Plan5500

Petersburg, 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, Petersburg, WV has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $34,793,392 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Petersburg

  • 7 loaded plans hold $34.8M in reported assets across 5 sponsors.
  • The largest, Allegheny Wood Products, Inc. 401(K) Profit Sharing Plan, holds 41% of reported Petersburg plan assets.
  • Plans cover 1,759 participants — about 251 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.8MSummed across loaded plans$34,757,482
Total reported assets$34.8M$34,793,392
Total reported participants1.8K1,759
Total reported liabilities$35.9K$35,910

Reported net position

Reported assets = net assets + liabilities (summed)$34.8M total assets
Net assets$34.8MLiabilities$35.9K
Contributions & income
Employer contributions$199.7K
Participant contributions$684.1K
Total income / additions$7.2M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation2 / 7 (29%)

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

Petersburg market comparison

Largest plan share of assets41%Allegheny Wood Products, Inc. 401(K) Profit Sharing Plan
Participants per plan251Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Petersburg

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

  1. 1
    Allegheny Wood Products, Inc. 401(K) Profit Sharing Plan$14.3M
    Allegheny Wood Products, Inc. · 2023
  2. 2
    Grant County Bank Defined Benefit Plan$12M
    The Grant County Bank · 2023
  3. 3
    Cookman Insurance Group Retirement Plan$5.3M
    Cookman Insurance Group · 2023
  4. 4
    Highlands Bankshares, Inc. Employee Stock Ownership Plan$2M
    Highlands Bankshares, Inc. · 2023
  5. 5
    Grant County Mulch Inc. 401(K) Plan$1.2M
    Grant County Mulch Inc. · 2023
  6. 6
    Allegheny Wood Products Inc. Medical Insurance Plannot reported in the loaded dataset
    Allegheny Wood Products, Inc. · 2023
  7. 7
    Grant County Mulch, Inc. Employee Benefits Plannot reported in the loaded dataset
    Grant County Mulch, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Petersburg, WV?
7 plan(s) reported by 5 sponsor(s) are loaded for Petersburg, WV.

Related Form 5500 pages