401(k) · DOL Form 5500 · 2022

Moneta Group LLC 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
421
Participants Below avg headcount
92nd
Percentile by assets National rank
$222,399
Avg per participant Above avg balance/head
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Official DOL plan name: Moneta Group Salary Savings Plan · Sponsored by Moneta Group LLC · Missouri · Finance & Insurance

$94M in assets, 421 participants

Moneta Group LLC's Moneta Group Salary Savings Plan reported $94M in total assets and 421 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,133 in Finance & Insurance (9,261 peers)

Where Moneta Group Salary Savings Plan sits by assets

Moneta Group Salary Savings Plan sits in the top 10% of all filed plans by assets, $94M for 421 participants (~$222,399/participant), down 11.3% in 2022.

#8,133
in Finance & Insurance (9,261 peers)
-11.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moneta Group Salary Savings Plan's outsized position by total assets

Moneta Group Salary Savings Plan vs every filed plan by assets

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

$93,629,897 Top 8% higher than 92% 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

Moneta Group Salary Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moneta Group Salary Savings Plan sits mid-pack in the medium band (421 participants).

EBSA filing schedule strip

Filing strip 201903821 · Moneta Group LLC PY 2022 · 401(k)

Moneta Group Salary Savings Plan · $94M · 421 · 92nd

  • NET $94M
  • NET 421
  • NET 92nd
  • NET 401(k)
  • NET near Man Investments USA Holdings Inc. Savings and Investment Plan
  • NET ind #8133

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 →

Moneta Group Salary Savings Plan in the asset neighbourhood

Skogen's Foodliner and Associates Retirement Savings PlanSkogen's Foodliner and Assoc…$94MMoneta Group Salary Savings PlanMoneta Group Salary Savings …$94MMan Investments USA Holdings Inc. Savings and Investment PlanMan Investments USA Holdings…$94MInternational Wire Retirement Savings PlanInternational Wire Retiremen…$94MGlobal Wafers US 401(k) Plan$94M
End-of-year total assets ($M) among Moneta Group Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$94M
Net Income-$12M
Employer EIN201903821
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moneta Group LLC)

Sponsor-wide plan assets over time

All Moneta Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$144M 53.82594621459425% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $93.6M $144M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 421 $94M
2023 1 454 $122M
2024 1 491 $144M

Nearby 401(k) Plans in Missouri

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

Moneta Group Salary Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Moneta Group Salary Savings Plan, Total assets ($B): 0.093629897 · Participants: 421Moneta Group Salary Savings PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Moneta Group Salary Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Moneta Group Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Man Investments USA Holdings Inc. Savings and Investment Plan in NY ($94M); by covered participants it is All Metals Processing Holdings, LLC 401(k) Plan in CA (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (421 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 Moneta Group Salary Savings Plan assets move in 2022?
Moneta Group Salary Savings Plan pulled back noticeably - down 11.3% during 2022, from $106M to $94M. Reported net income was -$12M.
How have Moneta Group LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Moneta Group LLC's sponsor-wide assets grew 53.8%, from $94M to $144M.
Where does Moneta Group Salary Savings Plan rank by assets among Form 5500 filers?
Moneta Group Salary Savings Plan ranks in the 92nd 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 Moneta Group Salary Savings Plan?
Among 401(k) plans in other states, the closest by assets is Man Investments USA Holdings Inc. Savings and Investment Plan in NY ($94M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Moneta Group Salary Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is All Metals Processing Holdings, LLC 401(k) Plan in CA (421 participants, $12M in assets).