Martinsville, 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, Martinsville, VA has 20 loaded benefit plan(s) reported by 15 plan sponsor(s), with $156,536,974 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$156,536,974
Total reported liabilities (EOY)
$39,187
Total reported net assets (EOY)
$156,497,787

Contributions & income

Employer contributions
$5,399,981
Participant contributions
$9,175,844
Total income / additions
$35,433,806

Expenses & distributions

Benefits paid / distributions
$13,734,083
Total expenses
$14,089,024
Net increase / (decrease)
$21,344,782

Coverage

Total reported participants
5,298
Plans with financial statements
15
Plans with provider compensation
9

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

Largest loaded plans by reported assets

Largest loaded plans in Martinsville, VA
PlanSponsorReported assets (EOY)Year
Hooker Furnishings Corporation Employees Savings PlanHooker Furnishings Corporation$58,990,3052023
Carter Bank & Trust 401(K) And Profit Sharing PlanCarter Bank & Trust$46,712,6722023
Valleystar Credit Union 401(K) Retirement PlanValleystar Credit Union$14,539,4602023
Drake Extrusion Inc. Retirement PlanDrake Extrusion Inc.$9,938,9412023
Applied Felts, Inc., 401(K) Profit Sharing Plan And TrustApplied Felts, Inc.$7,134,7752023
The Lester Group 401(K) PlanThe Lester Group, Inc.$4,813,3072023
Virginia Mirror & Assoc. Companies 401(K) PlanVirginia Glass & Mirror Intermediary, LLC$4,402,1932023
Nelson Automotive Group 401(K) PlanNelson Automotive Group$4,288,3262023
The Lester Group, Inc Employee Stock Ownership PlanThe Lester Group, Inc.$2,845,1532023
Southwestern Virginia Energy Industries, Ltd EsopSouthwestern Virginia Energy Industries, Ltd.$2,229,3372023
Prillaman & Pace, Inc. , Employee Stock Ownership PlanPrillaman & Pace, Incorporated$374,0732023
Flooded Blessings, Inc. 401(K) PlanFlooded Blessings, Inc.$204,4322023
Gr8 Drive-Away Inc. Retirement PlanGr8 Drive-Away Inc.$64,0002023
Blue Ridge Aquaculture, Inc. Employee Stock Ownership PlanBlue Ridge Aquaculture, Inc.$02023
Young, Haskins, Mann, Gregory, & Wall, P.C. Profit Sharing Plan & TrustYoung, Haskins, Mann, Gregory & Wall, P.C.$02023
Hooker Furniture Corporation Employee Welfare Benefit PlanHooker Furniture Corporationnot reported in the loaded dataset2023
Gr Chevrolet, Buick, Pontiac, Gmc, Cadillac Welfare Benefit PlanGr Chevrolet, Buick, Pontiac, Gmc, Cadillacnot reported in the loaded dataset2023
Valleystar Health & Welfare PlanValleystar Credit Unionnot reported in the loaded dataset2023
Virginia Glass & Mirror Intermediary LLC Employee Benefits PlanVirginia Glass & Mirror Intermediary LLCnot reported in the loaded dataset2023
The Lester Group, Inc. Group Welfare Benefits PlanThe Lester Group, Inc.not reported in the loaded dataset2023

Related Form 5500 pages