Plan5500

Franklin, 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, Franklin, WV has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $15,030,673 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Franklin

  • 3 loaded plans hold $15M in reported assets across 2 sponsors.
  • The largest, Pendleton Community Bank Retirement Plan, holds 81% of reported Franklin plan assets.
  • Plans cover 433 participants — about 144 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15MSummed across loaded plans$15,030,346
Total reported assets$15M$15,030,673
Total reported participants433
Total reported liabilities$327

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$327
Contributions & income
Employer contributions$723.8K
Participant contributions$765.9K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Computed from loaded plans

Franklin market comparison

Largest plan share of assets81%Pendleton Community Bank Retirement Plan
Participants per plan144Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Franklin

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

  1. 1
    Pendleton Community Bank Retirement Plan$12.2M
    Pendleton Community Bank · 2023
  2. 2
    Pendleton Nursing Home, Inc. Pension Plan$2.8M
    Pendleton Nursing Home, Inc. · 2023
  3. 3
    Pendleton Community Bank Employee Benefit Plannot reported in the loaded dataset
    Pendleton Community Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages