Plan5500

Rockingham, 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, Rockingham, VA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $46,758,111 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$46.8MSummed across loaded plans$46,758,111
Total reported assets$46.8M$46,758,111
Total reported participants1.3K1,297
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46.8M total assets
Net assets$46.8MLiabilities$0
Contributions & income
Employer contributions$3M
Participant contributions$2M
Total income / additions$12.1M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.8M
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Rockingham market comparison

Largest plan share of assets100%Shenandoah Valley Electric Cooperative 401(K) & Profit Sharing Plan
Participants per plan432Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Rockingham

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

  1. 1
    Shenandoah Valley Electric Cooperative 401(K) & Profit Sharing Plan$46.8M
    Shenandoah Valley Electric Cooperative · 2023
  2. 2
    Soli Organic Inc. Employee Benefits Plannot reported in the loaded dataset
    Soli Organic Inc. · 2023
  3. 3
    Interchange Group, Inc. Health And Welfare Plannot reported in the loaded dataset
    Interchange Group, Inc. · 2023

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

Related Form 5500 pages