Plan5500

Spencer, 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, Spencer, WV has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $23,951,293 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
2
Latest filing year
2023

What stands out in Spencer

  • 3 loaded plans hold $24M in reported assets across 2 sponsors.
  • The largest, Roane General Hospital 401(K) Profit Sharing Plan, holds 94% of reported Spencer plan assets.
  • Plans cover 791 participants — about 264 per plan.
  • 67% 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$23.6MSummed across loaded plans$23,570,825
Total reported assets$24M$23,951,293
Total reported participants791
Total reported liabilities$380.5K$380,468

Reported net position

Reported assets = net assets + liabilities (summed)$24M total assets
Net assets$23.6MLiabilities$380.5K
Contributions & income
Employer contributions$635.9K
Participant contributions$1.1M
Total income / additions$6.8M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.8M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Spencer market comparison

Largest plan share of assets94%Roane General Hospital 401(K) Profit Sharing Plan
Participants per plan264Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Spencer

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

  1. 1
    Roane General Hospital 401(K) Profit Sharing Plan$22.6M
    Hospital Development Corporation D/B/A Roane General Hospital · 2023
  2. 2
    First Neighborhood Bank Employee Stock Ownership Plan$1.4M
    First Neighborhood Bank · 2023
  3. 3
    Roane General Hospital Welfare Benefits Plannot reported in the loaded dataset
    Hospital Development Corporation D/B/A Roane General Hospital · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages