Plan5500

Lexington, VA 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, Lexington, VA has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $410,869,857 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$410.9MSummed across loaded plans$410,869,857
Total reported assets$410.9M$410,869,857
Total reported participants3.8K3,788
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$410.9M total assets
Net assets$410.9MLiabilities$0
Contributions & income
Employer contributions$7.5M
Participant contributions$7.3M
Total income / additions$68.8M
Expenses & distributions
Benefits paid / distributions$25.9M
Total expenses$26.2M
Net increase / (decrease)$42.5M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation1 / 6 (17%)

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

Lexington market comparison

Largest plan share of assets99%Washington And Lee University Defined Contribution Plan
Participants per plan631Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lexington

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

  1. 1
    Washington And Lee University Defined Contribution Plan$407.5M
    Washington And Lee University · 2023
  2. 2
    Washington And Lee University Retiree Health Plan$2M
    Washington And Lee University · 2023
  3. 3
    Dr A B Hammond Pc 401(K) Profit Sharing Plan & Trust$1.4M
    Dr A B Hammond Pc · 2023
  4. 4
    Washington And Lee University Health And Welfare Plannot reported in the loaded dataset
    Washington And Lee University · 2023
  5. 5
    Rockbridge Area Health Center Benefit Plannot reported in the loaded dataset
    Rockbridge Area Free Clinic · 2023
  6. 6
    Rockbridge Area Health Center Benefit Plannot reported in the loaded dataset
    Rockbridge Area Free Clinic · 2023

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

Related Form 5500 pages