Stafford, 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, Stafford, VA has 31 loaded benefit plan(s) reported by 26 plan sponsor(s), with $155,379,255 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $155,379,255
- Total reported liabilities (EOY)
- $185,364
- Total reported net assets (EOY)
- $155,193,891
Contributions & income
- Employer contributions
- $6,553,105
- Participant contributions
- $12,935,818
- Total income / additions
- $44,532,754
Expenses & distributions
- Benefits paid / distributions
- $20,941,123
- Total expenses
- $21,839,356
- Net increase / (decrease)
- $22,693,398
Coverage
- Total reported participants
- 3,956
- Plans with financial statements
- 25
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stafford, 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 |
|---|---|---|---|
| Hilldrup Moving & Storage 401(K) Plan And Trust | Hilldrup Companies, Inc | $30,293,357 | 2023 |
| Patricio Enterprises, Inc. 401(K) Plan | Patricio Enterprises, Inc. | $27,598,086 | 2023 |
| Alexandria Insights, Inc 401(K) Plan | Alexandria Insights, Inc. | $18,534,551 | 2023 |
| Davis Defense Group, Inc. 401(K) | Davis Defense Group, Inc. | $16,735,267 | 2023 |
| Joint Research And Development, LLC Employees' Retirement Plan | Joint Research And Development, LLC | $15,462,254 | 2023 |
| Corps Solutions 401k Ret Plan | Corps Solutions LLC | $14,269,263 | 2023 |
| Vickers & Nolan Enterprises, LLC Retirement Plan | Vickers & Nolan Enterprises, LLC | $14,269,128 | 2023 |
| Mlt Systems 401(K) Plan | Mlt Systems LLC | $6,156,827 | 2023 |
| Xcorp Solutions 401(K) Plan | Xcorp Solutions, Inc | $3,996,999 | 2023 |
| Caly Builders, Inc. 401(K) Plan | Caly Builders, Inc. | $3,462,973 | 2023 |
| Etranservices Corp 401(K) Profit Sharing Plan & Trust | Etranservices Corp | $1,796,042 | 2023 |
| 562 Enterprises Inc. Retirement Plan | 562 Enterprises Inc. | $455,460 | 2023 |
| Providence Works, Inc. 401(K) Plan | Providence Works, Inc. | $428,595 | 2023 |
| Trevino Enterprises, Inc. 401(K) Profit Sharing Plan | Trevino Enterprises, Inc. | $380,180 | 2023 |
| Villasix Inc. 401(K) Plan | Villasix Inc. | $319,451 | 2023 |
| D&K Tools Inc. Retirement Plan | D&K Tools Inc. | $304,148 | 2023 |
| Fredericksburg Barre Company Retirement Plan | Fredericksburg Barre Company | $275,622 | 2023 |
| Bayside Retreats 401k | Bayside Retreats, Inc. | $251,706 | 2023 |
| Semper Wellness Ventures Inc. Retirement Plan | Semper Wellness Ventures Inc. | $125,161 | 2023 |
| Kevin L. Young Corporation 401(K) Profit Sharing Plan | Kevin L. Young Corporation | $103,977 | 2023 |
| Stafford Strategic Group Inc. Retirement Plan | Stafford Strategic Group Inc. | $76,010 | 2023 |
| Patricio Enterprises, Inc. Employee Benefit Plan | Patricio Enterprises, Inc. | $64,997 | 2023 |
| Alpha-Triad Garage And Home Improvements Inc. Profit Sharing Plan | Alpha-Triad Garage And Home Improvements Inc. | $15,597 | 2023 |
| Engaged Coaching Inc. Retirement Plan | Engaged Coaching Inc. | $3,604 | 2023 |
| Ada Management, Inc. 401k Plan | Ada Management, Inc. | $0 | 2023 |
Largest plans in Stafford → · Stafford plans by participants → · Stafford plans with financial data → · Stafford plans with provider compensation → · $1B+ plans in Stafford →
Related Form 5500 pages
- All VA Form 5500 filings
- Hilldrup Moving & Storage 401(K) Plan And Trust (plan 001)
- Hilldrup Companies, Inc — all reported plans
- Patricio Enterprises, Inc. 401(K) Plan (plan 001)
- Patricio Enterprises, Inc. — all reported plans
- Alexandria Insights, Inc 401(K) Plan (plan 001)
- Alexandria Insights, Inc. — all reported plans
- Davis Defense Group, Inc. 401(K) (plan 001)
- Davis Defense Group, Inc. — all reported plans
- Joint Research And Development, LLC Employees' Retirement Plan (plan 001)
- Joint Research And Development, LLC — all reported plans
- Corps Solutions 401k Ret Plan (plan 001)
- Corps Solutions LLC — all reported plans
- Vickers & Nolan Enterprises, LLC Retirement Plan (plan 002)
- Vickers & Nolan Enterprises, LLC — all reported plans
- Mlt Systems 401(K) Plan (plan 001)
- Mlt Systems LLC — all reported plans
- Xcorp Solutions 401(K) Plan (plan 001)
- Xcorp Solutions, Inc — all reported plans
- Caly Builders, Inc. 401(K) Plan (plan 001)
- Caly Builders, Inc. — all reported plans
- Etranservices Corp 401(K) Profit Sharing Plan & Trust (plan 002)
- Etranservices Corp — all reported plans
- 562 Enterprises Inc. Retirement Plan (plan 001)
- 562 Enterprises Inc. — all reported plans
- Providence Works, Inc. 401(K) Plan (plan 001)
- Providence Works, Inc. — all reported plans
- Trevino Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Trevino Enterprises, Inc. — all reported plans
- Villasix Inc. 401(K) Plan (plan 001)
- Villasix Inc. — all reported plans
- Methodology
- Data sources