Plan5500

Williamsburg, 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, Williamsburg, VA has 22 loaded benefit plan(s) reported by 18 plan sponsor(s), with $422,018,421 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
22
Plan sponsors
18
Latest filing year
2023

What stands out in Williamsburg

  • 22 loaded plans hold $422M in reported assets across 18 sponsors.
  • The largest, The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation, holds 69% of reported Williamsburg plan assets.
  • Plans cover 12,843 participants — about 584 per plan.
  • 68% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$419.7MSummed across loaded plans$419,741,842
Total reported assets$422M$422,018,421
Total reported participants12.8K12,843
Total reported liabilities$1.8M$1,782,449

Reported net position

Reported assets = net assets + liabilities (summed)$422M total assets
Net assets$419.7MLiabilities$1.8M
Contributions & income
Employer contributions$2.6M
Participant contributions$6.7M
Total income / additions$37.3M
Expenses & distributions
Benefits paid / distributions$26M
Total expenses$29.8M
Net increase / (decrease)$7.6M

Data coverage

Plans with financial statements15 / 22 (68%)
Plans with provider compensation8 / 22 (36%)

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

Williamsburg market comparison

Largest plan share of assets69%The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation
Participants per plan584Average across loaded plans
Plan sponsors18
Ranked by reported assets

Largest loaded plans in Williamsburg

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

  1. 1
    The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation$291.5M
    The Colonial Williamsburg Foundation · 2023
  2. 2
    Colonial Williamsburg Tax Deferred Savings Plan$91.3M
    The Colonial Williamsburg Foundation · 2023
  3. 3
    The Deferred Salary Profit Sharing Plan For The Employees O$16.4M
    Bush Construction Corporation · 2023
  4. 4
    Williamsburg Landing, Inc. 403(B) Retirement Plan$8.1M
    Williamsburg Landing, Inc. · 2023
  5. 5
    Our Town Hospitality, LLC 401(K) Plan$6M
    Our Town Hospitality, LLC · 2023
  6. 6
    Hc Of Virginia 401(K) Plan$5.4M
    Hc Of Virginia, Inc. · 2023
  7. 7
    Sotherly Hotels Inc. Employee Stock Ownership Plan$982.2K
    Sotherly Hotels Inc. · 2023
  8. 8
    Hamilton Investment Corp. 401k Plan$800.2K
    Hamilton Investment Corp. · 2023
  9. 9
    Buckets Car Wash, Inc. 401(K) Plan$500.7K
    Buckets Car Wash, Inc. · 2023
  10. 10
    Services By Design Inc. Retirement Plan$494.1K
    Services By Design Inc. · 2023
  11. 11
    Mebrica Associates Inc. Profit Sharing Plan$438.2K
    Mebrica Associates Inc. · 2023
  12. 12
    Ctg Enterprises, Inc. 401(K) Plan$110.1K
    Ctg Enterprises, Inc. · 2023
  13. 13
    Goodman Allen Donnelly Health Care Plan$85.9K
    Goodman Allen Donnelly Pllc · 2023
  14. 14
    Glander Management Corporation 401k Profit Sharing Plan$59K
    Glander Management Corporation · 2023
  15. 15
    Newport Hospitality Group, Inc. Employees Savings Plan$0
    Newport Hospitality Group, Inc. · 2023
  16. 16
    Henderson, Inc. Flexible Benefits Plannot reported in the loaded dataset
    Henderson, Inc. · 2023
  17. 17
    Branscome Operating LLCnot reported in the loaded dataset
    Branscome Operating LLC · 2023
  18. 18
    Colonial Williamsburg Foundation Welfare Benefit Plannot reported in the loaded dataset
    Colonial Williamsburg Foundation · 2023
  19. 19
    Williamsburg Landing Inc. Employee Benefits Plannot reported in the loaded dataset
    Williamsburg Landing, Inc. · 2023
  20. 20
    Our Town Hospitality LLC Welfare Benefit Plannot reported in the loaded dataset
    Our Town Hospitality, LLC · 2023
  21. 21
    National Center For State Courts Group Health, Life & Disabilitynot reported in the loaded dataset
    National Center For State Courts · 2023
  22. 22
    Velocity Urgent Care Health And Welfare Plannot reported in the loaded dataset
    Velocity Urgent Care · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Williamsburg, VA?
22 plan(s) reported by 18 sponsor(s) are loaded for Williamsburg, VA.

Related Form 5500 pages