Salem, 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, Salem, VA has 43 loaded benefit plan(s) reported by 31 plan sponsor(s), with $1,501,999,372 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 43
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,501,999,372
- Total reported liabilities (EOY)
- $4,794,708
- Total reported net assets (EOY)
- $1,497,204,664
Contributions & income
- Employer contributions
- $79,970,097
- Participant contributions
- $38,241,792
- Total income / additions
- $335,048,793
Expenses & distributions
- Benefits paid / distributions
- $112,928,716
- Total expenses
- $118,414,498
- Net increase / (decrease)
- $216,634,295
Coverage
- Total reported participants
- 26,860
- Plans with financial statements
- 34
- Plans with provider compensation
- 24
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Salem, 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 |
|---|---|---|---|
| Employees' Retirement And Savings Plan Of Carter Machinery Company, Inc. | Carter Machinery Company, Inc. | $405,775,097 | 2023 |
| Non-Contributory Pension Plan For Certain Employees Of Yokohama Tire Corporation In Salem, Virginia | Yokohama Tire Manufacturing Virginia LLC | $170,788,134 | 2023 |
| Roanoke College Defined Contribution Retirement Plan | Roanoke College | $151,649,996 | 2023 |
| Yokohama Tire Corporation Salaried Employees' Retirement & Savings Plan | Yokohama Tire Corporation | $136,740,396 | 2023 |
| Mid-Atlantic States District Council Participating Locals Annuity Fund | Mid-Atlantic States District Council Participating Locals Annuity Fund | $128,228,378 | 2023 |
| Tmeic Corporation Americas 401(K) Plan | Tmeic Corporation Americas | $96,887,280 | 2023 |
| Laborers Pension Fund | Board Of Trustees Laborers Pension Fund | $64,756,307 | 2023 |
| Ibew Local No. 229 Annuity Fund | Ibew Local No. 229 Annuity Fund | $50,739,440 | 2023 |
| Laborers Trust Fund | Board Of Trustees Laborers Trust Fund | $42,963,008 | 2023 |
| Ibew Local No. 229 Pension Fund | Ibew Local No. 229 Pension Fund | $40,955,569 | 2023 |
| Tma-Ila Pension Plan | Tampa Maritime Association- International Longshoremen'S Assoc | $38,485,157 | 2023 |
| Savings Plan For Hourly Employees Of The Yokohama Tire Manufacturing In Salem, Virginia | Yokohama Tire Manufacturing Virginia | $36,872,305 | 2023 |
| Blue Ridge Beverage Company, Inc. Profit Sharing Plan | Blue Ridge Beverage Company, Inc. | $29,327,313 | 2023 |
| Laborers District Council Of Virginia Pension Trust Fund | Joint Board Of Trustees Ldc Of Va Pension Trust Fund | $23,993,307 | 2023 |
| Salem Tools, Inc. 401(K) Plan | Salem Tools, Inc. | $14,593,239 | 2023 |
| Summit Helicopters, Inc. Employee Stock Ownership Plan And Trust | Summit Helicopters, Inc. | $12,052,975 | 2023 |
| Pension Plan Of International Union Of Bricklayers Allied Craftworkers, Local #15 Pa | Pension Plan Of Int'L Union Of Bricklaye Rs And Allied Craftworkers, L | $8,940,495 | 2023 |
| Robertson Marketing Group, Inc. Savings Plan | Robertson Marketing Group, Inc. | $8,645,180 | 2023 |
| Pension Plan Of Local 47 Bricklayers And Allied Craftman | International Union Of Bricklayers Local 47 Pension Fund | $6,149,607 | 2023 |
| Oak Hall Industries, Lp 401(K) Plan | Oak Hall Industries, Lp | $5,724,417 | 2023 |
| Non-Contributory Pension Plan For Hourly Employees Of Sas Rubber Company | Sas Rubber Company C/O Yokohama Tire Corporation | $4,804,132 | 2023 |
| National University Services, Inc Employees 401(K) Plan | National University Servies, Inc | $4,235,468 | 2023 |
| Laborers District Council Of Virginia Health & Welfare Trust Fund | Joint Board Of Trustees Ldc Of Va Health & Welfare Trust Fund | $4,139,734 | 2023 |
| Thompson Masonry Contractor, Inc. Esop | Thompson Masonry Contractor, Inc. | $3,876,657 | 2023 |
| Richfield Living 403(B) Plan | Richfield Living | $2,804,004 | 2023 |
Largest plans in Salem → · Salem plans by participants → · Salem plans with financial data → · Salem plans with provider compensation → · $1B+ plans in Salem →
Related Form 5500 pages
- All VA Form 5500 filings
- Employees' Retirement And Savings Plan Of Carter Machinery Company, Inc. (plan 004)
- Carter Machinery Company, Inc. — all reported plans
- Non-Contributory Pension Plan For Certain Employees Of Yokohama Tire Corporation In Salem, Virginia (plan 009)
- Yokohama Tire Manufacturing Virginia LLC — all reported plans
- Roanoke College Defined Contribution Retirement Plan (plan 001)
- Roanoke College — all reported plans
- Yokohama Tire Corporation Salaried Employees' Retirement & Savings Plan (plan 001)
- Yokohama Tire Corporation — all reported plans
- Mid-Atlantic States District Council Participating Locals Annuity Fund (plan 002)
- Mid-Atlantic States District Council Participating Locals Annuity Fund — all reported plans
- Tmeic Corporation Americas 401(K) Plan (plan 001)
- Tmeic Corporation Americas — all reported plans
- Laborers Pension Fund (plan 001)
- Board Of Trustees Laborers Pension Fund — all reported plans
- Ibew Local No. 229 Annuity Fund (plan 003)
- Ibew Local No. 229 Annuity Fund — all reported plans
- Laborers Trust Fund (plan 504)
- Board Of Trustees Laborers Trust Fund — all reported plans
- Ibew Local No. 229 Pension Fund (plan 001)
- Ibew Local No. 229 Pension Fund — all reported plans
- Tma-Ila Pension Plan (plan 001)
- Tampa Maritime Association- International Longshoremen'S Assoc — all reported plans
- Savings Plan For Hourly Employees Of The Yokohama Tire Manufacturing In Salem, Virginia (plan 020)
- Blue Ridge Beverage Company, Inc. Profit Sharing Plan (plan 001)
- Blue Ridge Beverage Company, Inc. — all reported plans
- Laborers District Council Of Virginia Pension Trust Fund (plan 001)
- Joint Board Of Trustees Ldc Of Va Pension Trust Fund — all reported plans
- Salem Tools, Inc. 401(K) Plan (plan 001)
- Salem Tools, Inc. — all reported plans
- Methodology
- Data sources