Ballwin, 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, Ballwin, MO has 27 loaded benefit plan(s) reported by 21 plan sponsor(s), with $1,362,872,237 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,362,872,237
- Total reported liabilities (EOY)
- $11,876,270
- Total reported net assets (EOY)
- $1,350,880,967
Contributions & income
- Employer contributions
- $76,316,951
- Participant contributions
- $37,587,197
- Total income / additions
- $274,277,653
Expenses & distributions
- Benefits paid / distributions
- $156,266,442
- Total expenses
- $164,239,814
- Net increase / (decrease)
- $110,037,839
Coverage
- Total reported participants
- 52,916
- Plans with financial statements
- 16
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ballwin, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ufcw Union Local No. 655, Food Employer'S Joint Pe | Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan | $765,296,050 | 2023 |
| Eyecare Partners 401(K) Plan | Clarkson Eyecare, Inc. | $454,946,701 | 2023 |
| South County Anesthesia Associates, Ltd 401(K) Plan And Trust | South County Anesthesia Assoc., Ltd. | $46,829,361 | 2023 |
| Anchor Packaging Employees' 401k Retirement Plan | Anchor Packaging, LLC | $40,925,539 | 2023 |
| United Food And Commercial Workers Union Local No. | United Food And Commercial Workers Union | $28,493,319 | 2023 |
| Ecc Retirement Savings Plan | Msh Chevrolet Cadillac, Inc. | $21,338,775 | 2023 |
| Hurtt Fabricating Corp Employee Stock Ownership Plan | Hurtt Fabricating Corp | $4,023,250 | 2023 |
| Jl Realty Group Inc. Pension Transfer Trust Plan | J.L. Realty Group, Inc. | $377,354 | 2023 |
| Rck Solutions, Inc. 401(K) Plan | Rck Solutions, Inc. | $240,231 | 2023 |
| Cnc Bigfly Inc. Retirement Plan | Cnc Bigfly Inc. | $120,000 | 2023 |
| A.M. Harmon Enterprises Inc. Retirement Plan | A.M. Harmon Enterprises Inc. | $115,000 | 2023 |
| Jlcn Inc. 401(K) Plan | Jlcn Inc. | $47,831 | 2023 |
| Mypathtoself, Inc. 401(K) Profit Sharing Plan | Mypathtoself, Inc. | $47,532 | 2023 |
| Je Advisors, Inc. 401(K) Profit Sharing Plan | Je Advisors, Inc. | $45,265 | 2023 |
| Schnapp Enterprises, Inc. Retirement Plan | Schnapp Enterprises, Inc. | $23,378 | 2023 |
| Mccanns Piggyback Consolidation Inc Profit Sharing Plan | Mccanns Piggyback Consolidation Inc | $2,651 | 2023 |
| Eye Physicians Of Pinellas Employee Health Plan | The Eye Physicians Of Pinellas, P.A. | not reported in the loaded dataset | 2023 |
| Clarkson Eyecare Employee Flexible Benefits Plan | Eyecare Partners, LLC | not reported in the loaded dataset | 2023 |
| Clarkson Eyecare Employee Health & Welfare Benefits Plan | Eyecare Partners, LLC | not reported in the loaded dataset | 2023 |
| Anchor Packaging, LLC Insurance Plan | Anchor Packaging, LLC | not reported in the loaded dataset | 2023 |
| Anchor Packaging, LLC Flexible Spending Plan | Anchor Packaging, LLC | not reported in the loaded dataset | 2023 |
| Tauc Management, LLC Employee Benefits Plan | Tauc Management, LLC | not reported in the loaded dataset | 2023 |
| Western Anesthesiology Associates Welfare Benefit Plan | Western Anesthesiology Associates, Inc. | not reported in the loaded dataset | 2023 |
| Elco Chevrolet Health And Welfare Plan | Elco Chevrolet Inc. | not reported in the loaded dataset | 2023 |
| Total Access Urgent Care Health Plans | Total Access Urgent Care P.C. | not reported in the loaded dataset | 2023 |
Largest plans in Ballwin → · Ballwin plans by participants → · Ballwin plans with financial data → · Ballwin plans with provider compensation → · $1B+ plans in Ballwin →
Related Form 5500 pages
- All MO Form 5500 filings
- Ufcw Union Local No. 655, Food Employer'S Joint Pe (plan 001)
- Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan — all reported plans
- Eyecare Partners 401(K) Plan (plan 001)
- Clarkson Eyecare, Inc. — all reported plans
- South County Anesthesia Associates, Ltd 401(K) Plan And Trust (plan 002)
- South County Anesthesia Assoc., Ltd. — all reported plans
- Anchor Packaging Employees' 401k Retirement Plan (plan 002)
- Anchor Packaging, LLC — all reported plans
- United Food And Commercial Workers Union Local No. (plan 501)
- United Food And Commercial Workers Union — all reported plans
- Ecc Retirement Savings Plan (plan 001)
- Msh Chevrolet Cadillac, Inc. — all reported plans
- Hurtt Fabricating Corp Employee Stock Ownership Plan (plan 001)
- Hurtt Fabricating Corp — all reported plans
- Jl Realty Group Inc. Pension Transfer Trust Plan (plan 001)
- J.L. Realty Group, Inc. — all reported plans
- Rck Solutions, Inc. 401(K) Plan (plan 001)
- Rck Solutions, Inc. — all reported plans
- Cnc Bigfly Inc. Retirement Plan (plan 001)
- Cnc Bigfly Inc. — all reported plans
- A.M. Harmon Enterprises Inc. Retirement Plan (plan 001)
- A.M. Harmon Enterprises Inc. — all reported plans
- Jlcn Inc. 401(K) Plan (plan 001)
- Jlcn Inc. — all reported plans
- Mypathtoself, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mypathtoself, Inc. — all reported plans
- Je Advisors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Je Advisors, Inc. — all reported plans
- Schnapp Enterprises, Inc. Retirement Plan (plan 001)
- Schnapp Enterprises, Inc. — all reported plans
- Methodology
- Data sources