Warrenton, 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, Warrenton, VA has 20 loaded benefit plan(s) reported by 17 plan sponsor(s), with $156,380,750 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
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $156,380,750
- Total reported liabilities (EOY)
- $17
- Total reported net assets (EOY)
- $156,380,733
Contributions & income
- Employer contributions
- $3,533,896
- Participant contributions
- $5,980,072
- Total income / additions
- $27,111,015
Expenses & distributions
- Benefits paid / distributions
- $6,289,403
- Total expenses
- $6,614,478
- Net increase / (decrease)
- $20,496,537
Coverage
- Total reported participants
- 5,060
- Plans with financial statements
- 15
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Warrenton, 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 |
|---|---|---|---|
| Virginia Systems And Technology, Inc. Profit Sharing Plan | Virginia Systems And Technology, Inc. | $54,685,966 | 2023 |
| Uva Community Health Retirement 401(A) Plan | Uva Community Health | $44,608,727 | 2023 |
| Blue Ridge Orthopaedic Associates, P.C. 401(K) Profit Sharing Plan | Blue Ridge Orthopaedic Associates, P.C. | $32,420,761 | 2023 |
| Patriot Group International, Inc. 401(K) Plan | Patriot Group International, Inc. | $5,862,457 | 2023 |
| Walker Jones, Pc 401(K) Profit Sharing Plan | Walker Jones, Pc | $5,364,876 | 2023 |
| The Virginia Outdoors Foundation 401(K) Plan | The Virginia Outdoors Foundation | $4,678,539 | 2023 |
| Ces Consulting 401k Plan | Ces Consulting, LLC | $3,291,121 | 2023 |
| Xcellent Technology Solutions 401(K) Profit Sharing Plan & Trust | Xcellent Technology Solutions | $3,234,569 | 2023 |
| Jennifer Lien Woodside Dds Pc Profit Sharing Plan | Jennifer Lien Wooodside Dds Pc | $1,270,162 | 2023 |
| The Clifton Institute, Inc 403(B) Dc Plan | The Clifton Institute, Inc. | $539,248 | 2023 |
| Glass Rhino Corp. Retirement Plan | Glass Rhino Corp. | $277,959 | 2023 |
| Inglett Tools Inc. Retirement Plan | Inglett Tools Inc. | $92,594 | 2023 |
| Austin Realty Management & Inv 401(K) Profit Sharing Plan & Trust | Austin Realty Management & Inv | $53,687 | 2023 |
| Villospar Investments 401k Trust | Villospar Investments Inc. | $84 | 2023 |
| Brothers National 401(K) Plan | Brothers National, LLC | $0 | 2023 |
| Appleton Campbell Inc. | Appleton Campbell, Inc. | not reported in the loaded dataset | 2023 |
| Virginia Systems And Technology Inc | Virginia Systems And Technology Inc | not reported in the loaded dataset | 2023 |
| Patriot Group International, Inc. | Patriot Group International, Inc. | not reported in the loaded dataset | 2023 |
| Country Chevrolet Inc. Welfare Benefit Plan | Country Chevrolet, Inc. | not reported in the loaded dataset | 2023 |
| Ces Consulting, LLC Health & Welfare Plan | Ces Consulting, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Warrenton → · Warrenton plans by participants → · Warrenton plans with financial data → · Warrenton plans with provider compensation → · $1B+ plans in Warrenton →
Related Form 5500 pages
- All VA Form 5500 filings
- Virginia Systems And Technology, Inc. Profit Sharing Plan (plan 003)
- Virginia Systems And Technology, Inc. — all reported plans
- Uva Community Health Retirement 401(A) Plan (plan 002)
- Uva Community Health — all reported plans
- Blue Ridge Orthopaedic Associates, P.C. 401(K) Profit Sharing Plan (plan 002)
- Blue Ridge Orthopaedic Associates, P.C. — all reported plans
- Patriot Group International, Inc. 401(K) Plan (plan 001)
- Patriot Group International, Inc. — all reported plans
- Walker Jones, Pc 401(K) Profit Sharing Plan (plan 001)
- Walker Jones, Pc — all reported plans
- The Virginia Outdoors Foundation 401(K) Plan (plan 001)
- The Virginia Outdoors Foundation — all reported plans
- Ces Consulting 401k Plan (plan 001)
- Ces Consulting, LLC — all reported plans
- Xcellent Technology Solutions 401(K) Profit Sharing Plan & Trust (plan 001)
- Xcellent Technology Solutions — all reported plans
- Jennifer Lien Woodside Dds Pc Profit Sharing Plan (plan 001)
- Jennifer Lien Wooodside Dds Pc — all reported plans
- The Clifton Institute, Inc 403(B) Dc Plan (plan 001)
- The Clifton Institute, Inc. — all reported plans
- Glass Rhino Corp. Retirement Plan (plan 001)
- Glass Rhino Corp. — all reported plans
- Inglett Tools Inc. Retirement Plan (plan 001)
- Inglett Tools Inc. — all reported plans
- Austin Realty Management & Inv 401(K) Profit Sharing Plan & Trust (plan 001)
- Austin Realty Management & Inv — all reported plans
- Villospar Investments 401k Trust (plan 001)
- Villospar Investments Inc. — all reported plans
- Brothers National 401(K) Plan (plan 001)
- Brothers National, LLC — all reported plans
- Methodology
- Data sources