Plan5500

Onion River Co-Op 401(K) Plan — Form 5500 plan (Onion River Cooperative Dba City Market)

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, Onion River Co-Op 401(K) Plan is a benefit plan reported by Onion River Cooperative Dba City Market under EIN 03-0232267 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $9,706,097 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.7MPlan net assets, end of year$9,706,097
Participants328Covered participants reported
Assets / participant$29.6KComputed: assets ÷ participants$29,592 (computed)
Provider compensation$60.6K2 Schedule C provider row(s)$60,614
Plan sponsor
Onion River Cooperative Dba City Market
EIN
03-0232267
Plan number
001
Plan type
2
Location
Burlington, VT
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
    328 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$580.9K
Benefits paid / distributions$520.3K
Contributions
Employer$338.6K
Participant$487.8K
Full reported line items

Net assets

Total assets (EOY)
$9,706,097
Total liabilities (EOY)
$0
Net assets (EOY)
$9,706,097
Net assets (BOY)
$7,964,012

Income & contributions

Employer contributions
$338,625
Participant contributions
$487,801
Total contributions
$861,299
Total income / additions
$2,322,986

Expenses & distributions

Benefits paid
$520,287
Administrative expenses
$60,614
Total expenses
$580,901
Net increase / (decrease)
$1,742,085
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.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%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
    Principal Life Insurance Company$37.6K
    CONTRACT ADMINISTRATOR · Direct $37.6K · Indirect $0
  2. 2
    Pensionmark Financial Group, LLC$23K
    INVESTMENT ADVISORY · Direct $23K

Related Form 5500 pages