Purcellville, 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, Purcellville, VA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $63,814,483 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $63,814,483
- Total reported liabilities (EOY)
- $3,370
- Total reported net assets (EOY)
- $63,811,113
Contributions & income
- Employer contributions
- $1,919,766
- Participant contributions
- $3,736,158
- Total income / additions
- $15,699,900
Expenses & distributions
- Benefits paid / distributions
- $6,691,069
- Total expenses
- $6,829,457
- Net increase / (decrease)
- $8,870,443
Coverage
- Total reported participants
- 1,561
- Plans with financial statements
- 9
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Purcellville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Home School Legal Defense Association 401(K) Plan | Home School Legal Defense Association | $14,943,049 | 2023 |
| Terratest, Inc. Retirement Savings Plan | Terratest, Inc. | $11,343,847 | 2023 |
| The Matthews Group Retirement Plan | The Matthews Group, Inc. | $10,296,024 | 2023 |
| Patrick Henry College 401(K) Plan | Patrick Henry College | $6,819,659 | 2023 |
| Lowers Risk Group, LLC 401(K) Plan | Lowers Risk Group, LLC | $6,301,602 | 2023 |
| Nvision, LLC 401(K) Plan | Nvision, LLC | $5,450,465 | 2023 |
| Rcd, Inc. Employees' 401(K) Plan | Rcd, Inc. | $4,722,772 | 2023 |
| Family Dentistry, G Direnzo Dmd, P/S Plan | Gregory S Direnzo, Dmd, Pc | $3,919,911 | 2023 |
| Ashe Inc. Retirement Plan | Ashe Inc. | $17,154 | 2023 |
| Beckstrom Electric Health Plan | Beckstrom Electric, Co | not reported in the loaded dataset | 2023 |
| Tmg Construction Corp. Welfare Benefits Plan | The Matthews Group, Inc. Dba Tmg Construction Corp. | not reported in the loaded dataset | 2023 |
| Rcd Inc Electrical Services Wrap Welfare Benefit Plan | Rcd Inc | not reported in the loaded dataset | 2023 |
| Home School Legal Defense Association Employee Benefits Plan | Home School Legal Defense Association | not reported in the loaded dataset | 2023 |
| Lowers Risk Group, LLC Welfare Benefit Plan | Lowers Risk Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Purcellville → · Purcellville plans by participants → · Purcellville plans with financial data → · Purcellville plans with provider compensation → · $1B+ plans in Purcellville →
Related Form 5500 pages
- All VA Form 5500 filings
- Home School Legal Defense Association 401(K) Plan (plan 003)
- Home School Legal Defense Association — all reported plans
- Terratest, Inc. Retirement Savings Plan (plan 001)
- Terratest, Inc. — all reported plans
- The Matthews Group Retirement Plan (plan 001)
- The Matthews Group, Inc. — all reported plans
- Patrick Henry College 401(K) Plan (plan 001)
- Patrick Henry College — all reported plans
- Lowers Risk Group, LLC 401(K) Plan (plan 001)
- Lowers Risk Group, LLC — all reported plans
- Nvision, LLC 401(K) Plan (plan 001)
- Nvision, LLC — all reported plans
- Rcd, Inc. Employees' 401(K) Plan (plan 001)
- Rcd, Inc. — all reported plans
- Family Dentistry, G Direnzo Dmd, P/S Plan (plan 001)
- Gregory S Direnzo, Dmd, Pc — all reported plans
- Ashe Inc. Retirement Plan (plan 001)
- Ashe Inc. — all reported plans
- Beckstrom Electric Health Plan (plan 501)
- Beckstrom Electric, Co — all reported plans
- Tmg Construction Corp. Welfare Benefits Plan (plan 501)
- Rcd Inc Electrical Services Wrap Welfare Benefit Plan (plan 503)
- Home School Legal Defense Association Employee Benefits Plan (plan 501)
- Lowers Risk Group, LLC Welfare Benefit Plan (plan 502)
- Methodology
- Data sources