Missouri › Manufacturing › 100 to 249 participants
Form 5500 statement · plan year 1 Dec 2024 to 30 Nov 2025
Mission Plastics North Division of Peterson Manufacturing Company Profit Sharing Plan and Trust
Sponsored by Peterson Manufacturing Company, Grandview, MO
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 30 Nov 2025, Mission Plastics North Division of Peterson Manufacturing Company Profit Sharing Plan and Trust covered 156 participants and held $15.1M in net assets. The plan is a profit-sharing plan sponsored by Peterson Manufacturing Company of Grandview, Missouri.
Net assets came to $96,967 per participant, well above the $60,207 median for defined contribution plans with 100 to 249 participants and well above the $62,283 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $310K during the year, or $2,201 per active participant against a same-size median of $2,447; participants contributed $48K. Benefits paid out totalled $344K.
Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $75K: $484 per participant, well above the same-size median of $194. Administrative expenses charged to the plan were $75K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $5.9M in 2009 to $15.1M in 2024 (up 157%), and participants from 171 to 156 (down 9%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $96,967 | $60,207 | $62,283 | $53,089 |
| Employer contributions per active participant | $2,201 | $2,447 | $2,187 | $2,174 |
| Schedule C compensation per participant | $484 | $194 | $136 | $123 |
| Schedule C compensation, share of net assets | 0.50% | 0.32% | 0.24% | 0.26% |
| Administrative expenses per participant | $484 | $176 | $131 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (22,054 plans), manufacturing (11,411) and all US plans (63,607). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 156 | $15.1M | $96,968 | $310K | $48K | $75K |
| 2023 | 143 | $13.7M | $95,790 | $477K | $52K | $79K |
| 2022 | 133 | $12.4M | $93,098 | $709K | $49K | $71K |
| 2021 | 142 | $12.4M | $87,254 | $805K | $53K | $68K |
| 2020 | 144 | $14.0M | $97,528 | $1.1M | $49K | $74K |
| 2019 | 153 | $12.8M | $83,974 | $0 | $54K | $69K |
| 2018 | 156 | $12.0M | $76,776 | $905K | $76K | $61K |
| 2017 | 153 | $10.4M | $68,020 | $650K | $81K | $57K |
| 2016 | 119 | $10.0M | $83,899 | $479K | $84K | $54K |
| 2015 | 159 | $9.0M | $56,774 | $474K | $83K | $49K |
| 2014 | 178 | $8.5M | $47,708 | $472K | $62K | $47K |
| 2013 | 158 | $7.9M | $50,095 | $504K | $46K | $38K |
| 2012 | 175 | $7.5M | $42,897 | $323K | $31K | $31K |
| 2011 | 177 | $6.8M | $38,169 | $370K | $61K | $21K |
| 2010 | 175 | $6.0M | $34,069 | $176K | $26K | $20K |
| 2009 | 171 | $5.9M | $34,468 | $178K | $37K | $19K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$13,697,669
- Employer contributions$310,284
- Participant contributions$47,818
- Rollovers and other contributions—
- Total contributions$358,102
- Total income, including investment results$1,848,284
- Benefits paid$343,578
- Administrative expenses$75,452
- Total expenses$419,030
- Net income$1,429,254
- Net transfers$0
- Net assets, end of year$15,126,923
Participants
- Active participants141
- Retired or separated, receiving benefits1
- Retired or separated, entitled to future benefits14
- Participants with account balances156
- Total participants, end of year156
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| UMB Bank NA | Investment advisory (plan) | $38,400 | $0 |
| Oneamerica Retirement Services, LLC | Recordkeeping and information management | $37,052 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$38,400
- Contract administrator fees$37,052
- Total administrative expenses$75,452
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Master trust investment accounts$14.8M · 98.0%
- Receivables$310K · 2.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmCBIZ CPAS P.C.
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $500,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan3DPre-approved pension plan3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 326100: Plastics Product Mfg.
Other plans of Peterson Manufacturing Company
| Plan | Participants | Net assets |
|---|---|---|
| Peterson Manufacturing Company and Affiliates 401(k) Plan | 760 | $6.8M |
| Peterson Manufacturing Company Profit Sharing Plan | 361 | $33.4M |
Similar plans in Missouri
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Buddeez, Inc. Retirement Plan | Buddeez, Inc. | 158 | $2.8M | $18,023 |
| Sierra Bullets LLC 401(k) Profit Sharing Plan | Sierra Bullets LLC | 156 | $13.4M | $86,135 |
| Stereotaxis, Inc. Employees Savings Trust | Stereotaxis, Inc. | 158 | $16.8M | $106,607 |
| Melton Machine & Control Company Employee Stock Ownership Plan | Melton Machine & Control Company | 155 | $30.8M | $198,869 |
| Newco Employee Savings and Profit Sharing Plan | Newco Enterprises, Inc. | 158 | $6.3M | $39,579 |
| Brookfield Fabricating Corporation Profit Sharing Plan and Trust | Brookfield Fabricating Corporation | 155 | $12.2M | $78,995 |
Defined contribution plans in manufacturing closest in size.
Questions and answers
How big is Mission Plastics North Division of Peterson Manufacturing Company Profit Sharing Plan and Trust?
156 participants at the end of the plan year ending 30 Nov 2025, of whom 141 were active employees, with net assets of $15,126,923. Among defined contribution plans that places it in the 100 to 249 participants band, which held 22,054 plans in plan year 2024.
What does Peterson Manufacturing Company contribute per participant?
The filing reports $310,284 in employer contributions for the year, which is $2,201 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $75,452 in compensation to service provider organisations, $484 per participant or 0.50% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $75,452. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Peterson Manufacturing Company. Recordkeeping or administration: Oneamerica Retirement Services, LLC. Investment advisory or management: UMB Bank NA. The financial statements were audited by CBIZ CPAS P.C.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Dec 2024 to 30 Nov 2025, received by the Department of Labor on 14 Sep 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Sep 2026. This page shows the latest filing on record for EIN 44-0607507, plan 003, received 14 Sep 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.