Plan5500

Rockville, 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, Rockville, VA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,759,083 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
2
Latest filing year
2023

What stands out in Rockville

  • 3 loaded plans hold $9.8M in reported assets across 2 sponsors.
  • The largest, Lee Hy Construction LLC 401(K) Plan, holds 100% of reported Rockville plan assets.
  • Plans cover 357 participants — about 119 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.7MSummed across loaded plans$9,716,139
Total reported assets$9.8M$9,759,083
Total reported participants357
Total reported liabilities$42.9K$42,944

Reported net position

Reported assets = net assets + liabilities (summed)$9.8M total assets
Net assets$9.7MLiabilities$42.9K
Contributions & income
Employer contributions$199.8K
Participant contributions$550.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)-$1.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Rockville market comparison

Largest plan share of assets100%Lee Hy Construction LLC 401(K) Plan
Participants per plan119Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rockville

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

  1. 1
    Lee Hy Construction LLC 401(K) Plan$9.8M
    Lee Hy Construction LLC · 2023
  2. 2
    Je Liesfeld Contractor, Inc. Health And Welfare Plannot reported in the loaded dataset
    Je Liesfeld Contractor, Inc. · 2023
  3. 3
    Lee Hy Construction LLC Health & Welfare Plannot reported in the loaded dataset
    Lee Hy Construction LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages