Troy, 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, Troy, MO has 13 loaded benefit plan(s) reported by 7 plan sponsor(s), with $48,763,219 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
7
Latest filing year
2023

What stands out in Troy

  • 13 loaded plans hold $48.8M in reported assets across 7 sponsors.
  • The largest, Lincoln County Bancorp, Inc. Profit Sharing Plan, holds 52% of reported Troy plan assets.
  • Plans cover 3,224 participants — about 248 per plan.
  • 62% of loaded plans report full Schedule H/I financial statements.
  • 46% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.7MSummed across loaded plans$48,735,532
Total reported assets$48.8M$48,763,219
Total reported participants3.2K3,224
Total reported liabilities$27.7K$27,687

Reported net position

Reported assets = net assets + liabilities (summed)$48.8M total assets
Net assets$48.7MLiabilities$27.7K
Contributions & income
Employer contributions$1.3M
Participant contributions$1.7M
Total income / additions$11.7M
Expenses & distributions
Benefits paid / distributions$5.4M
Total expenses$5.8M
Net increase / (decrease)$5.9M

Data coverage

Plans with financial statements8 / 13 (62%)
Plans with provider compensation6 / 13 (46%)

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

Troy market comparison

Largest plan share of assets52%Lincoln County Bancorp, Inc. Profit Sharing Plan
Participants per plan248Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Troy

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

  1. 1
    Lincoln County Bancorp, Inc. · 2023
  2. 2
    Lincoln County Bancorp, Inc · 2023
  3. 3
    Witte Brothers Exchange, Inc. · 2023
  4. 4
  5. 5
    Swafford-Kientzy Machine And Fabrication Inc. · 2023
  6. 6
    Tahoe Vista, Inc. · 2023
  7. 7
    Gerald R Ledoux Dds Pc · 2023
  8. 8
    Toyota Motor Manufacturing, Missouri, Inc. · 2023
  9. 9
    Lincoln County Bancorp Dental Plannot reported in the loaded dataset
    Lincoln County Bancorp · 2023
  10. 10
    Witte Brothers Exchange, Inc. Dental Plannot reported in the loaded dataset
    Witte Brothers Exchange, Inc. · 2023
  11. 11
    Witte Brothers Exchange, Inc. Medical Plannot reported in the loaded dataset
    Witte Brothers Exchange, Inc. · 2023
  12. 12
    Witte Brothers Exchange, Inc. · 2023
  13. 13
    Lincoln County Bancorp Health Insurance Plannot reported in the loaded dataset
    Lincoln County Bancorp · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages