Defined Benefit (Pension) · DOL Form 5500 · 2022

Evergy, Inc. Pension Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
1,209
Participants Near avg headcount
95th
Percentile by assets National rank
$141,198
Avg per participant Near avg balance/head
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Official DOL plan name: Evergy, Inc. Joint Trusteed Retirement Plan · Sponsored by Evergy, Inc. · Missouri · Utilities

$171M in assets, 1,209 participants

Evergy, Inc.'s Evergy, Inc. Joint Trusteed Retirement Plan reported $171M in total assets and 1,209 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #530 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Evergy, Inc. Joint Trusteed Retirement Plan ranks #530 of 738 2022 filers by assets (315% of the sector average)-$171M for 1,209 participants.

#530
in Utilities (738 peers)
-27.2%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evergy, Inc. Joint Trusteed Retirement Plan's outsized position by total assets

Evergy, Inc. Joint Trusteed Retirement Plan vs every filed plan by assets

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

$170,708,692 Top 5% higher than 95% 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

Evergy, Inc. Joint Trusteed Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergy, Inc. Joint Trusteed Retirement Plan lands in the large band (1,209 participants).

DOL schedule card

Filing strip 822733395 · Evergy, Inc. PY 2022 · Defined Benefit (Pension)

Evergy, Inc. Joint Trusteed Retirement Plan · $171M · 1,209 · 95th

  • 5500 $171M
  • ASSETS 1,209
  • PCT 95th
  • EIN Defined Benefit (Pension)
  • RANK near Ampco-Pittsburgh Corporation Retirement Plan
  • PHOTO ind #530

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 Utilities retirement plans → · Plans in Missouri →

Evergy, Inc. Joint Trusteed Retirement Plan in the asset neighbourhood

Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement PlanCabell Huntington Hospital, …$171MAmpco-Pittsburgh Corporation Retirement PlanAmpco-Pittsburgh Corporation…$171MEvergy, Inc. Joint Trusteed Retirement PlanEvergy, Inc. Joint Trusteed …$171MF.N.B. Corporation Retirement Income PlanF.N.B. Corporation Retiremen…$170MSpx US Pension Plan$170M
End-of-year total assets ($M) among Evergy, Inc. Joint Trusteed Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$171M
Net Income-$64M
Employer EIN822733395
Plan Effective Date1931-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergy, Inc.)

Sponsor-wide plan assets over time

All Evergy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 20.51316138561588% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.47B $2.97B ▲ +20.2%
Year Plans Participants Total Assets
2022 3 9,083 $2.5B
2023 3 8,318 $2.7B
2024 3 8,586 $3.0B

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Evergy, Inc. Joint Trusteed Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Evergy, Inc. Joint Trusteed Retirement Plan, Total assets ($B): 0.170708692 · Participants: 1209Evergy, Inc. Joint Trusteed Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.485527737 · Participants: 31010Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.442367346 · Participants: 10080Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.376779083 · Participants: 15460Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.256518868 · Participants: 8767Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.12779001 · Participants: 4763Emerson Electric Company Retirement Plan
Evergy, Inc. Joint Trusteed Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Evergy, Inc. Joint Trusteed Retirement Plan side-by-side with 3 peers →

Evergy, Inc. Joint Trusteed Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Ampco-Pittsburgh Corporation Retirement Plan in PA ($171M); by covered participants it is Abbvie Puerto Rico Pension Plan in IL (1,208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,209 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 Evergy, Inc. Joint Trusteed Retirement Plan assets move in 2022? ▼
Evergy, Inc. Joint Trusteed Retirement Plan declined sharply - down 27.2% during 2022, from $235M to $171M. Reported net income was -$64M.
How have Evergy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergy, Inc.'s sponsor-wide assets grew 20.5%, from $2.5B to $3.0B.
Where does Evergy, Inc. Joint Trusteed Retirement Plan rank by assets among Form 5500 filers? ▼
Evergy, Inc. Joint Trusteed Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Evergy, Inc. Joint Trusteed Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ampco-Pittsburgh Corporation Retirement Plan in PA ($171M, 488 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Evergy, Inc. Joint Trusteed Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Abbvie Puerto Rico Pension Plan in IL (1,208 participants, $386M 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 822733395.

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.