401(k) · DOL Form 5500 · 2022
Stifel Financial Corp 401(k) Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 8,005
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $211,372
- Avg per participant Above avg balance/head
Official DOL plan name: Stifel Financial Profit Sharing 401(k) Plan · Sponsored by Stifel Financial Corp · Missouri · Finance & Insurance
$1.7B in assets, 8,005 participants
Stifel Financial Corp's Stifel Financial Profit Sharing 401(k) Plan reported $1.7B in total assets and 8,005 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.
- #9,130 in Finance & Insurance (9,261 peers)
Coverage in Missouri
Stifel Financial Profit Sharing 401(k) Plan covers 8,005 participants in Missouri, 11x the typical Missouri plan (state average ~737 per filing). Assets: $1.7B.
- #9,130
- in Finance & Insurance (9,261 peers)
- -11.3%
- assets change YoY
- 17×
- vs typical plan assets (national mean)
The plan reported a net loss of $289M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stifel Financial Profit Sharing 401(k) Plan's outsized position by total assets
Stifel Financial Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,692,036,588 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
Stifel Financial Profit Sharing 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stifel Financial Profit Sharing 401(k) Plan lands in the large band (8,005 participants).
Plan-year Form 5500 strip
Filing strip 431273600 · Stifel Financial Corp PY 2022 · 401(k)
Stifel Financial Profit Sharing 401(k) Plan · $1.7B · 8,005 · 99th
- EOY $1.7B
- EOY 8,005
- EOY 99th
- EOY 401(k)
- EOY near Wec Energy Group Employee Retirement Savings Plan
- EOY ind #9130
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 Finance & Insurance retirement plans → · Plans in Missouri →
Stifel Financial Profit Sharing 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$289M |
| Employer EIN | 431273600 |
| Plan Effective Date | 1954-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stifel Financial Corp)
Sponsor-wide plan assets over time
All Stifel Financial Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 37.11051595770812% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,005 | $1.7B |
| 2023 | 1 | 8,353 | $2.0B |
| 2024 | 1 | 8,189 | $2.3B |
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 Stifel Financial Profit Sharing 401(k) Plan
Stifel Financial Profit Sharing 401(k) Plan reports $1.7B in end-of-year assets across 8,005 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $211,372 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was -$289M.
This plan identity (EIN 431273600, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.3B (+37.1%) while covered participants moved from 8,005 to 8,189 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,005 | $1.7B | This page |
| 2023 | 8,353 | $2.0B | Open filing |
| 2024 · index core | 8,189 | $2.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Stifel Financial Profit Sharing 401(k) Plan (401(k), $2.3B, 8,189 participants)
Stifel Financial Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Wec Energy Group Employee Retirement Savings Plan in WI ($1.7B); by covered participants it is Meritage Hospitality Group 401(k) in MI (8,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Wec Energy Group Employee Retirement Savings Plan (WI) $1.7B · 3,444
- Lockheed Martin Corporation Hourly Employee Savings Plan Plus (MD) $1.7B · 15,941
- Regeneron Pharmaceuticals, Inc. 401(k) Savings Plan (NY) $1.7B · 8,564
- Air Liquide & Airgas 401(k) Plan (TX) $1.7B · 16,614
Similar participant headcount
Nearest other-state filings by covered participants (8,005 participants); asset peers above are excluded.
- Meritage Hospitality Group 401(k) (MI) 8,004 · 1 off
- Red Hat, Inc. 401(k) and Profit Sharing Plan (NC) 7,995 · 10 off
- Venetian Las Vegas Gaming, LLC 401(k) Plan (NV) 8,022 · 17 off
- American Eagle Outfitters, Inc. Profit Sharing and 401(k) Plan (PA) 8,028 · 23 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.