401(k) · DOL Form 5500 · 2022

Umb Financial Corporation 401(k) Plan

Data updated 2026-08-25

$507M
Total assets Above avg plan size
3,411
Participants Above avg headcount
98th
Percentile by assets National rank
$148,685
Avg per participant Above avg balance/head
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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.

  • #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.

#8,910
in Finance & Insurance (9,261 peers)
-18.1%
assets change YoY
5.1×
vs typical plan assets (national mean)

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.

Umb Profit Sharing and 401(k) Savings Plan's outsized position by total assets

Umb Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$507,163,808 Top 2% higher than 98% 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

Umb Profit Sharing and 401(k) Savings 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. Umb Profit Sharing and 401(k) Savings Plan lands in the large band (3,411 participants).

DOL schedule card

Filing strip 430903811 · Umb Financial Corporation PY 2022 · 401(k)

Umb Profit Sharing and 401(k) Savings Plan · $507M · 3,411 · 98th

  • PART $507M
  • PART 3,411
  • PART 98th
  • PART 401(k)
  • PART near Sheetz, Inc. 401(k) Retirement Plan
  • PART ind #8910

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 →

Umb Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

Getinge Group 401(k) Retirement PlanGetinge Group 401(k) Retirem…$508MSheetz, Inc. 401(k) Retirement PlanSheetz, Inc. 401(k) Retireme…$507MUmb Profit Sharing and 401(k) Savings PlanUmb Profit Sharing and 401(k…$507MPlains All American 401(k) PlanPlains All American 401(k) P…$507MChesapeake Energy Corporation Savings and Incentive Stock Bonus PlanChesapeake Energy Corporatio…$507M
End-of-year total assets ($M) among Umb Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$619M
Net Assets (End of Year)$507M
Net Income-$112M
Employer EIN430903811
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umb Financial Corporation)

Sponsor-wide plan assets over time

All Umb Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$789M 38.54164397805505% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $569M $789M ▲ +38.5%
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 Scatter plot of 6 data points. 020000400006000080000 0246810 Total assets ($B) Participants Umb Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.507163808 · Participants: 3411Umb Profit Sharing and 401(k) Savings 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
Umb Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Umb Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

Umb Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Sheetz, Inc. 401(k) Retirement Plan in PA ($507M); by covered participants it is Altra Industrial Motion Corp. 401(k) Savings Plan in MA (3,412 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($507M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,411 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 Umb Profit Sharing and 401(k) Savings Plan assets move in 2022? ▼
Umb Profit Sharing and 401(k) Savings Plan declined sharply - down 18.1% during 2022, from $619M to $507M. Reported net income was -$112M.
How have Umb Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umb Financial Corporation's sponsor-wide assets grew 38.5%, from $569M to $789M.
Where does Umb Profit Sharing and 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Umb Profit Sharing and 401(k) Savings Plan ranks in the 98th 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 Umb Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheetz, Inc. 401(k) Retirement Plan in PA ($507M, 14,875 participants).
Which 401(k) plans cover a similar participant headcount to Umb Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Altra Industrial Motion Corp. 401(k) Savings Plan in MA (3,412 participants, $262M 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 430903811.

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.