401(k) · DOL Form 5500 · 2022

Creative Planning LLC 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
1,121
Participants Near avg headcount
93rd
Percentile by assets National rank
$92,827
Avg per participant Below avg balance/head
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Official DOL plan name: Creative Planning Companies Employer Retirement Contribution Plan · Sponsored by Creative Planning LLC · Kansas · Finance & Insurance

$104M in assets, 1,121 participants

Creative Planning LLC's Creative Planning Companies Employer Retirement Contribution Plan reported $104M in total assets and 1,121 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,217 in Finance & Insurance (9,261 peers)

Coverage in Kansas

Creative Planning Companies Employer Retirement Contribution Plan covers 1,121 participants in Kansas, 3.1x the typical Kansas plan (state average ~360 per filing). Assets: $104M.

#8,217
in Finance & Insurance (9,261 peers)
+5.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Creative Planning Companies Employer Retirement Contribution Plan's outsized position by total assets

Creative Planning Companies Employer Retirement Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$104,059,055 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Creative Planning Companies Employer Retirement Contribution 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. Creative Planning Companies Employer Retirement Contribution Plan lands in the large band (1,121 participants).

Plan-year Form 5500 strip

Filing strip 431270780 · Creative Planning LLC PY 2022 · 401(k)

Creative Planning Companies Employer Retirement Contribution Plan · $104M · 1,121 · 93rd

  • SCH $104M
  • SCH 1,121
  • SCH 93rd
  • SCH 401(k)
  • SCH near Huntsworth Group, Inc. USA 401(k) Plan
  • SCH ind #8217

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 Kansas →

Creative Planning Companies Employer Retirement Contribution Plan in the asset neighbourhood

Institutional Investor Savings & Investment PlanInstitutional Investor Savin…$104MCreative Planning Companies Employer Retirement Contribution PlanCreative Planning Companies …$104MHuntsworth Group, Inc. USA 401(k) PlanHuntsworth Group, Inc. USA 4…$104MOrthoalliance 401(k) Plan$104MOrthopedic Care Partners 401(k) and Profit Sharing PlanOrthopedic Care Partners 401…$104M
End-of-year total assets ($M) among Creative Planning Companies Employer Retirement Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$104M
Net Income$5M
Employer EIN431270780
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Planning LLC)

Sponsor-wide plan assets over time

All Creative Planning LLC plans reported in each filing year

Latest sponsor-wide plan assets
$270M 159.08394132543296% vs 2022
2024 filing year
$50M$100M$150M$200M$250M$300M 202220232024 $104M $270M ▲ +159.1%
Year Plans Participants Total Assets
2022 1 1,121 $104M
2023 1 1,416 $199M
2024 1 2,098 $270M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Creative Planning Companies Employer Retirement Contribution Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Creative Planning Companies Employer Retirement Contribution Plan, Total assets ($B): 0.104059055 · Participants: 1121Creative Planning Companies Employer Retirement Contribution PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Creative Planning Companies Employer Retirement Contribution Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Creative Planning Companies Employer Retirement Contribution Plan side-by-side with 3 peers →

Creative Planning Companies Employer Retirement Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Huntsworth Group, Inc. USA 401(k) Plan in PA ($104M); by covered participants it is Retirement Savings Plan of Newmont in CO (1,121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Creative Planning Companies Employer Retirement Contribution Plan assets move in 2022? ▼
Creative Planning Companies Employer Retirement Contribution Plan grew at a solid clip - up 5.4% during 2022, from $99M to $104M. Reported net income was $5M.
How have Creative Planning LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creative Planning LLC's sponsor-wide assets grew 159.1%, from $104M to $270M.
Where does Creative Planning Companies Employer Retirement Contribution Plan rank by assets among Form 5500 filers? ▼
Creative Planning Companies Employer Retirement Contribution Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Creative Planning Companies Employer Retirement Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huntsworth Group, Inc. USA 401(k) Plan in PA ($104M, 780 participants).
Which 401(k) plans cover a similar participant headcount to Creative Planning Companies Employer Retirement Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan of Newmont in CO (1,121 participants, $276M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431270780.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.