401(k) · DOL Form 5500 · 2022

Larson Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
147
Participants Small participant base
58th
Percentile by assets National rank
$48,899
Avg per participant Low balance/head
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Official DOL plan name: Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Larson Financial Group, LLC · Missouri · Finance & Insurance

$7M in assets, 147 participants

Larson Financial Group, LLC's Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,852 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust covers 147 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $7M.

#3,852
in Finance & Insurance (9,261 peers)
+10.5%
assets growth YoY

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,188,146 Top 42% higher than 58% 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

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (147 participants).

EBSA filing schedule strip

Filing strip 204773945 · Larson Financial Group, LLC PY 2022 · 401(k)

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust · $7M · 147 · 58th

  • EOY $7M
  • EOY 147
  • EOY 58th
  • EOY 401(k)
  • EOY near Capstone 401(k) Plan
  • EOY ind #3852

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 →

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Larson Financial Group, LLC 401(k) Profit Sharing Plan and TrustLarson Financial Group, LLC …$7MCapstone 401(k) Plan$7MOak Ridge 401(k) Plan$7MThe Shopping Center Group 401(k) Profit Sharing PlanThe Shopping Center Group 40…$7MAlpha Teknova Inc. 401(k) Profit Sharing PlanAlpha Teknova Inc. 401(k) Pr…$7M
End-of-year total assets ($M) among Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$685K
Employer EIN204773945
Plan Effective Date2011-04-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Larson Financial Group, LLC)

Sponsor-wide plan assets over time

All Larson Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 69.23593371642703% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.19M $12.2M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 147 $7M
2023 1 179 $9M
2024 1 202 $12M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007188146 · Participants: 147Larson Financial Group, LLC 401(k) Profit Sharing Plan and TrustBayer 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
Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Capstone 401(k) Plan in VT ($7M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

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 Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 10.5% during 2022, from $7M to $7M. Reported net income was $685K.
How have Larson Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larson Financial Group, LLC's sponsor-wide assets grew 69.2%, from $7M to $12M.
Which 401(k) plans are similar in size to Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Capstone 401(k) Plan in VT ($7M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (147 participants, $1M 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 204773945.

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.