Other · DOL Form 5500 · 2022

Missouri Historical Society Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
202
Participants Below avg headcount
65th
Percentile by assets National rank
$50,804
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan for Employees of Missouri Historical Society · Sponsored by Missouri Historical Society · Missouri · Arts, Entertainment & Recreation

$10M in assets, 202 participants

Missouri Historical Society's Tax Deferred Annuity Plan for Employees of Missouri Historical Society reported $10M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,392 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Missouri

Tax Deferred Annuity Plan for Employees of Missouri Historical Society covers 202 participants in Missouri, about 27% of the average Missouri filer (state average ~737 per filing). Assets: $10M.

#2,392
in Arts, Entertainment & Recreation (3,077 peers)
-15.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan for Employees of Missouri Historical Society's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Tax Deferred Annuity Plan for Employees of Missouri Historical Society vs every filed plan by assets

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

$10,262,354 Top 35% higher than 65% 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

Tax Deferred Annuity Plan for Employees of Missouri Historical Society 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. Tax Deferred Annuity Plan for Employees of Missouri Historical Society sits mid-pack in the medium band (202 participants).

Form 5500 schedule snapshot

Filing strip 430654866 · Missouri Historical Society PY 2022 · Other

Tax Deferred Annuity Plan for Employees of Missouri Historical Society · $10M · 202 · 65th

  • BOOK $10M
  • VS-ST 202
  • BOY 65th
  • SCH Other
  • EBSA near Mount Paran Christian School 403(b) Plan
  • PART ind #2392

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 Arts, Entertainment & Recreation retirement plans → · Plans in Missouri →

Tax Deferred Annuity Plan for Employees of Missouri Historical Society in the asset neighbourhood

Mount Paran Christian School 403(b) PlanMount Paran Christian School…$10MMeridian Behavioral Healthcare, Inc. 403(b) PlanMeridian Behavioral Healthca…$10MTax Deferred Annuity Plan for Employees of Missouri Historical SocietyTax Deferred Annuity Plan fo…$10MVisiting Nurse Association Healthcare Partners of Ohio Savings PlanVisiting Nurse Association H…$10MCeom Stock Bonus Plan and TrustCeom Stock Bonus Plan and Tr…$10M
End-of-year total assets ($M) among Tax Deferred Annuity Plan for Employees of Missouri Historical Society and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN430654866
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Missouri Historical Society)

Sponsor-wide plan assets over time

All Missouri Historical Society plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.09350994773045% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $17.6M $24.3M ▲ +38.1%
Year Plans Participants Total Assets
2022 2 364 $18M
2023 2 358 $21M
2024 2 356 $24M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan for Employees of Missouri Historical Society vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Tax Deferred Annuity Plan for Employees of Missouri Historical Society, Total assets ($M): 10.262354 · Participants: 202Tax Deferred Annuity Plan for Employees of Missouri Historical SocietySaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Tax Deferred Annuity Plan for Employees of Missouri Historical Society vs. nearby Other plans in Missouri, assets vs. participants
Compare Tax Deferred Annuity Plan for Employees of Missouri Historical Society side-by-side with 3 peers →

Tax Deferred Annuity Plan for Employees of Missouri Historical Society's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Mount Paran Christian School 403(b) Plan in GA ($10M); by covered participants it is The Park School Annuity Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Tax Deferred Annuity Plan for Employees of Missouri Historical Society assets move in 2022? ▼
Tax Deferred Annuity Plan for Employees of Missouri Historical Society declined sharply - down 15.5% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Missouri Historical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Missouri Historical Society's sponsor-wide assets grew 38.1%, from $18M to $24M.
Which Other plans are similar in size to Tax Deferred Annuity Plan for Employees of Missouri Historical Society? ▼
Among Other plans in other states, the closest by assets is Mount Paran Christian School 403(b) Plan in GA ($10M, 255 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan for Employees of Missouri Historical Society? ▼
Among Other plans in other states, the closest by covered participants is The Park School Annuity Plan in MD (202 participants, $51M 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 430654866.

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.