methodology
- Data sources