Oakton, 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, Oakton, VA has 21 loaded benefit plan(s) reported by 12 plan sponsor(s), with $310,117,179 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $310,117,179
- Total reported liabilities (EOY)
- $481,665
- Total reported net assets (EOY)
- $311,236,135
Contributions & income
- Employer contributions
- $14,310,934
- Participant contributions
- $12,556,744
- Total income / additions
- $72,585,860
Expenses & distributions
- Benefits paid / distributions
- $30,617,208
- Total expenses
- $31,312,674
- Net increase / (decrease)
- $41,273,186
Coverage
- Total reported participants
- 11,457
- Plans with financial statements
- 14
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oakton, 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 |
|---|---|---|---|
| Servicesource, Inc. 403(B) Tax Deferred Thrift Retirement Plan | Servicesource, Inc. | $108,070,203 | 2023 |
| Flint Hill 403(B) Dc And Tda Plan | Flint Hill School | $74,584,070 | 2023 |
| Capital Area Pediatrics, Inc. Profit Sharing Plan | Capital Area Pediatrics, Inc. | $34,904,948 | 2023 |
| Servicesource, Inc. 401(A) Retirement Plan | Servicesource, Inc. | $22,384,089 | 2023 |
| Nvfs 401(K) Plan | Northern Virginia Family Service, Inc. | $20,935,457 | 2023 |
| Congressional Federal Credit Union 401(K) Savings Plan | Wright Patman Congressional Federal Credit Union | $19,420,492 | 2023 |
| Sysnet Technologies 401(K) Retirement Plan | Sysnet Technologies, Inc. | $16,047,344 | 2023 |
| Mindbank Consulting Group, L.L.C. 401(K) Profit Sharing Plan | Mindbank Consulting Group, L.L.C. | $6,843,148 | 2023 |
| Hopelink Behavioral Health 403(B) Plan | Hopelink Behavioral Health | $6,278,500 | 2023 |
| Fringe Benefit Plan For Davis-Bacon And Related Acts (Dbra) Employees Of Servicesource, Inc. | Fringe Benefit Plan For Davis-Bacon And Related Acts Employees Of Serv | $417,671 | 2023 |
| Ryden Corp Retirement Plan | Ryden Corp | $171,235 | 2023 |
| Forest Hawk Holdings, Inc. Retirement Plan | Forest Hawk Holdings, Inc. | $60,022 | 2023 |
| Oak Barrel Inc. 401(K) Plan | Oak Barrel Inc. | $0 | 2023 |
| Olympic Anesthesia Pc 401(K) Plan | Olympic Anesthesia Pc | $0 | 2023 |
| Congressional Federal Credit Union Health & Welfare Plans | Wright Patman Congressional Federal Credit Union | not reported in the loaded dataset | 2023 |
| Flint Hill School Long Term Disability Plan | Flint Hill School | not reported in the loaded dataset | 2023 |
| Flint Hill School Life And Ad&D Plan | Flint Hill School | not reported in the loaded dataset | 2023 |
| Capital Area Pediatrics Inc. Health And Welfare Plan | Capital Area Pediatrics, Inc. | not reported in the loaded dataset | 2023 |
| Flint Hill School Health Care Plan | Flint Hill School | not reported in the loaded dataset | 2023 |
| Servicesource, Inc. | Servicesource, Inc. | not reported in the loaded dataset | 2023 |
| Flint Hill School Dental Plan | Flint Hill School | not reported in the loaded dataset | 2023 |
Largest plans in Oakton → · Oakton plans by participants → · Oakton plans with financial data → · Oakton plans with provider compensation → · $1B+ plans in Oakton →
Related Form 5500 pages
- All VA Form 5500 filings
- Servicesource, Inc. 403(B) Tax Deferred Thrift Retirement Plan (plan 001)
- Servicesource, Inc. — all reported plans
- Flint Hill 403(B) Dc And Tda Plan (plan 001)
- Flint Hill School — all reported plans
- Capital Area Pediatrics, Inc. Profit Sharing Plan (plan 001)
- Capital Area Pediatrics, Inc. — all reported plans
- Servicesource, Inc. 401(A) Retirement Plan (plan 002)
- Nvfs 401(K) Plan (plan 002)
- Northern Virginia Family Service, Inc. — all reported plans
- Congressional Federal Credit Union 401(K) Savings Plan (plan 002)
- Wright Patman Congressional Federal Credit Union — all reported plans
- Sysnet Technologies 401(K) Retirement Plan (plan 001)
- Sysnet Technologies, Inc. — all reported plans
- Mindbank Consulting Group, L.L.C. 401(K) Profit Sharing Plan (plan 001)
- Mindbank Consulting Group, L.L.C. — all reported plans
- Hopelink Behavioral Health 403(B) Plan (plan 002)
- Hopelink Behavioral Health — all reported plans
- Fringe Benefit Plan For Davis-Bacon And Related Acts (Dbra) Employees Of Servicesource, Inc. (plan 510)
- Ryden Corp Retirement Plan (plan 001)
- Ryden Corp — all reported plans
- Forest Hawk Holdings, Inc. Retirement Plan (plan 001)
- Forest Hawk Holdings, Inc. — all reported plans
- Oak Barrel Inc. 401(K) Plan (plan 001)
- Oak Barrel Inc. — all reported plans
- Olympic Anesthesia Pc 401(K) Plan (plan 004)
- Olympic Anesthesia Pc — all reported plans
- Congressional Federal Credit Union Health & Welfare Plans (plan 508)
- Methodology
- Data sources