401(k) · DOL Form 5500 · 2022
Umb Financial Corporation 401(k) Plan
Data updated 2026-08-11
- $507M
- Total assets
- 3,411
- Participants
- 98th
- Percentile by assets
- $148,685
- Avg per participant
Official DOL plan name: Umb Profit Sharing and 401(k) Savings Plan · Sponsored by Umb Financial Corporation · Missouri · Finance & Insurance
$507M in assets, 3,411 participants
Umb Financial Corporation's Umb Profit Sharing and 401(k) Savings Plan reported $507M in total assets and 3,411 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,910 in Finance & Insurance (9,261 peers)
Coverage in Missouri
Umb Profit Sharing and 401(k) Savings Plan covers 3,411 participants in Missouri, 4.6x the typical Missouri plan (state average ~737 per filing). Assets: $507M.
- $507M
- total plan assets (2022 EOY)
- 3,411
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $148,685
- avg assets per participant
The plan reported a net loss of $112M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Umb Profit Sharing and 401(k) Savings Plan reports 3,411 participants - 4.6x that state average ($507M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $619M |
|---|---|
| Net Assets (End of Year) | $507M |
| Net Income | -$112M |
| Employer EIN | 430903811 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umb Financial Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,362 | $569M |
| 2023 | 2 | 6,283 | $675M |
| 2024 | 2 | 7,271 | $789M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Umb Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Umb Profit Sharing and 401(k) Savings Plan by total assets, not by location.
- Sheetz, Inc. 401(k) Retirement Plan (PA) $507M · 14,875
- Plains All American 401(k) Plan (TX) $507M · 2,925
- Chesapeake Energy Corporation Savings and Incentive Stock Bonus Plan (OK) $507M · 1,246
- Getinge Group 401(k) Retirement Plan (NJ) $508M · 2,241
Frequently Asked Questions
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Filing takeaways
Ways to act on Umb Profit Sharing and 401(k) Savings Plan's numbers.
- By total assets, Umb Profit Sharing and 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Umb Financial Corporation's sponsor-wide assets have grown 38.5% since 2022 across 3 plan years on file. More Finance & Insurance plans