Morrilton, AR 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, Morrilton, AR has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $10,702,613 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Morrilton

  • 7 loaded plans hold $10.7M in reported assets across 5 sponsors.
  • The largest, Miller 401(K) Plan, holds 44% of reported Morrilton plan assets.
  • Plans cover 1,347 participants — about 192 per plan.
  • 43% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$663KSummed across loaded plans$662,980
Total reported assets$10.7M$10,702,613
Total reported participants1.3K1,347
Total reported liabilities$10M$10,039,633

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$663KLiabilities$10M
Contributions & income
Employer contributions$1.2M
Participant contributions$881.6K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.6M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morrilton, AR 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.

Computed from loaded plans

Morrilton market comparison

Largest plan share of assets44%Miller 401(K) Plan
Participants per plan192Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Morrilton

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Tolm Group, Inc. · 2023
  2. 2
    United Employee Holdings, Inc. · 2023
  3. 3
    Morrilton Packing, Inc. · 2023
  4. 4
    Tolm Group, Inc Premium Only Plannot reported in the loaded dataset
    Tolm Group, Inc. · 2023
  5. 5
    Koontz Electric Company, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Koontz Electric Company, Inc. · 2023
  6. 6
    Etw Enterprises, Inc. Dental Plannot reported in the loaded dataset
    Etw Enterprises, Inc. · 2023
  7. 7
    Etw Enterprises, Inc. Life Plannot reported in the loaded dataset
    Etw Enterprises, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Morrilton, AR?
7 plan(s) reported by 5 sponsor(s) are loaded for Morrilton, AR.

Related Form 5500 pages