Defined Benefit (Pension) · DOL Form 5500 · 2022
Evergy, Inc. Pension Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 2,979
- Participants
- 99th
- Percentile by assets
- $350,366
- Avg per participant
Official DOL plan name: Evergy, Inc. Retirement Plan · Sponsored by Evergy, Inc. · Missouri · Utilities
$1.0B in assets, 2,979 participants
Evergy, Inc.'s Evergy, Inc. Retirement Plan reported $1.0B in total assets and 2,979 participants in its 2022 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 139,126 plans)
- #664 in Utilities (738 peers)
Coverage in Missouri
Evergy, Inc. Retirement Plan covers 2,979 participants in Missouri, 4.0x the typical Missouri plan (state average ~737 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 2,979
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $350,366
- avg assets per participant
The plan reported a net loss of $144M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Evergy, Inc. Retirement Plan reports 2,979 participants - 4.0x that state average ($1.0B EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$144M |
| Employer EIN | 822733395 |
| Plan Effective Date | 1956-07-01 |
| 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 Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Evergy, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
- Boilermaker-Blacksmith National Pension Trust $7.5B · 31,010
- Ameren Retirement Plan $4.4B · 10,080
- Co-Op Retirement Plan $3.4B · 15,460
- Carpenters Pension Trust Fund of St. Louis $3.3B · 8,767
- Emerson Electric Company Retirement Plan $3.1B · 4,763
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Evergy, Inc. Retirement Plan by total assets, not by location.
- Retirement Plan for Draper Employees (MA) $1.0B · 1,854
- International Union of Operating Engineers Local 4 Pension Fund (MA) $1.0B · 3,379
- The Pension Plan for Insurance Organizations (NJ) $1.0B · 1,602
- Operating Engineers Local No. 825 Pension Fund (NJ) $1.0B · 5,035
Frequently Asked Questions
How did Evergy, Inc. Retirement Plan assets move in 2022? ▼
How have Evergy, Inc. plan assets changed over time? ▼
Where does Evergy, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Evergy, Inc. Retirement Plan? ▼
Next read for Evergy, Inc. Retirement Plan
Filing takeaways
Ways to act on Evergy, Inc. Retirement Plan's numbers.
- By total assets, Evergy, Inc. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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