401(k) · DOL Form 5500 · 2022
H&r Block Management, LLC 401(k) Plan
Data updated 2026-08-11
- $816M
- Total assets
- 12,761
- Participants
- 99th
- Percentile by assets
- $63,954
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $816M
- total plan assets (2022 EOY)
- 12,761
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $63,954
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. H & R Block Retirement Savings Plan reports 12,761 participants - 17x that state average ($816M EOY assets).
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)
| 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.
H & R Block Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to H & R Block Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did H & R Block Retirement Savings Plan assets move in 2022? ▼
How have H&r Block Management, LLC plan assets changed over time? ▼
Where does H & R Block Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to H & R Block Retirement Savings Plan? ▼
Next read for H & R Block Retirement Savings Plan
Filing takeaways
Ways to act on H & R Block Retirement Savings Plan's numbers.
- By total assets, H & R Block Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- H&r Block Management, LLC's sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans