401(k) · DOL Form 5500 · 2023
H&r Block Management, LLC 401(k) Plan
Data updated 2026-08-11
- $935M
- Total assets
- 12,879
- Participants
- 99th
- Percentile by assets
- $72,628
- Avg per participant
Official DOL plan name: H & R Block Retirement Savings Plan · Sponsored by H&r Block Management, LLC · Missouri · Professional & Technical Services
$935M in assets, 12,879 participants
H&r Block Management, LLC's H & R Block Retirement Savings Plan reported $935M in total assets and 12,879 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)
- #20,123 in Professional & Technical Services (20,321 peers)
Coverage in Missouri
H & R Block Retirement Savings Plan covers 12,879 participants in Missouri, 17x the typical Missouri plan (state average ~737 per filing). Assets: $935M.
- $935M
- total plan assets (2023 EOY)
- 12,879
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $72,628
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H & R Block Retirement Savings Plan reported net income rose from -$165M in the plan year 2022 filing to $119M in the plan year 2023 filing.
- H & R Block Retirement Savings Plan end-of-year assets rose from $816M in the plan year 2022 filing to $935M in the plan year 2023 filing.
- H & R Block Retirement Savings Plan reported participants rose from 12,761 in the plan year 2022 filing to 12,879 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. H & R Block Retirement Savings Plan reports 12,879 participants - 17x that state average ($935M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $816M |
|---|---|
| Net Assets (End of Year) | $935M |
| Net Income | $119M |
| Employer EIN | 431632589 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H&r Block Management, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,761 | $816M |
| 2023 | 1 | 12,879 | $935M |
| 2024 | 1 | 12,962 | $1.1B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
H & R Block Retirement 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
Scale composition for H & R Block Retirement Savings Plan
H & R Block Retirement Savings Plan reports $935M in end-of-year assets across 12,879 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $72,628 per participant (53% of the national average assets-per-participant) . Net income for plan year 2023 was $119M.
This plan identity (EIN 431632589, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $816M to $1.1B (+29.4%) while covered participants moved from 12,761 to 12,962 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,761 | $816M | Open filing |
| 2023 | 12,879 | $935M | This page |
| 2024 · index core | 12,962 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- H & R Block Retirement Savings Plan (401(k), $1.1B, 12,962 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to H & R Block Retirement Savings Plan by total assets, not by location.
- Hasbro, Inc. Retirement Savings Plan (RI) $935M · 2,772
- Lifespan 401(k) Retirement Savings Plan (RI) $936M · 14,816
- Sirius Xm Radio 401(k) Savings Plan (NY) $937M · 4,960
- Penske Automotive Group 401(k) Savings and Retirement Plan (MI) $933M · 12,918
Frequently Asked Questions
How did H & R Block Retirement Savings Plan assets move in 2023? ▼
How have H&r Block Management, LLC plan assets changed over time? ▼
Where does H & R Block Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to H & R Block Retirement Savings Plan? ▼
Next read for H & R Block Retirement Savings Plan
Filing takeaways
Ways to act on H & R Block Retirement Savings Plan's numbers.
- By total assets, H & R Block Retirement 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
- H&r Block Management, LLC's sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans