Plan5500

New Canton, 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, New Canton, VA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $35,776,979 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
1
Latest filing year
2023

What stands out in New Canton

  • 2 loaded plans hold $35.8M in reported assets across 1 sponsors.
  • The largest, Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan, holds 100% of reported New Canton plan assets.
  • Plans cover 953 participants — about 477 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.8MSummed across loaded plans$35,776,979
Total reported assets$35.8M$35,776,979
Total reported participants953
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35.8M total assets
Net assets$35.8MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2M
Total income / additions$7.8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

New Canton market comparison

Largest plan share of assets100%Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan
Participants per plan477Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in New Canton

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

  1. 1
    Central Virginia Health Services Inc. Tax Shelter Annuity Retirement Plan$35.8M
    Central Virginia Health Services, Inc. · 2023
  2. 2
    Central Virginia Health Services, Inc. Health & Welfare Plannot reported in the loaded dataset
    Central Virginia Health Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Canton, VA?
2 plan(s) reported by 1 sponsor(s) are loaded for New Canton, VA.

Related Form 5500 pages