Charles Town, WV 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, Charles Town, WV has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $280,516,693 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $280,516,693
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $280,516,693
Contributions & income
- Employer contributions
- $6,603,909
- Participant contributions
- $19,071,519
- Total income / additions
- $75,394,801
Expenses & distributions
- Benefits paid / distributions
- $27,348,771
- Total expenses
- $27,696,552
- Net increase / (decrease)
- $47,698,249
Coverage
- Total reported participants
- 9,726
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charles Town, WV 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 |
|---|---|---|---|
| American Public Education Retirement Plan | American Public Education Inc. | $259,281,173 | 2023 |
| Bank Of Charles Town Defined Benefit Pension Plan | Bank Of Charles Town | $10,361,523 | 2023 |
| Bank Of Charles Town 401(K) Retirement Savings Plan | Bank Of Charles Town | $9,713,166 | 2023 |
| The Charles Town H.B.P.A Health Benefit Plan | The Charles Town H.B.P.A Health Benefit Plan | $1,160,831 | 2023 |
| American Public Education Welfare Benefit Plan | American Public Education, Inc. | not reported in the loaded dataset | 2023 |
| Bank Of Charles Town Wrap Benefit Plan | Bank Of Charles Town | not reported in the loaded dataset | 2023 |
Largest plans in Charles Town → · Charles Town plans by participants → · Charles Town plans with financial data → · Charles Town plans with provider compensation → · $1B+ plans in Charles Town →
Related Form 5500 pages
- All WV Form 5500 filings
- American Public Education Retirement Plan (plan 001)
- American Public Education Inc. — all reported plans
- Bank Of Charles Town Defined Benefit Pension Plan (plan 001)
- Bank Of Charles Town — all reported plans
- Bank Of Charles Town 401(K) Retirement Savings Plan (plan 002)
- The Charles Town H.B.P.A Health Benefit Plan (plan 501)
- The Charles Town H.B.P.A Health Benefit Plan — all reported plans
- American Public Education Welfare Benefit Plan (plan 502)
- Bank Of Charles Town Wrap Benefit Plan (plan 501)
- Methodology
- Data sources