401(k) · DOL Form 5500 · 2023
Creative Planning LLC 401(k) Plan
Data updated 2026-08-25
- $199M
- Total assets Near avg plan size
- 1,416
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $140,748
- Avg per participant Near avg balance/head
Official DOL plan name: Creative Planning Companies Employer Retirement Contribution Plan · Sponsored by Creative Planning LLC · Kansas · Finance & Insurance
$199M in assets, 1,416 participants
Creative Planning LLC's Creative Planning Companies Employer Retirement Contribution Plan reported $199M in total assets and 1,416 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,117 in Finance & Insurance (8,869 peers)
Coverage in Kansas
Creative Planning Companies Employer Retirement Contribution Plan covers 1,416 participants in Kansas, 3.9x the typical Kansas plan (state average ~360 per filing). Assets: $199M.
- #8,117
- in Finance & Insurance (8,869 peers)
- +91.5%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Creative Planning Companies Employer Retirement Contribution Plan's outsized position by total assets
Creative Planning Companies Employer Retirement Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$199,299,706 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Creative Planning Companies Employer Retirement Contribution 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. Creative Planning Companies Employer Retirement Contribution Plan lands in the large band (1,416 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Creative Planning Companies Employer Retirement Contribution Plan reported net income rose from $5M in the plan year 2022 filing to $95M in the plan year 2023 filing.
- Creative Planning Companies Employer Retirement Contribution Plan end-of-year assets rose from $104M in the plan year 2022 filing to $199M in the plan year 2023 filing.
- Creative Planning Companies Employer Retirement Contribution Plan reported participants rose from 1,121 in the plan year 2022 filing to 1,416 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 431270780 · Creative Planning LLC PY 2023 · 401(k)
Creative Planning Companies Employer Retirement Contribution Plan · $199M · 1,416 · 95th
- EIN $199M
- RANK 1,416
- PHOTO 95th
- IND 401(k)
- EOY near The Np-USA Group Retirement Plan
- 5500 ind #8117
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 Finance & Insurance retirement plans → · Plans in Kansas →
Creative Planning Companies Employer Retirement Contribution Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | $95M |
| Employer EIN | 431270780 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Creative Planning LLC)
Sponsor-wide plan assets over time
All Creative Planning LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $270M 159.08394132543296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,121 | $104M |
| 2023 | 1 | 1,416 | $199M |
| 2024 | 1 | 2,098 | $270M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
Creative Planning Companies Employer Retirement Contribution Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is The Np-USA Group Retirement Plan in CA ($199M); by covered participants it is Trego-Dugan 401(k) Plan in NE (1,416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199M here).
- The Np-USA Group Retirement Plan (CA) $199M · 2,205
- Mannington 401(k) Retirement Savings Plan (NJ) $199M · 2,128
- Trend Micro, Incorporated 401(k) Retirement Plan (TX) $199M · 1,171
- Archer & Greiner, P.C. Cash or Deferred Profit Sharing Plan (NJ) $199M · 304
Similar participant headcount
Nearest other-state filings by covered participants (1,416 participants); asset peers above are excluded.
- Trego-Dugan 401(k) Plan (NE) 1,416 · 0 off
- Cave 401(k) Plan (IL) 1,416 · 0 off
- Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan (GA) 1,416 · 0 off
- Lumio Hx, Inc. 401(k) Retirement Plan (UT) 1,416 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.