Other · DOL Form 5500 · 2022
Lester E. Cox Medical Centers Retirement Plan
Data updated 2026-08-06
- $708M
- Total assets
- 11,821
- Participants
- 98th
- Percentile by assets
- $59,878
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #19,825 in Healthcare & Social Assistance (20,087 peers)
Coverage in Missouri
Cox Savings Incentive Plan covers 11,821 participants in Missouri, 16x the typical Missouri plan (state average ~756 per filing). Assets: $708M.
- $708M
- total plan assets (2022 EOY)
- 11,821
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $59,878
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Cox Savings Incentive Plan reports 11,821 participants - 16x that state average ($708M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $824M |
|---|---|
| Net Assets (End of Year) | $708M |
| Net Income | -$116M |
| Employer EIN | 440577118 |
| Plan Effective Date | 1996-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lester E. Cox Medical Centers)
| 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
- Saint Louis University 403(b) Annuity Plan $842M · 2,398
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $807M · 7,405
- Bjc 403(b) Plan $371M · 5,418
- Webster University Defined Contribution Retirement Plan $207M · 706
- University Health 403(b) Plan $196M · 4,280
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 $11.6T held by all Form 5500 filers in the national rollup , and 0.013% of 89,805,449 covered participants) - about $59,878 per participant (44% 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 (Other, $964M, 13,001 participants)
- Coxhealth 401(k) Plan (401(k), $183M, 288 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Cox Savings Incentive Plan by total assets, not by location.
- Mercy Health Corporation Employees Retirement Plan (IL) $707M · 6,181
- University of the Pacific Defined Contribution Plan (CA) $717M · 1,966
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $719M · 1,346
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $720M · 2,177
Frequently Asked Questions
How did Cox Savings Incentive Plan assets move in 2022? ▼
How have Lester E. Cox Medical Centers plan assets changed over time? ▼
Where does Cox Savings Incentive Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Cox Savings Incentive Plan? ▼
Next read for Cox Savings Incentive Plan
Filing takeaways
Ways to act on Cox Savings Incentive Plan's numbers.
- By total assets, Cox Savings Incentive Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Missouri. Compare plans
- Lester E. Cox Medical Centers's sponsor-wide assets have grown 7.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans