401(k) · DOL Form 5500 · 2022

Plancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
111
Participants Small participant base
78th
Percentile by assets National rank
$195,460
Avg per participant Above avg balance/head
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Official DOL plan name: Plancorp, LLC Safe Harbor 401(k) Plan · Sponsored by Plancorp, Inc. · Missouri · Finance & Insurance

$22M in assets, 111 participants

Plancorp, Inc.'s Plancorp, LLC Safe Harbor 401(k) Plan reported $22M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,064 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Plancorp, LLC Safe Harbor 401(k) Plan covers 111 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $22M.

#6,064
in Finance & Insurance (9,261 peers)
-5.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plancorp, LLC Safe Harbor 401(k) Plan's outsized position by total assets

Plancorp, LLC Safe Harbor 401(k) Plan vs every filed plan by assets

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

$21,696,030 Top 22% higher than 78% 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

Plancorp, LLC Safe Harbor 401(k) 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. Plancorp, LLC Safe Harbor 401(k) Plan sits mid-pack in the medium band (111 participants).

Published 5500 schedule card

Filing strip 272717447 · Plancorp, Inc. PY 2022 · 401(k)

Plancorp, LLC Safe Harbor 401(k) Plan · $22M · 111 · 78th

  • IND $22M
  • EOY 111
  • 5500 78th
  • ASSETS 401(k)
  • PCT near The 401(k) Profit Sharing Plan for Employees of Land Home Finan
  • EIN ind #6064

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 →

Plancorp, LLC Safe Harbor 401(k) Plan in the asset neighbourhood

Plancorp, LLC Safe Harbor 401(k) PlanPlancorp, LLC Safe Harbor 40…$22MThe 401(k) Profit Sharing Plan for Employees of Land Home FinanThe 401(k) Profit Sharing Pl…$22MH & K Retirement Savings Plan$22MUstc Group 401(k) Plan$22MGeary Pacific Corporation 401(k) Profit Sharing Plan and TrustGeary Pacific Corporation 40…$22M
End-of-year total assets ($M) among Plancorp, LLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$1M
Employer EIN272717447
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plancorp, Inc.)

Sponsor-wide plan assets over time

All Plancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 4.7588706320925995% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.7M $22.7M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 111 $22M
2023 1 127 $27M
2024 1 130 $23M

Nearby 401(k) Plans in Missouri

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

Plancorp, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Plancorp, LLC Safe Harbor 401(k) Plan, Total assets ($B): 0.02169603 · Participants: 111Plancorp, LLC Safe Harbor 401(k) 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
Plancorp, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Plancorp, LLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Plancorp, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is The 401(k) Profit Sharing Plan for Employees of Land Home Finan in CA ($22M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Plancorp, LLC Safe Harbor 401(k) Plan assets move in 2022? ▼
Plancorp, LLC Safe Harbor 401(k) Plan pulled back noticeably - down 5.9% during 2022, from $23M to $22M. Reported net income was -$1M.
How have Plancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plancorp, Inc.'s sponsor-wide assets grew 4.8%, from $22M to $23M.
Where does Plancorp, LLC Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Plancorp, LLC Safe Harbor 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Plancorp, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The 401(k) Profit Sharing Plan for Employees of Land Home Finan in CA ($22M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Plancorp, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 272717447.

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.