Berkeley, 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, Berkeley, MO has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,075,500 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1
- Plan sponsors
- 1
- Latest filing year
- 2023
What stands out in Berkeley
- 1 loaded plans hold $7.1M in reported assets across 1 sponsors.
- The largest, United Cerebral Palsy Heartland Employee Retirement Plan, holds 100% of reported Berkeley plan assets.
- Plans cover 419 participants — about 419 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- 100% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berkeley, 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.
Berkeley market comparison
Largest loaded plans in Berkeley
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in Berkeley → · Berkeley plans by participants → · Berkeley plans with financial data → · Berkeley plans with provider compensation → · $1B+ plans in Berkeley →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Berkeley, MO?
- 1 plan(s) reported by 1 sponsor(s) are loaded for Berkeley, MO.