Other · DOL Form 5500 · 2022

Lester E. Cox Medical Centers Retirement Plan

Data updated 2026-08-25

$708M
Total assets Above avg plan size
11,821
Participants Very large workforce
98th
Percentile by assets National rank
$59,878
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cox Savings Incentive Plan · Sponsored by Lester E. Cox Medical Centers · Missouri · Healthcare & Social Assistance

$708M in assets, 11,821 participants

Lester E. Cox Medical Centers's Cox Savings Incentive Plan reported $708M in total assets and 11,821 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.

  • #19,798 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Cox Savings Incentive Plan covers 11,821 participants in Missouri, 16x the typical Missouri plan (state average ~737 per filing). Assets: $708M.

#19,798
in Healthcare & Social Assistance (20,060 peers)
-14.1%
assets change YoY
7.1×
vs typical plan assets (national mean)

The plan reported a net loss of $116M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cox Savings Incentive Plan's outsized position by total assets

Cox Savings Incentive Plan vs every filed plan by assets

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

$707,815,909 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

Cox Savings Incentive Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cox Savings Incentive Plan is a mega filing (11,821 participants), the rightmost band on the breakdown.

EBSA filing schedule strip

Filing strip 440577118 · Lester E. Cox Medical Centers PY 2022 · Other

Cox Savings Incentive Plan · $708M · 11,821 · 98th

  • VS-ST $708M
  • BOY 11,821
  • SCH 98th
  • EBSA Other
  • PART near Mercy Health Corporation Employees Retirement Plan
  • TYPE ind #19798

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Cox Savings Incentive Plan in the asset neighbourhood

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative EmployeesBrandeis University Defined …$720MInstitute for Defense Analyses Tax Deferred Annuity PlanInstitute for Defense Analys…$719MUniversity of the Pacific Defined Contribution PlanUniversity of the Pacific De…$717MCox Savings Incentive Plan$708MMercy Health Corporation Employees Retirement PlanMercy Health Corporation Emp…$707M
End-of-year total assets ($M) among Cox Savings Incentive Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$824M
Net Assets (End of Year)$708M
Net Income-$116M
Employer EIN440577118
Plan Effective Date1996-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Lester E. Cox Medical Centers)

Sponsor-wide plan assets over time

All Lester E. Cox Medical Centers plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 7.170715487004617% vs 2022
2024 filing year
$0.95B$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1.07B $1.15B ▲ +7.5%
Year Plans Participants Total Assets
2022 4 14,008 $1.1B
2023 4 14,355 $987M
2024 2 13,289 $1.1B

Nearby Other Plans in Missouri

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

Cox Savings Incentive Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000 02004006008001000 Total assets ($M) Participants Cox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanSaint 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 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 PlanUniversity Health 403(b) Plan, Total assets ($M): 195.554386 · Participants: 4280University Health 403(b) Plan
Cox Savings Incentive Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Cox Savings Incentive Plan side-by-side with 3 peers →

Scale composition for Cox Savings Incentive Plan

Cox Savings Incentive Plan reports $708M in end-of-year assets across 11,821 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $59,878 per participant (43% of the national average assets-per-participant) . Net income for plan year 2022 was -$116M.

This plan identity (EIN 440577118, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $708M to $964M (+36.2%) while covered participants moved from 11,821 to 13,001 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,821 $708M This page
2023 12,220 $836M Open filing
2024 · index core 13,001 $964M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Cox Savings Incentive Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Mercy Health Corporation Employees Retirement Plan in IL ($707M); by covered participants it is Employee Retirement Savings Plan - Premier Health Partners in OH (11,790 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,821 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 Cox Savings Incentive Plan assets move in 2022? ▼
Cox Savings Incentive Plan pulled back noticeably - down 14.1% during 2022, from $824M to $708M. Reported net income was -$116M.
How have Lester E. Cox Medical Centers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lester E. Cox Medical Centers's sponsor-wide assets grew 7.2%, from $1.1B to $1.1B.
Where does Cox Savings Incentive Plan rank by assets among Form 5500 filers? ▼
Cox Savings Incentive 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 Other plans are similar in size to Cox Savings Incentive Plan? ▼
Among Other plans in other states, the closest by assets is Mercy Health Corporation Employees Retirement Plan in IL ($707M, 6,181 participants).
Which Other plans cover a similar participant headcount to Cox Savings Incentive Plan? ▼
Among Other plans in other states, the closest by covered participants is Employee Retirement Savings Plan - Premier Health Partners in OH (11,790 participants, $428M 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 440577118.

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.