Plan5500

Greenlee Retirement Plan For Employees In A Collective Bargaining Unit — Form 5500 plan (Emerson Electric Company)

Plain-English plan 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, Greenlee Retirement Plan For Employees In A Collective Bargaining Unit is a benefit plan reported by Emerson Electric Company under EIN 36-2656023 and plan number 002. The latest loaded filing year is 2023. The filing reports 67 participants and $684,204 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$684.2KPlan net assets, end of year$684,204
Participants67Covered participants reported
Assets / participant$10.2KComputed: assets ÷ participants$10,212 (computed)
Provider compensation$9.6K1 Schedule C provider row(s)$9,591
Plan sponsor
Emerson Electric Company
EIN
36-2656023
Plan number
002
Plan type
2
Location
Saint Louis, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    67 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$684.2K total assets
Net assets$684.2KLiabilities—
Money in vs. money out
Total income / additions$111.7K
Total expenses$64.8K
Benefits paid / distributions$36.9K
Full reported line items

Net assets

Total assets (EOY)
$684,204
Net assets (EOY)
$684,204
Net assets (BOY)
$637,247

Income & contributions

Total income / additions
$111,715

Expenses & distributions

Benefits paid
$36,947
Total expenses
$64,758
Net increase / (decrease)
$46,957
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Willis Towers Watson$9.6K
    NONE · Direct $9.6K

What to inspect next

Frequently asked questions

Who sponsors the Greenlee Retirement Plan For Employees In A Collective Bargaining Unit?
Greenlee Retirement Plan For Employees In A Collective Bargaining Unit is reported as sponsored by Emerson Electric Company (EIN 36-2656023, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Greenlee Retirement Plan For Employees In A Collective Bargaining Unit?
The latest Form 5500 filing year loaded for Greenlee Retirement Plan For Employees In A Collective Bargaining Unit is 2023.
How many participants does Greenlee Retirement Plan For Employees In A Collective Bargaining Unit report?
Greenlee Retirement Plan For Employees In A Collective Bargaining Unit reports 67 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Greenlee Retirement Plan For Employees In A Collective Bargaining Unit?
Greenlee Retirement Plan For Employees In A Collective Bargaining Unit reports $684,204 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages