Plan5500

Troutville, 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, Troutville, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,225,916 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Troutville

  • 2 loaded plans hold $1.2M in reported assets across 2 sponsors.
  • The largest, Tode Inc. Retirement Plan, holds 51% of reported Troutville plan assets.
  • Plans cover 3 participants — about 2 per plan.
  • 100% 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$1.2MSummed across loaded plans$1,225,916
Total reported assets$1.2M$1,225,916
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$788.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$145
Net increase / (decrease)$788K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Troutville market comparison

Largest plan share of assets51%Tode Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Troutville

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

  1. 1
    Tode Inc. Retirement Plan$630.2K
    Tode Inc. · 2023
  2. 2
    Batech Corporation 401(K) Plan$595.7K
    Batech Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages