Plan5500

Mount Vernon, 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, Mount Vernon, VA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $36,098,417 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Mount Vernon

  • 3 loaded plans hold $36.1M in reported assets across 2 sponsors.
  • The largest, Mount Vernon Ladies' Association Of The Union 403(B) Plan, holds 92% of reported Mount Vernon plan assets.
  • Plans cover 1,008 participants — about 336 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.1MSummed across loaded plans$36,098,417
Total reported assets$36.1M$36,098,417
Total reported participants1K1,008
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.1M total assets
Net assets$36.1MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$1.9M
Total income / additions$8.1M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.4M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Mount Vernon market comparison

Largest plan share of assets92%Mount Vernon Ladies' Association Of The Union 403(B) Plan
Participants per plan336Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mount Vernon

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

  1. 1
    Mount Vernon Ladies' Association Of The Union 403(B) Plan$33.2M
    Mt Vernon Ladies' Association · 2023
  2. 2
    Affordable Creative Services, Inc. Employees 401(K) Plan$2.9M
    Affordable Creative Services, Inc. · 2023
  3. 3
    Group Health Plan Of The Mount Vernon Ladies' Association Of The Unionnot reported in the loaded dataset
    Mount Vernon Ladies Association Of The Union · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages