401(k) · DOL Form 5500 · 2022

Ferrell Companies, Inc 401(k) Plan

Data updated 2026-08-25

$205M
Total assets Near avg plan size
4,434
Participants Above avg headcount
96th
Percentile by assets National rank
$46,170
Avg per participant Low balance/head
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Official DOL plan name: Ferrell Companies, Inc. 401(k) Investment Plan · Sponsored by Ferrell Companies, Inc · Missouri · Retail Trade

$205M in assets, 4,434 participants

Ferrell Companies, Inc's Ferrell Companies, Inc. 401(k) Investment Plan reported $205M in total assets and 4,434 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #9,293 in Retail Trade (9,519 peers)

Coverage in Missouri

Ferrell Companies, Inc. 401(k) Investment Plan covers 4,434 participants in Missouri, 6.0x the typical Missouri plan (state average ~737 per filing). Assets: $205M.

#9,293
in Retail Trade (9,519 peers)
-16.7%
assets change YoY
2.1×
vs typical plan assets (national mean)

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.

Ferrell Companies, Inc. 401(k) Investment Plan's outsized position by total assets

Ferrell Companies, Inc. 401(k) Investment Plan vs every filed plan by assets

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

$204,716,087 Top 4% higher than 96% 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

Ferrell Companies, Inc. 401(k) Investment 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. Ferrell Companies, Inc. 401(k) Investment Plan lands in the large band (4,434 participants).

DOL schedule card

Filing strip 431688741 · Ferrell Companies, Inc PY 2022 · 401(k)

Ferrell Companies, Inc. 401(k) Investment Plan · $205M · 4,434 · 96th

  • SCH $205M
  • EBSA 4,434
  • PART 96th
  • TYPE 401(k)
  • NET near Arcosa 401(k) Plan
  • BOOK ind #9293

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 Retail Trade retirement plans → · Plans in Missouri →

Ferrell Companies, Inc. 401(k) Investment Plan in the asset neighbourhood

Livanova US Employee Retirement Savings PlanLivanova US Employee Retirem…$205MPscu Incorporated 401(k) Retirement PlanPscu Incorporated 401(k) Ret…$205MFerrell Companies, Inc. 401(k) Investment PlanFerrell Companies, Inc. 401(…$205MArcosa 401(k) Plan$205MFirst Merchants Corporation Retirement Income and Savings PlanFirst Merchants Corporation …$205M
End-of-year total assets ($M) among Ferrell Companies, Inc. 401(k) Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$246M
Net Assets (End of Year)$205M
Net Income-$41M
Employer EIN431688741
Plan Effective Date1974-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferrell Companies, Inc)

Sponsor-wide plan assets over time

All Ferrell Companies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$328M 19.288253426121383% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $275M $328M ▲ +19.3%
Year Plans Participants Total Assets
2022 2 7,738 $275M
2023 2 8,148 $307M
2024 2 8,119 $328M

Nearby 401(k) Plans in Missouri

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

Ferrell Companies, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -20246810 Total assets ($B) Participants Ferrell Companies, Inc. 401(k) Investment Plan, Total assets ($B): 0.204716087 · Participants: 4434Ferrell Companies, Inc. 401(k) Investment 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
Ferrell Companies, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ferrell Companies, Inc. 401(k) Investment Plan side-by-side with 3 peers →

Ferrell Companies, Inc. 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Arcosa 401(k) Plan in TX ($205M); by covered participants it is Walgreens Puerto Rico Retirement Savings Plan in IL (4,434 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($205M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,434 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 Ferrell Companies, Inc. 401(k) Investment Plan assets move in 2022? ▼
Ferrell Companies, Inc. 401(k) Investment Plan declined sharply - down 16.7% during 2022, from $246M to $205M. Reported net income was -$41M.
How have Ferrell Companies, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferrell Companies, Inc's sponsor-wide assets grew 19.3%, from $275M to $328M.
Where does Ferrell Companies, Inc. 401(k) Investment Plan rank by assets among Form 5500 filers? ▼
Ferrell Companies, Inc. 401(k) Investment Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ferrell Companies, Inc. 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arcosa 401(k) Plan in TX ($205M, 3,928 participants).
Which 401(k) plans cover a similar participant headcount to Ferrell Companies, Inc. 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Walgreens Puerto Rico Retirement Savings Plan in IL (4,434 participants, $130M 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 431688741.

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.