Plan5500

Pearisburg, 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, Pearisburg, VA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,138,969 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
3
Latest filing year
2023

What stands out in Pearisburg

  • 3 loaded plans hold $2.1M in reported assets across 3 sponsors.
  • The largest, Mazi LLC 401k Profit Sharing Plan & Trust, holds 57% of reported Pearisburg plan assets.
  • Plans cover 19 participants — about 6 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$2.1MSummed across loaded plans$2,138,969
Total reported assets$2.1M$2,138,969
Total reported participants19
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$12.7K
Participant contributions$85K
Total income / additions$145.7K
Expenses & distributions
Benefits paid / distributions$8K
Total expenses$8K
Net increase / (decrease)$137.7K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Pearisburg market comparison

Largest plan share of assets57%Mazi LLC 401k Profit Sharing Plan & Trust
Participants per plan6Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Pearisburg

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

  1. 1
    Mazi LLC 401k Profit Sharing Plan & Trust$1.2M
    Mazi LLC · 2023
  2. 2
    Lvi Enterprises Inc. 401(K) Plan$507.1K
    Lvi Enterprises Inc. · 2023
  3. 3
    Jason Wall Dvm Pc 401(K) Profit Sharing Plan & Trust$410.9K
    Jason Wall Dvm, Pc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages