Grain Valley, 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, Grain Valley, MO has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $28,239,922 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $28,239,922
- Total reported liabilities (EOY)
- $342,404
- Total reported net assets (EOY)
- $27,897,518
Contributions & income
- Employer contributions
- $4,876,501
- Participant contributions
- $1,568,722
- Total income / additions
- $10,183,110
Expenses & distributions
- Benefits paid / distributions
- $6,277,945
- Total expenses
- $6,392,758
- Net increase / (decrease)
- $3,790,352
Coverage
- Total reported participants
- 652
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grain Valley, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Owner-Operator Services 401(K) Pprofit Sharing Retirement Plan | Owner-Operator Services, Inc. | $27,006,579 | 2023 |
| Barreto Investment Group Inc. Retirement Plan | Barreto Investment Group Inc. | $1,139,179 | 2023 |
| Meravic, Inc. Employee Stock Ownership Plan | Meravic, Inc. | $94,164 | 2023 |
| Ooida Employee Health Care Plan | Owner Operator Independent Drivers | $0 | 2023 |
Largest plans in Grain Valley → · Grain Valley plans by participants → · Grain Valley plans with financial data → · Grain Valley plans with provider compensation → · $1B+ plans in Grain Valley →
Related Form 5500 pages
- All MO Form 5500 filings
- Owner-Operator Services 401(K) Pprofit Sharing Retirement Plan (plan 001)
- Owner-Operator Services, Inc. — all reported plans
- Barreto Investment Group Inc. Retirement Plan (plan 001)
- Barreto Investment Group Inc. — all reported plans
- Meravic, Inc. Employee Stock Ownership Plan (plan 002)
- Meravic, Inc. — all reported plans
- Ooida Employee Health Care Plan (plan 501)
- Owner Operator Independent Drivers — all reported plans
- Methodology
- Data sources