Riverside, 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, Riverside, MO has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $192,256,996 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

What stands out in Riverside

  • 10 loaded plans hold $192.3M in reported assets across 7 sponsors.
  • The largest, Charles D. Jones & Company, Inc. Employee Stock Ownership Plan, holds 33% of reported Riverside plan assets.
  • Plans cover 2,864 participants — about 286 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$164.4MSummed across loaded plans$164,389,931
Total reported assets$192.3M$192,256,996
Total reported participants2.9K2,864
Total reported liabilities$27.9M$27,867,065

Reported net position

Reported assets = net assets + liabilities (summed)$192.3M total assets
Net assets$164.4MLiabilities$27.9M
Contributions & income
Employer contributions$10.2M
Participant contributions$9.7M
Total income / additions$77.8M
Expenses & distributions
Benefits paid / distributions$9.3M
Total expenses$10M
Net increase / (decrease)$67.7M

Data coverage

Plans with financial statements6 / 10 (60%)
Plans with provider compensation3 / 10 (30%)

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

Riverside market comparison

Largest plan share of assets33%Charles D. Jones & Company, Inc. Employee Stock Ownership Plan
Participants per plan286Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Riverside

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

  1. 1
    Charles D. Jones & Company, Inc. · 2023
  2. 2
    Northpoint Development, LLC · 2023
  3. 3
  4. 4
    Cogent, Inc. · 2023
  5. 5
  6. 6
    Renaissance Infrastructure Consulting, Inc. · 2023
  7. 7
    Charles D. Jones & Co. Welfare Plannot reported in the loaded dataset
    Charles D. Jones & Co. · 2023
  8. 8
    Cogent, Inc. Employee Benefits Plansnot reported in the loaded dataset
    Cogent, Inc · 2023
  9. 9
    Gallagher North America Benefit Plannot reported in the loaded dataset
    Gallagher North America Inc. · 2023
  10. 10
    Resourceone Global L L C · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Riverside, MO?
10 plan(s) reported by 7 sponsor(s) are loaded for Riverside, MO.

Related Form 5500 pages