401(k)
2023 plan-year 401(k) DOL Form 5500

EGGLESTON SPECIAL RETIREMENT PLAN

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

LOUISE W. EGGLESTON CENTER, INC.

This 401(k) plan holds $3M in total assets and serves 348 participants as of 2023. It is sponsored by LOUISE W. EGGLESTON CENTER, INC. in Virginia. The plan reported positive net income of $544K for the year.

Total Assets (2023)
$3M
Participants
348
State
Industry
Professional & Technical Services

What the Filing Says About EGGLESTON SPECIAL RETIREMENT PLAN

EGGLESTON SPECIAL RETIREMENT PLAN is a 401(k) retirement plan sponsored by LOUISE W. EGGLESTON CENTER, INC., headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 348 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540602238, and the plan has been effective since 2013-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $3M at year-end — a gain of 23.5%. Net assets (after liabilities) closed the year at $3M, with reported net income of $544K 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)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$544K
Plan Type401(k)
Employer EIN540602238
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LOUISE W. EGGLESTON CENTER, INC.)

Year Plans Participants Total Assets
2022 1 374 $2M
2023 1 348 $3M
2024 2 419 $5M

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the EGGLESTON SPECIAL RETIREMENT PLAN?
As of the 2023 Form 5500 filing, EGGLESTON SPECIAL RETIREMENT PLAN holds $3M in total assets with 348 participants. It is sponsored by LOUISE W. EGGLESTON CENTER, INC..
What type of plan is EGGLESTON SPECIAL RETIREMENT PLAN?
EGGLESTON SPECIAL RETIREMENT PLAN is a 401(k) plan. It has been effective since 2013-07-01. The plan is filed with the U.S. Department of Labor under EIN 540602238.
Who sponsors the EGGLESTON SPECIAL RETIREMENT PLAN?
EGGLESTON SPECIAL RETIREMENT PLAN is sponsored by LOUISE W. EGGLESTON CENTER, INC., located in Virginia. The sponsor's EIN is 540602238 and the plan operates in the Professional & Technical Services industry.
How did EGGLESTON SPECIAL RETIREMENT PLAN perform in 2023?
EGGLESTON SPECIAL RETIREMENT PLAN grew by 23.5% during 2023, moving from $2M to $3M in total assets. Net income was $544K.
Where can I find official filings for EGGLESTON SPECIAL RETIREMENT PLAN?
Official Form 5500 filings for EGGLESTON SPECIAL RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540602238 or plan name at efast.dol.gov.
How does EGGLESTON SPECIAL RETIREMENT PLAN compare to other plans?
You can compare EGGLESTON SPECIAL RETIREMENT PLAN against other 401(k) 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 540602238.

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 official public datasets. See our methodology for details.