Plan5500

Adrian, MO 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, Adrian, MO has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,195,716 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Adrian

  • 2 loaded plans hold $3.2M in reported assets across 2 sponsors.
  • The largest, Yoss Brothers Employees Employee Profit Sh Trust And An Employee Stock, holds 99% of reported Adrian plan assets.
  • Plans cover 45 participants — about 23 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2MSummed across loaded plans$3,195,716
Total reported assets$3.2M$3,195,716
Total reported participants45
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities—
Contributions & income
Employer contributions$54K
Participant contributionsNot reported
Total income / additions$552.7K
Expenses & distributions
Benefits paid / distributions$136.2K
Total expenses$136.2K
Net increase / (decrease)$416.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Adrian, MO 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

Adrian market comparison

Largest plan share of assets99%Yoss Brothers Employees Employee Profit Sh Trust And An Employee Stock
Participants per plan23Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Adrian

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

  1. 1
    Yoss Brothers Employees Employee Profit Sh Trust And An Employee Stock$3.2M
    Yoss Brothers Inc · 2023
  2. 2
    Layn Rose Holdings, Inc. 401(K) Plan$36.5K
    Layn Rose Holdings, Inc. · 2023

Largest plans in Adrian → · Adrian plans by participants → · Adrian plans with financial data → · Adrian plans with provider compensation → · $1B+ plans in Adrian →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Adrian, MO?
2 plan(s) reported by 2 sponsor(s) are loaded for Adrian, MO.

Related Form 5500 pages