401(k) · DOL Form 5500 · 2023

Evergy, Inc. 401(k) Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
4,443
Participants Above avg headcount
99th
Percentile by assets National rank
$300,782
Avg per participant High balance/head
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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.

  • #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.

#661
in Utilities (721 peers)
+6.8%
assets growth YoY
13×
vs typical plan assets (national mean)

Evergy, Inc. 401(k) Savings Plan's outsized position by total assets

Evergy, Inc. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,336,372,818 Top 1% higher than 99% of 127,068 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 2023

Evergy, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergy, Inc. 401(k) Savings Plan lands in the large band (4,443 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822733395 · Evergy, Inc. PY 2023 · 401(k)

Evergy, Inc. 401(k) Savings Plan · $1.3B · 4,443 · 99th

  • TYPE $1.3B
  • TYPE 4,443
  • TYPE 99th
  • TYPE 401(k)
  • TYPE near Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan
  • TYPE ind #661

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. 401(k) Savings Plan in the asset neighbourhood

Evergy, Inc. 401(k) Savings PlanEvergy, Inc. 401(k) Savings …$1.3BMorgan, Lewis & Bockius LLP Tax Saver Retirement PlanMorgan, Lewis & Bockius LLP …$1.3BZimmer Biomet Holdings, Inc. Savings and Investment 401(k) ProgramZimmer Biomet Holdings, Inc.…$1.3BBlue Cross Blue Shield of Michigan Employees' Savings PlanBlue Cross Blue Shield of Mi…$1.3BFujifilm Long Term Savings PlanFujifilm Long Term Savings P…$1.3B
End-of-year total assets ($B) among Evergy, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.3B
Net Income$86M
Employer EIN822733395
Plan Effective Date1988-01-01
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 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 Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Evergy, Inc. 401(k) Savings Plan, Total assets ($B): 1.336372818 · Participants: 4443Evergy, Inc. 401(k) Savings PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Evergy, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Evergy, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Evergy, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan in PA ($1.3B); by covered participants it is W.K.S. Restaurant Group 401(k) Plan in CA (4,443 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,443 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Evergy, Inc. 401(k) Savings Plan assets move in 2023? ▼
Evergy, Inc. 401(k) Savings Plan grew at a solid clip - up 6.8% during 2023, from $1.3B to $1.3B. Reported net income was $86M.
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. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Evergy, Inc. 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Evergy, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan in PA ($1.3B, 3,137 participants).
Which 401(k) plans cover a similar participant headcount to Evergy, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W.K.S. Restaurant Group 401(k) Plan in CA (4,443 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.