Plan5500

Providence Forge, 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, Providence Forge, VA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,725,774 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 Providence Forge

  • 4 loaded plans hold $6.7M in reported assets across 4 sponsors.
  • The largest, Atlantic Bulk Carrier 401(K) & Profit Sharing Plan, holds 83% of reported Providence Forge plan assets.
  • Plans cover 418 participants — about 105 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.7MSummed across loaded plans$6,725,774
Total reported assets$6.7M$6,725,774
Total reported participants418
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.7M total assets
Net assets$6.7MLiabilities$0
Contributions & income
Employer contributions$108.9K
Participant contributions$488.5K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$680.8K
Total expenses$726.7K
Net increase / (decrease)$749K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Providence Forge market comparison

Largest plan share of assets83%Atlantic Bulk Carrier 401(K) & Profit Sharing Plan
Participants per plan105Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Providence Forge

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

  1. 1
    Atlantic Bulk Carrier 401(K) & Profit Sharing Plan$5.6M
    Atlantic Bulk Carrier Corporation · 2023
  2. 2
    Medusa Enterprises, Inc. Profit Sharing Plan$960K
    Medusa Enterprises, Inc. · 2023
  3. 3
    Precision Strength, Inc. Profit Sharing Plan$170K
    Precision Strength, Inc. · 2023
  4. 4
    Atlantic Holding Corporation Of Virginia Employee Benefits Plannot reported in the loaded dataset
    Atlantic Holding Corporation Of Virginia · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages