Plan5500

Madison, 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, Madison, WV has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,529,263 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
1
Latest filing year
2023

What stands out in Madison

  • 3 loaded plans hold $8.5M in reported assets across 1 sponsors.
  • The largest, Boone Memorial Hospital 403(B) Plan, holds 100% of reported Madison plan assets.
  • Plans cover 1,155 participants — about 385 per plan.
  • 33% 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$8.5MSummed across loaded plans$8,529,263
Total reported assets$8.5M$8,529,263
Total reported participants1.2K1,155
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.5M total assets
Net assets$8.5MLiabilities$0
Contributions & income
Employer contributions$356.7K
Participant contributions$1.1M
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$995.4K
Total expenses$1.1M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Madison market comparison

Largest plan share of assets100%Boone Memorial Hospital 403(B) Plan
Participants per plan385Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Madison

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

  1. 1
    Boone Memorial Hospital 403(B) Plan$8.5M
    Boone Memorial Hospital, Inc. · 2023
  2. 2
    Boone Memorial Hospital Life Plannot reported in the loaded dataset
    Boone Memorial Hospital, Inc. · 2023
  3. 3
    Boone Memorial Hospital Health Plannot reported in the loaded dataset
    Boone Memorial Hospital, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages