401(k) · DOL Form 5500 · 2023

H&r Block Management, LLC 401(k) Plan

Data updated 2026-08-25

$935M
Total assets Above avg plan size
12,879
Participants Very large workforce
99th
Percentile by assets National rank
$72,628
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#20,123
in Professional & Technical Services (20,321 peers)
+14.6%
assets growth YoY
9.4×
vs typical plan assets (national mean)

H & R Block Retirement Savings Plan's outsized position by total assets

H & R Block Retirement Savings Plan vs every filed plan by assets

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

$935,377,219 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

H & R Block Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H & R Block Retirement Savings Plan is a mega filing (12,879 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431632589 · H&r Block Management, LLC PY 2023 · 401(k)

H & R Block Retirement Savings Plan · $935M · 12,879 · 99th

  • SCH $935M
  • SCH 12,879
  • SCH 99th
  • SCH 401(k)
  • SCH near Hasbro, Inc. Retirement Savings Plan
  • SCH ind #20123

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 Professional & Technical Services retirement plans → · Plans in Missouri →

H & R Block Retirement Savings Plan in the asset neighbourhood

Sirius Xm Radio 401(k) Savings PlanSirius Xm Radio 401(k) Savin…$937MLifespan 401(k) Retirement Savings PlanLifespan 401(k) Retirement S…$936MH & R Block Retirement Savings PlanH & R Block Retirement Savin…$935MHasbro, Inc. Retirement Savings PlanHasbro, Inc. Retirement Savi…$935MPenske Automotive Group 401(k) Savings and Retirement PlanPenske Automotive Group 401(…$933M
End-of-year total assets ($M) among H & R Block Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$816M
Net Assets (End of Year)$935M
Net Income$119M
Employer EIN431632589
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H&r Block Management, LLC)

Sponsor-wide plan assets over time

All H&r Block Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 29.36127202957774% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.82B $1.06B ▲ +29.3%
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 Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants H & R Block Retirement Savings Plan, Total assets ($B): 0.935377219 · Participants: 12879H & R Block Retirement 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
H & R Block Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare H & R Block Retirement Savings Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Hasbro, Inc. Retirement Savings Plan in RI ($935M); by covered participants it is Good Samaritan Society 401(k) Plan in SD (12,894 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($935M here).

Similar participant headcount

Nearest other-state filings by covered participants (12,879 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 H & R Block Retirement Savings Plan assets move in 2023? ▼
H & R Block Retirement Savings Plan grew at a solid clip - up 14.6% during 2023, from $816M to $935M. Reported net income was $119M.
How have H&r Block Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H&r Block Management, LLC's sponsor-wide assets grew 29.4%, from $816M to $1.1B.
Where does H & R Block Retirement Savings Plan rank by assets among Form 5500 filers? ▼
H & R Block Retirement 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 H & R Block Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hasbro, Inc. Retirement Savings Plan in RI ($935M, 2,772 participants).
Which 401(k) plans cover a similar participant headcount to H & R Block Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Good Samaritan Society 401(k) Plan in SD (12,894 participants, $254M 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 431632589.

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.