Cox Savings Incentive Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Lester E. Cox Medical Centers · Missouri · Healthcare & Social Assistance
What the 2023 filing shows
Cox Savings Incentive Plan holds $708M for 11,821 participants — about $59,878 per participant, down 14.1% over the 2022 plan year.
- $708M
- total plan assets (2022 EOY)
- 11,821
- covered participants
- $59,878
- avg assets per participant
- -14.1%
- assets change YoY
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.
What the Filing Says About Cox Savings Incentive Plan
Cox Savings Incentive Plan is a Profit Sharing retirement plan sponsored by Lester E. Cox Medical Centers, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $708M in total end-of-year assets and covers 11,821 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 440577118, and the plan has been effective since 1996-06-30. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $824M at the beginning of 2022 to $708M at year-end — a decline of 14.1%. Net assets (after liabilities) closed the year at $708M, with reported net income of $-116,011,819 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $824M |
| Total Assets (End of Year) | $708M |
| Net Assets (End of Year) | $708M |
| Net Income | $-116,011,819 |
| Plan Type | Profit Sharing |
| 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 Profit Sharing Plans in Missouri
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Saint Luke's 403(b) Plan $831M · 14,148
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.