Plan Ledger DOL Form 5500 · updated monthly

C.B. Management Co., Inc.401(k)

C.B. MANAGEMENT CO., INC. PROFIT SHARING PLAN · SPRINGFIELD, MO · plan year 2022

Reported admin expense ratio · 2022
0.17%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

C.B. Management Co., Inc. reported $41,938 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,322 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.17% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other management of companies employers. By assets it is the 549th-largest of 1,393 plans among Missouri employers on file, and 417th of 786 in management of companies. In 2022, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,733,083
Participants with balances139
Active participants111
Employer contributions$368,732
Employee contributions$767,731
Employer contribution per active participant$3,322
Average account balance$163,547
Benefits paid to participants$1,621,599
Plan auditUnmodified (clean) audit opinion
AuditorKPM CPAS, PC
Plan history4
Yearassets · accounts · employer contribution
2025$22.6M · 162 accts · $438K emplr
2024$20.1M · 148 accts · $401K emplr
2023$19.7M · 141 accts · $369K emplr
2022$22.7M · 139 accts · $369K emplr
The C.B. Management Co., Inc. 401(k) match · 2022
Employer contribution per active participant$3,322
Median for plans this size$2,266
2025$2,918 per active participant
2024$2,826 per active participant
2023$3,050 per active participant
2022$3,322 per active participant

C.B. Management Co., Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year3
2025Bank of America / Merrill
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$2,035 · 0.01%
2024$1,543 · 0.01%
2023$36,613 · 0.17%
2022$41,938 · 0.17%
Same employer
Similar plansManagement of Companies · Missouri
McBride & Son Services Co. MO$34.1M · 0.20%
Oakstar Bank MO$29.0M · 0.40%
Cnh Reman, LLC MO$20.9M · 0.11%
Ftl Capital, LLC MO$9.2M · 0.04%
Focus Bank MO$7.5M

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Source: U.S. Department of Labor, Form 5500 series, EIN 431139874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.