Plan5500

Orange, 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, Orange, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,788,731 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
2
Latest filing year
2023

What stands out in Orange

  • 2 loaded plans hold $3.8M in reported assets across 2 sponsors.
  • The largest, Mason Insurance Agency, Inc. Profit Sharing Plan, holds 100% of reported Orange plan assets.
  • Plans cover 173 participants — about 87 per plan.
  • 50% 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$3.8MSummed across loaded plans$3,788,731
Total reported assets$3.8M$3,788,731
Total reported participants173
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$75K
Participant contributions$0
Total income / additions$470.8K
Expenses & distributions
Benefits paid / distributions$104.8K
Total expenses$132K
Net increase / (decrease)$338.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Orange market comparison

Largest plan share of assets100%Mason Insurance Agency, Inc. Profit Sharing Plan
Participants per plan87Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Orange

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

  1. 1
    Mason Insurance Agency, Inc. Profit Sharing Plan$3.8M
    Mason Insurance Agency, Inc. · 2023
  2. 2
    Zamma Corporation Employee Benefits Plannot reported in the loaded dataset
    Zamma Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages