Williamsburg, 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, Williamsburg, VA has 22 loaded benefit plan(s) reported by 18 plan sponsor(s), with $422,018,421 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $422,018,421
- Total reported liabilities (EOY)
- $1,782,449
- Total reported net assets (EOY)
- $419,741,842
Contributions & income
- Employer contributions
- $2,604,335
- Participant contributions
- $6,709,946
- Total income / additions
- $37,341,558
Expenses & distributions
- Benefits paid / distributions
- $25,966,391
- Total expenses
- $29,768,471
- Net increase / (decrease)
- $7,573,087
Coverage
- Total reported participants
- 12,843
- Plans with financial statements
- 15
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Williamsburg, 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 |
|---|---|---|---|
| The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation | The Colonial Williamsburg Foundation | $291,470,246 | 2023 |
| Colonial Williamsburg Tax Deferred Savings Plan | The Colonial Williamsburg Foundation | $91,250,786 | 2023 |
| The Deferred Salary Profit Sharing Plan For The Employees O | Bush Construction Corporation | $16,389,480 | 2023 |
| Williamsburg Landing, Inc. 403(B) Retirement Plan | Williamsburg Landing, Inc. | $8,115,330 | 2023 |
| Our Town Hospitality, LLC 401(K) Plan | Our Town Hospitality, LLC | $5,951,007 | 2023 |
| Hc Of Virginia 401(K) Plan | Hc Of Virginia, Inc. | $5,371,197 | 2023 |
| Sotherly Hotels Inc. Employee Stock Ownership Plan | Sotherly Hotels Inc. | $982,227 | 2023 |
| Hamilton Investment Corp. 401k Plan | Hamilton Investment Corp. | $800,152 | 2023 |
| Buckets Car Wash, Inc. 401(K) Plan | Buckets Car Wash, Inc. | $500,708 | 2023 |
| Services By Design Inc. Retirement Plan | Services By Design Inc. | $494,130 | 2023 |
| Mebrica Associates Inc. Profit Sharing Plan | Mebrica Associates Inc. | $438,190 | 2023 |
| Ctg Enterprises, Inc. 401(K) Plan | Ctg Enterprises, Inc. | $110,139 | 2023 |
| Goodman Allen Donnelly Health Care Plan | Goodman Allen Donnelly Pllc | $85,856 | 2023 |
| Glander Management Corporation 401k Profit Sharing Plan | Glander Management Corporation | $58,973 | 2023 |
| Newport Hospitality Group, Inc. Employees Savings Plan | Newport Hospitality Group, Inc. | $0 | 2023 |
| Henderson, Inc. Flexible Benefits Plan | Henderson, Inc. | not reported in the loaded dataset | 2023 |
| Branscome Operating LLC | Branscome Operating LLC | not reported in the loaded dataset | 2023 |
| Colonial Williamsburg Foundation Welfare Benefit Plan | Colonial Williamsburg Foundation | not reported in the loaded dataset | 2023 |
| Williamsburg Landing Inc. Employee Benefits Plan | Williamsburg Landing, Inc. | not reported in the loaded dataset | 2023 |
| Our Town Hospitality LLC Welfare Benefit Plan | Our Town Hospitality, LLC | not reported in the loaded dataset | 2023 |
| National Center For State Courts Group Health, Life & Disability | National Center For State Courts | not reported in the loaded dataset | 2023 |
| Velocity Urgent Care Health And Welfare Plan | Velocity Urgent Care | not reported in the loaded dataset | 2023 |
Largest plans in Williamsburg → · Williamsburg plans by participants → · Williamsburg plans with financial data → · Williamsburg plans with provider compensation → · $1B+ plans in Williamsburg →
Related Form 5500 pages
- All VA Form 5500 filings
- The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation (plan 001)
- The Colonial Williamsburg Foundation — all reported plans
- Colonial Williamsburg Tax Deferred Savings Plan (plan 004)
- The Deferred Salary Profit Sharing Plan For The Employees O (plan 002)
- Bush Construction Corporation — all reported plans
- Williamsburg Landing, Inc. 403(B) Retirement Plan (plan 001)
- Williamsburg Landing, Inc. — all reported plans
- Our Town Hospitality, LLC 401(K) Plan (plan 001)
- Our Town Hospitality, LLC — all reported plans
- Hc Of Virginia 401(K) Plan (plan 001)
- Hc Of Virginia, Inc. — all reported plans
- Sotherly Hotels Inc. Employee Stock Ownership Plan (plan 002)
- Sotherly Hotels Inc. — all reported plans
- Hamilton Investment Corp. 401k Plan (plan 001)
- Hamilton Investment Corp. — all reported plans
- Buckets Car Wash, Inc. 401(K) Plan (plan 001)
- Buckets Car Wash, Inc. — all reported plans
- Services By Design Inc. Retirement Plan (plan 001)
- Services By Design Inc. — all reported plans
- Mebrica Associates Inc. Profit Sharing Plan (plan 001)
- Mebrica Associates Inc. — all reported plans
- Ctg Enterprises, Inc. 401(K) Plan (plan 001)
- Ctg Enterprises, Inc. — all reported plans
- Goodman Allen Donnelly Health Care Plan (plan 501)
- Goodman Allen Donnelly Pllc — all reported plans
- Glander Management Corporation 401k Profit Sharing Plan (plan 001)
- Glander Management Corporation — all reported plans
- Newport Hospitality Group, Inc. Employees Savings Plan (plan 001)
- Newport Hospitality Group, Inc. — all reported plans
- Methodology
- Data sources