Plan5500

Webb City, 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, Webb City, MO has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $30,253,378 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Webb City

  • 5 loaded plans hold $30.3M in reported assets across 3 sponsors.
  • The largest, Bills Electric, Inc. Employee Stock Ownership Plan, holds 56% of reported Webb City plan assets.
  • Plans cover 1,228 participants — about 246 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.2MSummed across loaded plans$28,224,103
Total reported assets$30.3M$30,253,378
Total reported participants1.2K1,228
Total reported liabilities$2M$2,029,275

Reported net position

Reported assets = net assets + liabilities (summed)$30.3M total assets
Net assets$28.2MLiabilities$2M
Contributions & income
Employer contributions$1.6M
Participant contributions$749.3K
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.2M
Net increase / (decrease)$814K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Webb City market comparison

Largest plan share of assets56%Bills Electric, Inc. Employee Stock Ownership Plan
Participants per plan246Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Webb City

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

  1. 1
    Bills Electric, Inc. Employee Stock Ownership Plan$17M
    Bill'S Electric, Inc. · 2023
  2. 2
    Cardinal Scale Manufacturing Company 401(K) Plan$13.3M
    Cardinal Scale Manufacturing Co. · 2023
  3. 3
    Cardinal Health Care Trust Fund$15.6K
    Cardinal Scale Mfg Co. · 2023
  4. 4
    Ozark Machine Company, Inc. Employees Stock Ownership Trust$0
    Ozark Machine Company, Inc. · 2023
  5. 5
    Bill'S Electric, Inc. Healthcare Plannot reported in the loaded dataset
    Bill'S Electric, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Webb City, MO?
5 plan(s) reported by 3 sponsor(s) are loaded for Webb City, MO.

Related Form 5500 pages