401(k) · DOL Form 5500 · 2023
Evergy, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 4,443
- Participants
- 99th
- Percentile by assets
- $300,782
- Avg per participant
Official DOL plan name: Evergy, Inc. 401(k) Savings Plan · Sponsored by Evergy, Inc. · Missouri · Utilities
$1.3B in assets, 4,443 participants
Evergy, Inc.'s Evergy, Inc. 401(k) Savings Plan reported $1.3B in total assets and 4,443 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #661 in Utilities (721 peers)
Coverage in Missouri
Evergy, Inc. 401(k) Savings Plan covers 4,443 participants in Missouri, 6.0x the typical Missouri plan (state average ~737 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2023 EOY)
- 4,443
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $300,782
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Evergy, Inc. 401(k) Savings Plan reported net income rose from -$292M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- Evergy, Inc. 401(k) Savings Plan reported participants fell from 4,895 in the plan year 2022 filing to 4,443 in the plan year 2023 filing.
- Evergy, Inc. 401(k) Savings Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Evergy, Inc. 401(k) Savings Plan reports 4,443 participants - 6.0x that state average ($1.3B EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $86M |
| Employer EIN | 822733395 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergy, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 9,083 | $2.5B |
| 2023 | 3 | 8,318 | $2.7B |
| 2024 | 3 | 8,586 | $3.0B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Evergy, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Evergy, Inc. 401(k) Savings Plan by total assets, not by location.
- Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan (PA) $1.3B · 3,137
- Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program (IN) $1.3B · 7,493
- Blue Cross Blue Shield of Michigan Employees' Savings Plan (MI) $1.3B · 6,006
- Fujifilm Long Term Savings Plan (NY) $1.3B · 4,557
Frequently Asked Questions
How did Evergy, Inc. 401(k) Savings Plan assets move in 2023? ▼
How have Evergy, Inc. plan assets changed over time? ▼
Where does Evergy, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Evergy, Inc. 401(k) Savings Plan
Filing takeaways
Ways to act on Evergy, Inc. 401(k) Savings Plan's numbers.
- By total assets, Evergy, Inc. 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Evergy, Inc.'s sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Utilities plans