Plan Ledger DOL Form 5500 · updated monthly

City Union Mission Inc.403(b)

CITY UNION MISSION INC. EMPLOYEES RETIREMENT PLAN · KANSAS CITY, MO · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

City Union Mission Inc. reported $1,656 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $744 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 rose from 0.02% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,121st of 1,393), and 8,366th of 11,911 in health care & social assistance. In 2025, employees put in $2.84 for every $1.00 the employer contributed; active participation has shrunk from 180 to 151 since 2022.

Plan summary
Net assets, end of year$4,262,656
Participants with balances187
Active participants151
Employer contributions$112,417
Employee contributions$318,840
Employer contribution per active participant$744
Average account balance$22,795
Benefits paid to participants$559,380
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$4.3M · 187 accts · $112K emplr
2024$3.9M · 201 accts · $112K emplr
2023$3.7M · 214 accts · $107K emplr
2022$3.1M · 206 accts · $80K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,656
Total administrative$1,656
Employer contributions to the City Union Mission Inc. plan · 2025
Employer contribution per active participant$744
Median for plans this size$1,464
2025$744 per active participant
2024$744 per active participant
2023$601 per active participant
2022$442 per active participant

City Union Mission Inc.'s 2025 employer contribution ran below the $1,464 median for plans its size, in the bottom quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history4
2025$1,656 · 0.04%
2024$1,553 · 0.04%
2023$1,443 · 0.04%
2022$886 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Ozark Action, Inc. MO$4.5M · 0.21%
Semo Health Network, Inc. MO$4.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 446005481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.