401(k) · DOL Form 5500 · 2022
Evergy, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 4,895
- Participants
- 99th
- Percentile by assets
- $255,531
- Avg per participant
Official DOL plan name: Evergy, Inc. 401(k) Savings Plan · Sponsored by Evergy, Inc. · Missouri · Utilities
$1.3B in assets, 4,895 participants
Evergy, Inc.'s Evergy, Inc. 401(k) Savings Plan reported $1.3B in total assets and 4,895 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)
- #673 in Utilities (738 peers)
Coverage in Missouri
Evergy, Inc. 401(k) Savings Plan covers 4,895 participants in Missouri, 6.6x the typical Missouri plan (state average ~737 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2022 EOY)
- 4,895
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $255,531
- avg assets per participant
The plan reported a net loss of $292M 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. Evergy, Inc. 401(k) Savings Plan reports 4,895 participants - 6.6x that state average ($1.3B EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$292M |
| Employer EIN | 822733395 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergy, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 9,083 | $2.5B |
| 2023 | 3 | 8,318 | $2.7B |
| 2024 | 3 | 8,586 | $3.0B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Evergy, Inc. 401(k) 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Evergy, Inc. 401(k) Savings Plan by total assets, not by location.
- Tesla, Inc. 401(k) Plan (CA) $1.3B · 57,377
- Encompass Health Corporation Retirement Investment Plan (AL) $1.2B · 26,602
- Henry Schein, Inc. 401(k) Savings Plan (NY) $1.2B · 8,252
- Grant Thornton LLP 401(k) Savings Plan (IL) $1.3B · 7,772
Frequently Asked Questions
How did Evergy, Inc. 401(k) Savings Plan assets move in 2022? ▼
How have Evergy, Inc. plan assets changed over time? ▼
Where does Evergy, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Evergy, Inc. 401(k) Savings Plan? ▼
Next read for Evergy, Inc. 401(k) Savings Plan
Filing takeaways
Ways to act on Evergy, Inc. 401(k) Savings Plan's numbers.
- By total assets, Evergy, Inc. 401(k) 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
- Evergy, Inc.'s sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Utilities plans