Plan5500

Pleasant Valley, 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, Pleasant Valley, WV has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $19,792,127 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
1
Latest filing year
2023

What stands out in Pleasant Valley

  • 2 loaded plans hold $19.8M in reported assets across 1 sponsors.
  • The largest, Leslie Equipment Co. Retirement Savings Plan, holds 100% of reported Pleasant Valley plan assets.
  • Plans cover 444 participants — about 222 per plan.
  • 50% 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$19.8MSummed across loaded plans$19,792,127
Total reported assets$19.8M$19,792,127
Total reported participants444
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.8M total assets
Net assets$19.8MLiabilities$0
Contributions & income
Employer contributions$322.3K
Participant contributions$923.3K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Pleasant Valley market comparison

Largest plan share of assets100%Leslie Equipment Co. Retirement Savings Plan
Participants per plan222Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pleasant Valley

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

  1. 1
    Leslie Equipment Co. Retirement Savings Plan$19.8M
    Leslie Equipment Company · 2023
  2. 2
    Leslie Equipment Company Benefit Plannot reported in the loaded dataset
    Leslie Equipment Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages