Plan5500

MO Form 5500 retirement and benefit plan filings

State Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, MO has 4,021 loaded benefit plan(s) reported by 2,594 plan sponsor(s), with $282,766,999,421 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4,021
Plan sponsors
2,594
Latest filing year
2023

What stands out in MO

  • 4,021 loaded plans hold $282.8B in reported assets across 2,594 sponsors.
  • The largest, Edward D. Jones & Co. Profit Sharing And 401(K) Plan, holds 4% of reported MO plan assets.
  • Plans cover 5,845,894 participants — about 1,454 per plan.
  • 65% of loaded plans report full Schedule H/I financial statements.
  • 42% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$276.4BSummed across loaded plans$276,377,732,800
Total reported assets$282.8B$282,766,999,421
Total reported participants5.8M5,845,894
Total reported liabilities$6.5B$6,450,922,057

Reported net position

Reported assets = net assets + liabilities (summed)$282.8B total assets
Net assets$276.4BLiabilities$6.5B
Contributions & income
Employer contributions$8.7B
Participant contributions$7B
Total income / additions$56.2B
Expenses & distributions
Benefits paid / distributions$21.5B
Total expenses$22.8B
Net increase / (decrease)$33.4B

Data coverage

Plans with financial statements2,600 / 4,021 (65%)
Plans with provider compensation1,703 / 4,021 (42%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for MO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Cities by loaded plan count

Computed from loaded plans

MO market comparison

Largest plan share of assets4%Edward D. Jones & Co. Profit Sharing And 401(K) Plan
Participants per plan1,454Average across loaded plans
Plan sponsors2,594
Ranked by reported assets

Largest loaded MO plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Edward D. Jones & Co. Profit Sharing And 401(K) Plan$10.6B
    Edward D. Jones & Co., L.P. · St. Louis · 2023
  2. 2
    Bayer Corporation Savings And Retirement Plan$10.3B
    Bayer Corporation · St Louis · 2023
  3. 3
    Ascension Healthcare Master Pension Trust$8.1B
    Ascension Health Dba Ascension Healthcare · St. Louis · 2023
  4. 4
    Boilermaker-Blacksmith National Pension Trust$7.8B
    Board Of Trustees Boilermaker-Blacksmith National · Kansas City · 2023
  5. 5
    Washington University Retirement Savings Plan$6.7B
    Washington University In St. Louis · St. Louis · 2023
  6. 6
    Emerson Electric Co. Defined Contribution Plans Master Trust$6.1B
    Emerson Electric Company · Clayton · 2023
  7. 7
    Enterprise Holdings Retirement Savings Plan$5.6B
    The Crawford Group, Inc. · Saint Louis · 2023
  8. 8
    Bayer Corporation Master Trust$5B
    Bayer Corporation · St Louis · 2023
  9. 9
    Ameren Retirement Plan$4.7B
    Ameren Corporation · St. Louis · 2023
  10. 10
    Burns & Mcdonnell, Inc. Employee Stock Ownership Plan$4.7B
    Burns & Mcdonnell, Inc · Kansas City · 2023
  11. 11
    Centene Management Corporation Retirement Plan$4B
    Centene Corporation · St. Louis · 2023
  12. 12
    Rhumbline S&P Index Pooled Trust$4B
    Rhumbline Advisers Corp. · Kansas City · 2023
  13. 13
    Emerson Electric Co Retirement Master Trust$3.8B
    Emerson Electric Company · Saint Louis · 2023
  14. 14
    Emerson Electric Company Employee Savings Investment Plan$3.6B
    Emerson Electric Company · Clayton · 2023
  15. 15
    Co-Op Retirement Plan$3.5B
    United Benefits Group · Kansas City · 2023

Largest MO plans → · MO plans by participants → · MO plans with financial data → · MO plans with provider compensation → · $1B+ MO plans →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for MO?
4,021 plan(s) reported by 2,594 sponsor(s) are loaded for MO.

Related Form 5500 pages