Staunton, 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, Staunton, VA has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $159,305,868 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $159,305,868
- Total reported liabilities (EOY)
- $211,075
- Total reported net assets (EOY)
- $159,094,793
Contributions & income
- Employer contributions
- $3,604,536
- Participant contributions
- $9,114,823
- Total income / additions
- $44,034,634
Expenses & distributions
- Benefits paid / distributions
- $12,423,011
- Total expenses
- $12,839,744
- Net increase / (decrease)
- $31,194,890
Coverage
- Total reported participants
- 7,747
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Staunton, 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 |
|---|---|---|---|
| Fisher Auto Parts 401(K) Plan | Fisher Auto Parts, Inc. | $78,487,932 | 2023 |
| Cadence, Inc. 401(K) Plan | Cadence, Inc. | $55,640,687 | 2023 |
| Augusta Emergency Physicians 401k Profit Sharing Plan | Augusta Emergency Physicians, Ltd. | $17,016,307 | 2023 |
| Augusta Cooperative Farm Bureau, Inc. 401(K) Savings Plan | Augusta Cooperative Farm Bureau, Inc. | $6,145,370 | 2023 |
| Valley Oil Corporation Profit Sharing Plan | Valley Oil Corporation | $1,209,572 | 2023 |
| Mack Pack Inc. Retirement Plan | Mack Pack Inc. | $806,000 | 2023 |
| Mary Baldwin College Employee Welfare Benefit Plan | Mary Baldwin University | not reported in the loaded dataset | 2023 |
| Fisher Auto Parts, Inc. Flexible Benefits Plan | Fisher Auto Parts, Inc. | not reported in the loaded dataset | 2023 |
| Augusta Coop Farm Bureau Inc Group Life Insurance Plan | Augusta Cooperative Farm Bureau Inc | not reported in the loaded dataset | 2023 |
| Augusta Cooperative Farm Bureau Inc Group Health Ins | Augusta Cooperative Farm Bureau Inc | not reported in the loaded dataset | 2023 |
| Cadence, Inc. Welfare Benefits Plan | Cadence, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Staunton → · Staunton plans by participants → · Staunton plans with financial data → · Staunton plans with provider compensation → · $1B+ plans in Staunton →
Related Form 5500 pages
- All VA Form 5500 filings
- Fisher Auto Parts 401(K) Plan (plan 001)
- Fisher Auto Parts, Inc. — all reported plans
- Cadence, Inc. 401(K) Plan (plan 001)
- Cadence, Inc. — all reported plans
- Augusta Emergency Physicians 401k Profit Sharing Plan (plan 001)
- Augusta Emergency Physicians, Ltd. — all reported plans
- Augusta Cooperative Farm Bureau, Inc. 401(K) Savings Plan (plan 002)
- Augusta Cooperative Farm Bureau, Inc. — all reported plans
- Valley Oil Corporation Profit Sharing Plan (plan 001)
- Valley Oil Corporation — all reported plans
- Mack Pack Inc. Retirement Plan (plan 001)
- Mack Pack Inc. — all reported plans
- Mary Baldwin College Employee Welfare Benefit Plan (plan 501)
- Mary Baldwin University — all reported plans
- Fisher Auto Parts, Inc. Flexible Benefits Plan (plan 501)
- Augusta Coop Farm Bureau Inc Group Life Insurance Plan (plan 502)
- Augusta Cooperative Farm Bureau Inc Group Health Ins (plan 501)
- Cadence, Inc. Welfare Benefits Plan (plan 505)
- Methodology
- Data sources