Plan5500

White Sulphur Springs, 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, White Sulphur Springs, WV has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $41,480,223 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 White Sulphur Springs

  • 3 loaded plans hold $41.5M in reported assets across 3 sponsors.
  • The largest, Justice Family Group 401(K) Retirement Plan, holds 44% of reported White Sulphur Springs plan assets.
  • Plans cover 1,677 participants — about 559 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.5MSummed across loaded plans$41,480,223
Total reported assets$41.5M$41,480,223
Total reported participants1.7K1,677
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$41.5M total assets
Net assets$41.5MLiabilities$0
Contributions & income
Employer contributions$591.8K
Participant contributions$2.1M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.8M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for White Sulphur Springs, 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

White Sulphur Springs market comparison

Largest plan share of assets44%Justice Family Group 401(K) Retirement Plan
Participants per plan559Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in White Sulphur Springs

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

  1. 1
    Justice Family Group 401(K) Retirement Plan$18.1M
    Justice Family Group, LLC · 2023
  2. 2
    The Greenbrier Savings And Investment Plan$17.3M
    Greenbrier Hotel Corporation · 2023
  3. 3
    Wvva Health Care Alliance, Pc Profit Sharing & 401(K) Plan$6.1M
    Wvva Health Care Alliance, Pc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages