Plan5500

Harpers Ferry, 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, Harpers Ferry, WV has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,553,159 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 Harpers Ferry

  • 2 loaded plans hold $9.6M in reported assets across 2 sponsors.
  • The largest, Appalachian Trail Conservancy 403(B) Retirement Plan, holds 96% of reported Harpers Ferry plan assets.
  • Plans cover 140 participants — about 70 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.6MSummed across loaded plans$9,553,159
Total reported assets$9.6M$9,553,159
Total reported participants140
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets
Net assets$9.6MLiabilities$0
Contributions & income
Employer contributions$256.4K
Participant contributions$427.8K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Harpers Ferry market comparison

Largest plan share of assets96%Appalachian Trail Conservancy 403(B) Retirement Plan
Participants per plan70Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Harpers Ferry

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

  1. 1
    Appalachian Trail Conservancy 403(B) Retirement Plan$9.2M
    Appalachian Trail Conservancy · 2023
  2. 2
    Shannondale Enterprises, Inc. 401(K) Plan$385K
    Shannondale Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages