Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Employees' Pension Plan of Rgc Resources, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Rgc Resources, Inc. · Virginia · Utilities

What the 2023 filing shows

Employees' Pension Plan of Rgc Resources, Inc. holds $28M for 69 participants — about $403,844 per participant, down 30.0% over the 2022 plan year.

$28M
total plan assets (2022 EOY)
69
covered participants
$403,844
avg assets per participant
-30.0%
assets change YoY

The plan reported a net loss of $12M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$28M
Participants
69
State
Industry
Utilities

What the Filing Says About Employees' Pension Plan of Rgc Resources, Inc.

Employees' Pension Plan of Rgc Resources, Inc. is a Defined Benefit (Pension) retirement plan sponsored by Rgc Resources, Inc., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 69 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 541909697, and the plan has been effective since 1982-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $40M at the beginning of 2022 to $28M at year-end — a decline of 30.0%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-11,936,264 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$40M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$-11,936,264
Plan TypeDefined Benefit (Pension)
Employer EIN541909697
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rgc Resources, Inc.)

Year Plans Participants Total Assets
2022 2 170 $47M
2023 2 160 $53M
2024 2 164 $52M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Employees' Pension Plan of Rgc Resources, Inc.?
As of the 2022 Form 5500 filing, Employees' Pension Plan of Rgc Resources, Inc. holds $28M in total assets with 69 participants. It is sponsored by Rgc Resources, Inc..
What type of plan is Employees' Pension Plan of Rgc Resources, Inc.?
Employees' Pension Plan of Rgc Resources, Inc. is a Defined Benefit (Pension) plan. It has been effective since 1982-01-01. The plan is filed with the U.S. Department of Labor under EIN 541909697.
Who sponsors the Employees' Pension Plan of Rgc Resources, Inc.?
Employees' Pension Plan of Rgc Resources, Inc. is sponsored by Rgc Resources, Inc., located in Virginia. The sponsor's EIN is 541909697 and the plan operates in the Utilities industry.
How did Employees' Pension Plan of Rgc Resources, Inc. perform in 2022?
Employees' Pension Plan of Rgc Resources, Inc. declined by 30.0% during 2022, moving from $40M to $28M in total assets. Net income was $-11,936,264.
Where can I find official filings for Employees' Pension Plan of Rgc Resources, Inc.?
Official Form 5500 filings for Employees' Pension Plan of Rgc Resources, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541909697 or plan name at efast.dol.gov.
How does Employees' Pension Plan of Rgc Resources, Inc. compare to other plans?
You can compare Employees' Pension Plan of Rgc Resources, Inc. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 541909697.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.