Plan5500

Wytheville, 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, Wytheville, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $547,991 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 Wytheville

  • 2 loaded plans hold $548K in reported assets across 2 sponsors.
  • The largest, Forest Pharmacy Retirement Plan, holds 74% of reported Wytheville plan assets.
  • Plans cover 4 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$548KSummed across loaded plans$547,991
Total reported assets$548K$547,991
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$548K total assets
Net assets$548KLiabilities—
Contributions & income
Employer contributions$2.6K
Participant contributions$2.9K
Total income / additions$10.4K
Expenses & distributions
Benefits paid / distributions$35.8K
Total expenses$35.8K
Net increase / (decrease)-$25.5K

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 Wytheville, 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

Wytheville market comparison

Largest plan share of assets74%Forest Pharmacy Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Wytheville

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

  1. 1
    Forest Pharmacy Retirement Plan$406.9K
    Forest Pharmacy, Inc. · 2023
  2. 2
    Profit Sharing Plan & Trust Of James J Mcconnell Md Pc$141.1K
    James J. Mcconnell Md Pc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages