Sterling, 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, Sterling, VA has 76 loaded benefit plan(s) reported by 61 plan sponsor(s), with $533,416,539 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
76
Plan sponsors
61
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$533,416,539
Total reported liabilities (EOY)
$3,212,209
Total reported net assets (EOY)
$521,736,432

Contributions & income

Employer contributions
$21,216,188
Participant contributions
$28,744,384
Total income / additions
$135,509,438

Expenses & distributions

Benefits paid / distributions
$38,340,715
Total expenses
$40,270,363
Net increase / (decrease)
$95,239,075

Coverage

Total reported participants
22,259
Plans with financial statements
51
Plans with provider compensation
23

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

Largest loaded plans in Sterling, VA
PlanSponsorReported assets (EOY)Year
The Ashgrove Holdings 401k PlanAshgrove Holdings, LLC$81,366,9292023
Northstrat, Inc. 401(K) & Profit Sharing PlanNorthstrat, Inc.$55,623,8172023
Jk Moving Services & Caprelo Profit Sharing & 401(K) PlanJk Moving And Storage, Inc.$46,862,8172023
Unanet Technologies Capital Accumulation PlanUnanet, Inc.$44,720,6252023
Collaborative Testing Services, Inc. Employee Stock Ownership PlanCollaborative Testing Services, Inc$29,206,6832023
Epl Employee Savings And Stock Ownership Plan (Esop Portion)Experimental Pathology Laboratories, Inc$27,843,0302023
Schnabel Foundation Company Profit Sharing PlanSchnabel Foundation Company$26,779,7832023
Assyst 401k PlanAssyst, Inc.$21,618,7482023
Epl Employee Savings And Stock Ownership Plan (401(K) Portion)Experimental Pathology Laboratories, Inc$18,470,9372023
Prospect Waterproofing Co. 401(K) Profit Sharing PlanProspect Waterproofing Company$15,312,7122023
Falcons Landing 403(B) PlanAir Force Retired Officers Community - Washington, D.C.$14,569,7252023
Cuisine Solutions, Inc. 401(K) PlanCuisine Solutions, Inc.$13,932,2152023
Core One Solutions 401(K) PlanCore One Solutions LLC$12,679,1862023
Champion Title & Settlements, Inc. 401(K) PlanChampion Title & Settlements, Inc.$12,652,4582023
Engineered Services, Inc. Retirement PlanEngineered Services, Inc.$11,571,4252023
Axseum, Inc. 401(K) Profit Sharing Plan & TrustAxseum, Inc.$11,326,5742023
Strongbridge LLC 401(K) Profit Sharing Plan And TrustStrongbridge LLC$9,678,0452023
Jefferson Millwork And Design, Inc. 401(K) PlanJefferson Millwork And Design, Inc.$8,534,2922023
Mbh Settlement Group 401(K) PlanMbh Settlement Group, Lc$8,467,8982023
Compu Dynamics, LLC Retirement TrustCompu Dynamics, LLC$7,920,1812023
Buhl Electric Company, Inc. 401(K) PlanBuhl Electric Company, Inc.$5,255,1532023
Interior Systems, Inc. 401(K) PlanInterior Systems, Inc.$4,779,5302023
Cosolutions, Inc. 401(K) Profit Sharing Plan And TrustCosolutions, Inc$4,731,4702023
Sabmd LLC 401kSabmd LLC$4,628,9022023
Intelligence Press Inc 401(K) Profit Sharing Plan & TrustIntelligence Press Inc$3,877,4702023

Related Form 5500 pages