401(k) · DOL Form 5500 · 2022
Stifel Financial Corp 401(k) Plan
Data updated 2026-08-11
- $1.7B
- Total assets
- 8,005
- Participants
- 99th
- Percentile by assets
- $211,372
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.7B
- total plan assets (2022 EOY)
- 8,005
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $211,372
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Stifel Financial Profit Sharing 401(k) Plan reports 8,005 participants - 11x that state average ($1.7B EOY assets).
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)
| 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.
Stifel Financial Profit Sharing 401(k) 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 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Stifel Financial Profit Sharing 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Stifel Financial Profit Sharing 401(k) Plan assets move in 2022? ▼
How have Stifel Financial Corp plan assets changed over time? ▼
Where does Stifel Financial Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Stifel Financial Profit Sharing 401(k) Plan? ▼
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Filing takeaways
Ways to act on Stifel Financial Profit Sharing 401(k) Plan's numbers.
- By total assets, Stifel Financial Profit Sharing 401(k) 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
- Stifel Financial Corp's sponsor-wide assets have grown 37.1% since 2022 across 3 plan years on file. More Finance & Insurance plans