Other · DOL Form 5500 · 2022
The Whole Person Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $16,267
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan for the Whole Person Inc. · Sponsored by The Whole Person Inc. · Missouri · Healthcare & Social Assistance
$2M in assets, 144 participants
The Whole Person Inc.'s 403b Thrift Plan for the Whole Person Inc. reported $2M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,678 in Healthcare & Social Assistance (20,060 peers)
Coverage in Missouri
403b Thrift Plan for the Whole Person Inc. covers 144 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $2M.
- #7,678
- in Healthcare & Social Assistance (20,060 peers)
- -20.9%
- assets change YoY
The plan reported a net loss of $620K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403b Thrift Plan for the Whole Person Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan for the Whole Person Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,342,400 36th percentile higher than 36% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403b Thrift Plan for the Whole Person Inc. 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. 403b Thrift Plan for the Whole Person Inc. sits mid-pack in the medium band (144 participants).
Plan-year Form 5500 strip
Filing strip 431157083 · The Whole Person Inc. PY 2022 · Other
403b Thrift Plan for the Whole Person Inc. · $2M · 144 · 36th
- 5500 $2M
- 5500 144
- 5500 36th
- 5500 Other
- 5500 near United Presbyterian Home 403(b) Plan
- 5500 ind #7678
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 →
403b Thrift Plan for the Whole Person Inc. in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$620K |
| Employer EIN | 431157083 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Whole Person Inc.)
Sponsor-wide plan assets over time
All The Whole Person Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2.3902407786885247% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $2M |
| 2023 | 1 | 130 | $2M |
| 2024 | 1 | 183 | $2M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Saint Louis University 403(b) Annuity Plan $842M · 2,398
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $807M · 7,405
- Cox Savings Incentive Plan $708M · 11,821
- Bjc 403(b) Plan $371M · 5,418
- Webster University Defined Contribution Retirement Plan $207M · 706
403b Thrift Plan for the Whole Person Inc.'s out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is United Presbyterian Home 403(b) Plan in IA ($2M); by covered participants it is Pioneer Memorial Retirement Plan in SD (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Pioneer Memorial Retirement Plan (SD) 144 · 0 off
- Treehouse 403(b) Retirement Plan (WA) 144 · 0 off
- 403(b) Thrift Plan of Family Connections, Inc. (NJ) 144 · 0 off
- Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan (MI) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.