How many Form 5500 benefit plans are loaded for Lewisburg, WV?

1 plan(s) reported by 1 sponsor(s) are loaded for Lewisburg, WV.

Lewisburg, 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, Lewisburg, WV has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,401,584 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Lewisburg

1 loaded plans hold $7.4M in reported assets across 1 sponsors.
The largest, Robert C. Byrd 403(B) Dc Plan, holds 100% of reported Lewisburg plan assets.
Plans cover 151 participants — about 151 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$7.4MSummed across loaded plans$7,401,584

Total reported assets$7.4M$7,401,584

Total reported participants151

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets

Net assets$7.4MLiabilities—

Contributions & income

Employer contributions$244.7K

Participant contributions$330.4K

Total income / additions$1.5M

Expenses & distributions

Benefits paid / distributions$164.1K

Total expenses$164.1K

Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Lewisburg market comparison

Largest plan share of assets100%Robert C. Byrd 403(B) Dc Plan

Participants per plan151Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Lewisburg

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

1
Robert C. Byrd 403(B) Dc Plan$7.4M
West Virginia School Of Osteopathic Medicine Clinic, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lewisburg, WV?: 1 plan(s) reported by 1 sponsor(s) are loaded for Lewisburg, WV.