Plan5500

Norton, 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, Norton, VA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,061,201 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Norton

  • 4 loaded plans hold $6.1M in reported assets across 4 sponsors.
  • The largest, Norton Community Hospital Retirement Plan, holds 59% of reported Norton plan assets.
  • Plans cover 317 participants — about 79 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.1MSummed across loaded plans$6,061,201
Total reported assets$6.1M$6,061,201
Total reported participants317
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$6.1MLiabilities$0
Contributions & income
Employer contributions$222K
Participant contributions$45.4K
Total income / additions$649K
Expenses & distributions
Benefits paid / distributions$457.4K
Total expenses$467.3K
Net increase / (decrease)$181.7K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Norton market comparison

Largest plan share of assets59%Norton Community Hospital Retirement Plan
Participants per plan79Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Norton

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

  1. 1
    Norton Community Hospital Retirement Plan$3.6M
    Norton Community Hospital · 2023
  2. 2
    Environmental Monitoring, Inc. 401(K) Plan$1.1M
    Environmental Monitoring, Inc. · 2023
  3. 3
    Ttgi Corp. 401(K) Plan$742.8K
    Ttgi Corp. · 2023
  4. 4
    Dickenson-Russell Contura Welfare Benefit Plan For Umwa Represented Employees$672.8K
    Dickenson-Russell Contura, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Norton, VA?
4 plan(s) reported by 4 sponsor(s) are loaded for Norton, VA.

Related Form 5500 pages