Woodberry Forest School — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Woodberry Forest School (EIN 54-0519590) is a plan sponsor located in Woodberry Forest, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 54-0519590
- Location
- Woodberry Forest, VA
- Loaded plans
- 2
- Total reported participants
- 687
- Total reported plan assets (EOY)
- $73,797,216
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Woodberry Forest School Defined Contribution Retirement Plan | 003 | 474 | $73,797,216 | 2023 |
| Woodberry Forest School Hospitalization Insurance | 501 | 213 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Woodberry Forest School Defined Contribution Retirement Plan | 474 | H, C | 20250310130753NAL0009756179001 |
| 2023 | Woodberry Forest School Hospitalization Insurance | 213 | — | 20250422112213NAL0004246721001 |