Ferrell Companies, Inc. 401(k) Investment Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ferrell Companies, Inc · Missouri · Retail Trade

What the 2023 filing shows

Ferrell Companies, Inc. 401(k) Investment Plan holds $205M for 4,434 participants — about $46,170 per participant, down 16.7% over the 2022 plan year.

$205M
total plan assets (2022 EOY): 4,434
covered participants: $46,170
avg assets per participant: -16.7%
assets change YoY

The plan reported a net loss of $41M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$205M

Participants

4,434

State

Missouri

Industry

Retail Trade

What the Filing Says About Ferrell Companies, Inc. 401(k) Investment Plan

Ferrell Companies, Inc. 401(k) Investment Plan is a 401(k) retirement plan sponsored by Ferrell Companies, Inc, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $205M in total end-of-year assets and covers 4,434 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 431688741, and the plan has been effective since 1974-06-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $246M at the beginning of 2022 to $205M at year-end — a decline of 16.7%. Net assets (after liabilities) closed the year at $205M, with reported net income of $-40,932,177 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$246M
Total Assets (End of Year)	$205M
Net Assets (End of Year)	$205M
Net Income	$-40,932,177
Plan Type	401(k)
Employer EIN	431688741
Plan Effective Date	1974-06-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Ferrell Companies, Inc)

Year	Plans	Participants	Total Assets
2022	2	7,738	$275M
2023	2	8,148	$307M
2024	1	4,453	$252M

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Related Data

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Frequently Asked Questions

How much money is in the Ferrell Companies, Inc. 401(k) Investment Plan? ▼

As of the 2022 Form 5500 filing, Ferrell Companies, Inc. 401(k) Investment Plan holds $205M in total assets with 4,434 participants. It is sponsored by Ferrell Companies, Inc.

What type of plan is Ferrell Companies, Inc. 401(k) Investment Plan? ▼

Ferrell Companies, Inc. 401(k) Investment Plan is a 401(k) plan. It has been effective since 1974-06-30. The plan is filed with the U.S. Department of Labor under EIN 431688741.

Who sponsors the Ferrell Companies, Inc. 401(k) Investment Plan? ▼

Ferrell Companies, Inc. 401(k) Investment Plan is sponsored by Ferrell Companies, Inc, located in Missouri. The sponsor's EIN is 431688741 and the plan operates in the Retail Trade industry.

How did Ferrell Companies, Inc. 401(k) Investment Plan perform in 2022? ▼

Ferrell Companies, Inc. 401(k) Investment Plan declined by 16.7% during 2022, moving from $246M to $205M in total assets. Net income was $-40,932,177.

Where can I find official filings for Ferrell Companies, Inc. 401(k) Investment Plan? ▼

Official Form 5500 filings for Ferrell Companies, Inc. 401(k) Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 431688741 or plan name at efast.dol.gov.

How does Ferrell Companies, Inc. 401(k) Investment Plan compare to other plans? ▼

You can compare Ferrell Companies, Inc. 401(k) Investment Plan against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.