Plan5500

Romney, 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, Romney, WV has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $23,397,795 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
3
Latest filing year
2023

What stands out in Romney

  • 3 loaded plans hold $23.4M in reported assets across 3 sponsors.
  • The largest, The Bank Of Romney Defined Benefit Retirement Plan, holds 93% of reported Romney plan assets.
  • Plans cover 223 participants — about 74 per plan.
  • 67% 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$23.4MSummed across loaded plans$23,397,795
Total reported assets$23.4M$23,397,795
Total reported participants223
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$23.4M total assets
Net assets$23.4MLiabilities—
Contributions & income
Employer contributions$19.9K
Participant contributions$30K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$835.8K
Total expenses$1.1M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Romney market comparison

Largest plan share of assets93%The Bank Of Romney Defined Benefit Retirement Plan
Participants per plan74Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Romney

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

  1. 1
    The Bank Of Romney Defined Benefit Retirement Plan$21.7M
    The Bank Of Romney · 2023
  2. 2
    Beta Corporation 401 K Plan$1.7M
    Beta Corporation · 2023
  3. 3
    Potomac Comprehensive Diagnostic & Guidance Center, Inc. Health & Welfare Benefits Plannot reported in the loaded dataset
    Potomac Comprehensive Diagnostic & Guidance Center, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages