401(k) · DOL Form 5500 · 2022
H&r Block Management, LLC 401(k) Plan
Data updated 2026-08-25
- $816M
- Total assets Above avg plan size
- 12,761
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $63,954
- Avg per participant Low balance/head
Official DOL plan name: H & R Block Retirement Savings Plan · Sponsored by H&r Block Management, LLC · Missouri · Professional & Technical Services
$816M in assets, 12,761 participants
H&r Block Management, LLC's H & R Block Retirement Savings Plan reported $816M in total assets and 12,761 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #21,374 in Professional & Technical Services (21,562 peers)
Coverage in Missouri
H & R Block Retirement Savings Plan covers 12,761 participants in Missouri, 17x the typical Missouri plan (state average ~737 per filing). Assets: $816M.
- #21,374
- in Professional & Technical Services (21,562 peers)
- -16.8%
- assets change YoY
- 8.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $165M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
H & R Block Retirement Savings Plan's outsized position by total assets
H & R Block Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$816,115,677 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
H & R Block Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H & R Block Retirement Savings Plan is a mega filing (12,761 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 431632589 · H&r Block Management, LLC PY 2022 · 401(k)
H & R Block Retirement Savings Plan · $816M · 12,761 · 99th
- TYPE $816M
- NET 12,761
- BOOK 99th
- VS-ST 401(k)
- BOY near Tegna 401(k) Savings Plan
- SCH ind #21374
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Missouri →
H & R Block Retirement Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $981M |
|---|---|
| Net Assets (End of Year) | $816M |
| Net Income | -$165M |
| Employer EIN | 431632589 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H&r Block Management, LLC)
Sponsor-wide plan assets over time
All H&r Block Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 29.36127202957774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,761 | $816M |
| 2023 | 1 | 12,879 | $935M |
| 2024 | 1 | 12,962 | $1.1B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Scale composition for H & R Block Retirement Savings Plan
H & R Block Retirement Savings Plan reports $816M in end-of-year assets across 12,761 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $63,954 per participant (46% of the national average assets-per-participant) . Net income for plan year 2022 was -$165M.
This plan identity (EIN 431632589, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $816M to $1.1B (+29.4%) while covered participants moved from 12,761 to 12,962 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,761 | $816M | This page |
| 2023 | 12,879 | $935M | Open filing |
| 2024 · index core | 12,962 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- H & R Block Retirement Savings Plan (401(k), $1.1B, 12,962 participants)
H & R Block Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Tegna 401(k) Savings Plan in VA ($815M); by covered participants it is Student Transportation of America, Inc. 401(k) Savings Plan in NJ (12,789 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($816M here).
Similar participant headcount
Nearest other-state filings by covered participants (12,761 participants); asset peers above are excluded.
- Student Transportation of America, Inc. 401(k) Savings Plan (NJ) 12,789 · 28 off
- Gordon Food Service, Inc. Profit Sharing Plan (MI) 12,710 · 51 off
- Siemens Medical Solutions USA, Inc. Savings Plan (PA) 12,813 · 52 off
- Dover Corporation Retirement Savings Plan (IL) 12,697 · 64 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.