Plan5500

South Boston, 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, South Boston, VA has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,396,378 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
3
Latest filing year
2023

What stands out in South Boston

  • 7 loaded plans hold $1.4M in reported assets across 3 sponsors.
  • The largest, R.O. Harrell, Inc. 401(K) Plan, holds 100% of reported South Boston plan assets.
  • Plans cover 706 participants — about 101 per plan.
  • 29% 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$1.4MSummed across loaded plans$1,396,378
Total reported assets$1.4M$1,396,378
Total reported participants706
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities$0
Contributions & income
Employer contributions$20.5K
Participant contributions$103.2K
Total income / additions$350K
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)-$1.3M

Data coverage

Plans with financial statements2 / 7 (29%)
Plans with provider compensation0 / 7 ()

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

South Boston market comparison

Largest plan share of assets100%R.O. Harrell, Inc. 401(K) Plan
Participants per plan101Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in South Boston

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

  1. 1
    R.O. Harrell, Inc. 401(K) Plan$1.4M
    R.O. Harrell, Inc. · 2023
  2. 2
    James H. Priest, D.D.S., Ltd. Profit Sharing Plan And Trust$0
    James H. Priest, D.D.S., Ltd. · 2023
  3. 3
    Hot Rock Haulers LLC Dental Plannot reported in the loaded dataset
    Hot Rock Haulers LLC · 2023
  4. 4
    Hot Rock Haulers LLC Life/ Ad&D Plannot reported in the loaded dataset
    Hot Rock Haulers LLC · 2023
  5. 5
    Hot Rock Haulers LLC Std Plannot reported in the loaded dataset
    Hot Rock Haulers LLC · 2023
  6. 6
    Hot Rock Haulers LLC Vision Plannot reported in the loaded dataset
    Hot Rock Haulers LLC · 2023
  7. 7
    Hot Rock Haulers LLC Medical Plannot reported in the loaded dataset
    Hot Rock Haulers LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages