Plan5500

California, 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, California, MO has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $30,168,185 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in California

  • 4 loaded plans hold $30.2M in reported assets across 2 sponsors.
  • The largest, Burgers Employees Profit Sharing Plan And Trust, holds 99% of reported California plan assets.
  • Plans cover 1,042 participants — about 261 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.2MSummed across loaded plans$30,165,705
Total reported assets$30.2M$30,168,185
Total reported participants1K1,042
Total reported liabilities$2.5K$2,480

Reported net position

Reported assets = net assets + liabilities (summed)$30.2M total assets
Net assets$30.2MLiabilities$2.5K
Contributions & income
Employer contributions$1.5M
Participant contributions$0
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$4M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

California market comparison

Largest plan share of assets99%Burgers Employees Profit Sharing Plan And Trust
Participants per plan261Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in California

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

  1. 1
    Burgers Employees Profit Sharing Plan And Trust$29.9M
    Burgers Ozark Country Cured Hams, Inc · 2023
  2. 2
    Robertson Management, Inc. 401(K) Profit Sharing Plan$255.1K
    Robertson Management, Inc. · 2023
  3. 3
    Burgers Health & Welfare Plan - Health Plannot reported in the loaded dataset
    Burgers Ozark Country Cured Hams, Inc · 2023
  4. 4
    Burgers Health & Welfare Plan - Life Vision Dentalnot reported in the loaded dataset
    Burgers Ozark Country Cured Hams, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages