Department of Labor filing

MOUNT OLIVET CEMETERY ASSOCIATION

MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Jan 30, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

73filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,303

Reported employer contributions per active participant.

Higher than about 71% of comparable plans

#People in the filing

133

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$36 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 78% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202473out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions71st percentileTypical peer $1,290 · based on 359 comparable plans

Lower reported administrative expense78th percentileTypical peer $127 · based on 384 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, MOUNT OLIVET CEMETERY ASSOCIATION reported $306,358 in employer contributions across the plan and 133 active participants. That works out to $2,303 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy79%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 11.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 58.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context73/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $306,358
Participant contributions: $709,949
Other contributions: $36,867
Employer share of reported contributions: 30.1%
Beginning assets: $12,724,660
Ending assets: $14,234,917
Ending net assets: $14,234,917
Ending liabilities: $0
Total income: $2,461,988
Total expenses: $951,731
Administrative expenses: $6,710
Participant loans: $337,858

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,066

2023

$2,240

2024

$2,303

Plan-paid administrative expenses per participant

2022

$23

2023

$26

2024

$36

Active participants

2022

130

2023

129

2024

133

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,303	133	14.2M	20260130150643NAL0006954721001
2023	$2,240	129	12.7M	20250414161821NAL0000907987001
2022	$2,066	130	12M	20240208122915NAL0038281393001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 750853369-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1997
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
STANCORP FINANCIAL GROUP	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260130150643NAL0006954721001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗