Plan5500

Lebanon, 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, Lebanon, MO has 15 loaded benefit plan(s) reported by 6 plan sponsor(s), with $171,864,496 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
6
Latest filing year
2023

What stands out in Lebanon

  • 15 loaded plans hold $171.9M in reported assets across 6 sponsors.
  • The largest, Independent Stave Company, LLC 401(K) Profit Sharing Plan, holds 54% of reported Lebanon plan assets.
  • Plans cover 11,444 participants — about 763 per plan.
  • 27% of loaded plans report full Schedule H/I financial statements.
  • 27% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$171.8MSummed across loaded plans$171,840,158
Total reported assets$171.9M$171,864,496
Total reported participants11.4K11,444
Total reported liabilities$24.3K$24,338

Reported net position

Reported assets = net assets + liabilities (summed)$171.9M total assets
Net assets$171.8MLiabilities$24.3K
Contributions & income
Employer contributions$5.6M
Participant contributions$12.1M
Total income / additions$42.6M
Expenses & distributions
Benefits paid / distributions$16.3M
Total expenses$16.8M
Net increase / (decrease)$25.8M

Data coverage

Plans with financial statements4 / 15 (27%)
Plans with provider compensation4 / 15 (27%)

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

Lebanon market comparison

Largest plan share of assets54%Independent Stave Company, LLC 401(K) Profit Sharing Plan
Participants per plan763Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Lebanon

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

  1. 1
    Independent Stave Company, LLC 401(K) Profit Sharing Plan$93.3M
    Independent Stave Company, LLC · 2023
  2. 2
    The Durham Company Retirement Savings Plan$41.2M
    The Durham Co. · 2023
  3. 3
    Ironform 401(K) Plan$22.2M
    Detroit Tool Metal Products · 2023
  4. 4
    Detroit Tool & Engineering 401(K) Retirement Plan$15.2M
    Rcd LLC · 2023
  5. 5
    Durham Company Superior Vision Plannot reported in the loaded dataset
    The Durham Company · 2023
  6. 6
    The Durham Company Short Term Disability Plannot reported in the loaded dataset
    The Durham Company · 2023
  7. 7
    G E C Durham Industries Medical Plannot reported in the loaded dataset
    G E C Durham Industries Inc · 2023
  8. 8
    Ironform Holdings, LLC Employee Benefits Plannot reported in the loaded dataset
    Ironform Holdings, LLC · 2023
  9. 9
    Independent Stave Company, LLC Employee Health Care Plannot reported in the loaded dataset
    Independent Stave Company, LLC · 2023
  10. 10
    Independent Stave Company, LLC Occupational Ad&D Insurance Plannot reported in the loaded dataset
    Independent Stave Company, LLC · 2023
  11. 11
    Missouri Eagle, LLCnot reported in the loaded dataset
    Missouri Eagle, LLC · 2023
  12. 12
    Rcd, LLC Dba Dt Engineering Employee Benefits Plannot reported in the loaded dataset
    Rcd, LLC Dba Dt Engineering · 2023
  13. 13
    Durham Company Group Life Ad&D And Dependent Life Plannot reported in the loaded dataset
    The Durham Company · 2023
  14. 14
    Durham Company Major Medical And Disability Plannot reported in the loaded dataset
    The Durham Company · 2023
  15. 15
    The Durham Company Dental Benefit Plannot reported in the loaded dataset
    The Durham Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lebanon, MO?
15 plan(s) reported by 6 sponsor(s) are loaded for Lebanon, MO.

Related Form 5500 pages