Plan5500

Hermitage, 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, Hermitage, MO has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,039,073 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 Hermitage

  • 2 loaded plans hold $4M in reported assets across 2 sponsors.
  • The largest, Ozarks Community Health Center 401(K) Plan, holds 96% of reported Hermitage plan assets.
  • Plans cover 129 participants — about 65 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$4MSummed across loaded plans$4,039,073
Total reported assets$4M$4,039,073
Total reported participants129
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities$0
Contributions & income
Employer contributions$268.8K
Participant contributions$478.4K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$566.7K
Total expenses$607.6K
Net increase / (decrease)$912.8K

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 Hermitage, 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

Hermitage market comparison

Largest plan share of assets96%Ozarks Community Health Center 401(K) Plan
Participants per plan65Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Hermitage

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

  1. 1
    Ozarks Community Health Center 401(K) Plan$3.9M
    Ozarks Resource Group · 2023
  2. 2
    Jotajo Corporation 401k Trust$176.1K
    Jotajo Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages