Montpelier Station, 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, Montpelier Station, VA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,838,763 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1
- Plan sponsors
- 1
- Latest filing year
- 2023
What stands out in Montpelier Station
- 1 loaded plans hold $5.8M in reported assets across 1 sponsors.
- The largest, The Montpelier Foundation Tda Plan, holds 100% of reported Montpelier Station plan assets.
- Plans cover 207 participants — about 207 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- 100% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montpelier Station, 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.
Montpelier Station market comparison
Largest loaded plans in Montpelier Station
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in Montpelier Station → · Montpelier Station plans by participants → · Montpelier Station plans with financial data → · Montpelier Station plans with provider compensation → · $1B+ plans in Montpelier Station →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Montpelier Station, VA?
- 1 plan(s) reported by 1 sponsor(s) are loaded for Montpelier Station, VA.