Liberty, 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, Liberty, MO has 27 loaded benefit plan(s) reported by 21 plan sponsor(s), with $463,296,156 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)
- $463,296,156
- Total reported liabilities (EOY)
- $131,974,393
- Total reported net assets (EOY)
- $331,321,763
Contributions & income
- Employer contributions
- $30,220,571
- Participant contributions
- $22,050,744
- Total income / additions
- $116,710,884
Expenses & distributions
- Benefits paid / distributions
- $39,255,769
- Total expenses
- $48,417,349
- Net increase / (decrease)
- $68,293,535
Coverage
- Total reported participants
- 24,913
- Plans with financial statements
- 20
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Liberty, 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 |
|---|---|---|---|
| Ferrell Companies, Inc. 401(K) Investment Plan | Ferrell Companies,Inc | $232,615,783 | 2023 |
| Ferrell Companies, Inc. Employee Stock Ownership Plan | Ferrell Companies, Inc. | $74,706,918 | 2023 |
| William Jewell College 403(B) Plan | William Jewell College | $49,732,051 | 2023 |
| New Liberty Hospital Corporation Retirement Income Plan | New Liberty Hospital Corporation | $34,285,109 | 2023 |
| Continental Disc Corporation LLC 401(K) Plan | Continental Disc Corporation LLC | $30,196,359 | 2023 |
| Central Power Systems & Services, Inc. 401(K) Profit Sharing Plan & Trust | Central Power Systems & Services, Inc. | $19,077,053 | 2023 |
| Douglas Products & Packaging Co., LLC 401(K) Plan | Douglas Products & Packaging Co. | $5,810,568 | 2023 |
| Mcclelland Law Firm, A Professional Corporation 401(K) Profit Sharing Plan And Trust | Mcclelland Law Firm, A Professional Corporation | $4,541,669 | 2023 |
| Clay County Savings Bank Employees' Savings & Profit Sharing Plan And Trust | Clay County Savings Bank | $4,073,345 | 2023 |
| Climate Control Heating And Cooling, Inc. 401(K) Profit Sharing Plan And Trust | Climate Control Heating And Cooling, Inc. | $2,334,649 | 2023 |
| Tcp Insurance Retirement Plan | Tcp Insurance, Inc. | $1,543,335 | 2023 |
| Castlewood Holdings, Inc. 401(K) Profit Sharing Plan | Castlewood Holdings, Inc. | $1,186,584 | 2023 |
| Mfld Inc. Retirement Plan | Mfld Inc. | $695,568 | 2023 |
| Rockwood Construction, Inc. Retirement Plan | Rockwood Construction, Inc. | $575,080 | 2023 |
| Clay County Savings Bank Employee Stock Ownership Plan | Clay County Savings Bank | $531,941 | 2023 |
| Xogos Gaming, Inc. Pension Transfer Trust Plan | Xogos Gaming, Inc. | $453,310 | 2023 |
| Holst Enterprises, Inc. Retirement Plan | Holst Enterprises, Inc. | $430,128 | 2023 |
| Kir-Ven Kamp Ventures, Inc. 401(K) Plan | Kir-Ven Kamp Ventures, Inc. | $224,703 | 2023 |
| Wisdom Learning Corp. 401(K) Plan | Wisdom Learning Corp. | $149,570 | 2023 |
| Lawnv Corp. 401(K) Plan | Lawnv Corp. | $132,433 | 2023 |
| William Jewell College Employee Health And Welfare Benefit Plan | William Jewell College | not reported in the loaded dataset | 2023 |
| Continental Disc Corporation Health & Welfare Plan | Continental Disc Corporation LLC | not reported in the loaded dataset | 2023 |
| New Liberty Hospital District Employee Welfare Benefits Plan | New Liberty Hospital District | not reported in the loaded dataset | 2023 |
| Ferrell Companies, Inc. Employee Welfare Benefits Plan | Ferrell Companies, Inc | not reported in the loaded dataset | 2023 |
| Central Power Systems & Services LLC Group Health Plan | Central Power Systems & Services, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Liberty → · Liberty plans by participants → · Liberty plans with financial data → · Liberty plans with provider compensation → · $1B+ plans in Liberty →
Related Form 5500 pages
- All MO Form 5500 filings
- Ferrell Companies, Inc. 401(K) Investment Plan (plan 001)
- Ferrell Companies,Inc — all reported plans
- Ferrell Companies, Inc. Employee Stock Ownership Plan (plan 003)
- William Jewell College 403(B) Plan (plan 001)
- William Jewell College — all reported plans
- New Liberty Hospital Corporation Retirement Income Plan (plan 001)
- New Liberty Hospital Corporation — all reported plans
- Continental Disc Corporation LLC 401(K) Plan (plan 002)
- Continental Disc Corporation LLC — all reported plans
- Central Power Systems & Services, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Central Power Systems & Services, Inc. — all reported plans
- Douglas Products & Packaging Co., LLC 401(K) Plan (plan 001)
- Douglas Products & Packaging Co. — all reported plans
- Mcclelland Law Firm, A Professional Corporation 401(K) Profit Sharing Plan And Trust (plan 001)
- Mcclelland Law Firm, A Professional Corporation — all reported plans
- Clay County Savings Bank Employees' Savings & Profit Sharing Plan And Trust (plan 002)
- Clay County Savings Bank — all reported plans
- Climate Control Heating And Cooling, Inc. 401(K) Profit Sharing Plan And Trust (plan 002)
- Climate Control Heating And Cooling, Inc. — all reported plans
- Tcp Insurance Retirement Plan (plan 001)
- Tcp Insurance, Inc. — all reported plans
- Castlewood Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Castlewood Holdings, Inc. — all reported plans
- Mfld Inc. Retirement Plan (plan 001)
- Mfld Inc. — all reported plans
- Rockwood Construction, Inc. Retirement Plan (plan 001)
- Rockwood Construction, Inc. — all reported plans
- Clay County Savings Bank Employee Stock Ownership Plan (plan 003)
- Methodology
- Data sources