· 2022–2024 · DOL EFAST2

Bates Utility Company, Inc. — Bates Utility Company, Form 5500 (2025)

Original filing (PDF)20260511085542NAL0011630210001

Bates Utility Company, Inc.

Form 5500-SF

FILING_RECEIVED

Bates Utility Company 401(k) Retirement Savings Plan

401(k) retirement plan · Bates Utility Company, Inc.'s Bates Utility Company 401(k) Retirement Savings Plan held $4.8M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATES UTILITY COMPANY, INC..

Plan sponsor

Name

BATES UTILITY COMPANY, INC.

EIN

43-1137878all filings

Address

841 WESTWOOD INDUSTRIAL PARK DRIVE · WELDON SPRING, MO · 63304

Phone

(636) 939-5628

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-05-01

Tax period

2026-04-30

Filed

2026-05-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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