Winchester, 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, Winchester, VA has 44 loaded benefit plan(s) reported by 31 plan sponsor(s), with $1,504,211,332 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 44
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,504,211,332
- Total reported liabilities (EOY)
- $5,505,830
- Total reported net assets (EOY)
- $1,498,705,502
Contributions & income
- Employer contributions
- $64,785,567
- Participant contributions
- $63,649,267
- Total income / additions
- $348,174,188
Expenses & distributions
- Benefits paid / distributions
- $124,554,303
- Total expenses
- $131,557,235
- Net increase / (decrease)
- $216,616,953
Coverage
- Total reported participants
- 60,550
- Plans with financial statements
- 30
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winchester, 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 |
|---|---|---|---|
| Valley Health System Employee Contributory 403(B) Plan | Valley Health System | $489,214,360 | 2023 |
| American Woodmark Corporation Retirement Savings Plan | American Woodmark Corporation | $325,886,994 | 2023 |
| Valley Health System Merged Defined Benefit Plan | Valley Health System | $292,423,496 | 2023 |
| Trex Company, Inc. 401(K) Profit Sharing Plan | Trex Company, Inc. | $152,770,053 | 2023 |
| Yount, Hyde & Barbour, P.C. 401(K) & Profit Sharing Plan | Yount, Hyde & Barbour, P.C. | $49,763,209 | 2023 |
| 401(K)/Profit Sharing Retirement Plan Of The Shockey Companies | Shockey Companies | $40,684,497 | 2023 |
| Winchester Cardiology And Vascular Medicine, P. C. 401(K) Profit Sharing Plan | Winchester Cardiology & Vascular Medicine, P.C. | $21,420,089 | 2023 |
| Selma Medical Assoc Inc 401k Profit Sharing Plan | Selma Medical Associates, Inc. | $19,550,770 | 2023 |
| Grafton School Incorporated Retirement Plan | Grafton School Incorporated | $19,107,466 | 2023 |
| Pension Plan For Employees Of National Fruit Product Company, Inc. | National Fruit Product Co., Inc. | $16,834,184 | 2023 |
| Winchester Equipment Co. 401(K) Plan | Winchester Equipment Company | $14,345,560 | 2023 |
| Shenandoah Valley Westminster-Canterbury 403(B) Retirement Plan | Westminster-Canterbury Of Winchester, Inc | $10,713,738 | 2023 |
| Monoflo International, Inc. 401(K) Profit Sharing Plan | Monoflo International, Inc. | $10,399,951 | 2023 |
| Integrity Home Mortgage Corp 401(K) Plan | Integrity Home Mortgage | $7,565,734 | 2023 |
| Blue Ridge Hospice Retirement Savings Plan | Blue Ridge Hospice, Inc. | $7,356,458 | 2023 |
| H. N. Funkhouser & Co. 401(K) Profit Sharing Plan | H.N. Funkhouser & Co. | $5,447,795 | 2023 |
| John W Truban Pc 401(K) Profit Sharing Plan | John W Truban Pc | $4,722,052 | 2023 |
| Profit Sharing Retirement Plan Of Stuart M. Perry, Inc. | Stuart M. Perry, Inc. | $3,846,598 | 2023 |
| Rehabilitation Practitioners, Inc. 401(K) Profit Sharing Plan | Rehabilitation Practitioners, Inc. | $3,609,308 | 2023 |
| William A Truban Jr Pc 401k Profit Sharing Plan | William A Truban Jr Pc | $1,920,683 | 2023 |
| Rugs Direct 401(K) Plan | Winchester Carpet And Rugs Company D/B/A Rugs Direct | $1,691,613 | 2023 |
| Juile A Staggers Profit Sharing Plan | Julie A Staggers Dds Pc | $1,611,642 | 2023 |
| Shenandoah University Retirement Healthcare Savings Program | Shenandoah University | $1,523,437 | 2023 |
| Sempe, Inc. Retirement Plan | Sempe, Inc. | $645,139 | 2023 |
| Everything Black, Inc. 401(K) Plan | Everything Black, Inc. | $354,626 | 2023 |
Largest plans in Winchester → · Winchester plans by participants → · Winchester plans with financial data → · Winchester plans with provider compensation → · $1B+ plans in Winchester →
Related Form 5500 pages
- All VA Form 5500 filings
- Valley Health System Employee Contributory 403(B) Plan (plan 002)
- Valley Health System — all reported plans
- American Woodmark Corporation Retirement Savings Plan (plan 001)
- American Woodmark Corporation — all reported plans
- Valley Health System Merged Defined Benefit Plan (plan 003)
- Trex Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Trex Company, Inc. — all reported plans
- Yount, Hyde & Barbour, P.C. 401(K) & Profit Sharing Plan (plan 001)
- Yount, Hyde & Barbour, P.C. — all reported plans
- 401(K)/Profit Sharing Retirement Plan Of The Shockey Companies (plan 004)
- Shockey Companies — all reported plans
- Winchester Cardiology And Vascular Medicine, P. C. 401(K) Profit Sharing Plan (plan 001)
- Winchester Cardiology & Vascular Medicine, P.C. — all reported plans
- Selma Medical Assoc Inc 401k Profit Sharing Plan (plan 002)
- Selma Medical Associates, Inc. — all reported plans
- Grafton School Incorporated Retirement Plan (plan 001)
- Grafton School Incorporated — all reported plans
- Pension Plan For Employees Of National Fruit Product Company, Inc. (plan 001)
- National Fruit Product Co., Inc. — all reported plans
- Winchester Equipment Co. 401(K) Plan (plan 002)
- Winchester Equipment Company — all reported plans
- Shenandoah Valley Westminster-Canterbury 403(B) Retirement Plan (plan 001)
- Westminster-Canterbury Of Winchester, Inc — all reported plans
- Monoflo International, Inc. 401(K) Profit Sharing Plan (plan 001)
- Monoflo International, Inc. — all reported plans
- Integrity Home Mortgage Corp 401(K) Plan (plan 001)
- Integrity Home Mortgage — all reported plans
- Blue Ridge Hospice Retirement Savings Plan (plan 001)
- Blue Ridge Hospice, Inc. — all reported plans
- Methodology
- Data sources