401(k) · DOL Form 5500 · 2023

Creative Planning LLC 401(k) Plan

Data updated 2026-08-11

$199M
Total assets: 1,416
Participants: 95th
Percentile by assets: $140,748
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$199M
total plan assets (2023 EOY): 1,416
covered participants: 95th
percentile by assets (of 127,072 plans): $140,748
avg assets per participant

Where Creative Planning Companies Employer Retirement Contribution Plan sits 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 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.

See the national 2022→2023 release diff →

State

Kansas

Industry

Finance & Insurance

Participants vs Kansas filers

In Kansas, the average filing covers about 360 participants across 1,174 plans. Creative Planning Companies Employer Retirement Contribution Plan reports 1,416 participants - 3.9x that state average ($199M EOY assets).

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)

Total plan assets by year, all Creative Planning LLC plans on file

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.

Creative Planning Companies Employer Retirement Contribution Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

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

Compare Creative Planning Companies Employer Ret… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Creative Planning Companies Employer Retirement Contribution Plan by total assets, not by location.

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

Frequently Asked Questions

How did Creative Planning Companies Employer Retirement Contribution Plan assets move in 2023? ▼

Creative Planning Companies Employer Retirement Contribution Plan surged - up 91.5% during 2023, from $104M to $199M. Reported net income was $95M.

How have Creative Planning LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Creative Planning LLC's sponsor-wide assets grew 159.1%, from $104M to $270M.

Where does Creative Planning Companies Employer Retirement Contribution Plan rank by assets among Form 5500 filers? ▼

Creative Planning Companies Employer Retirement Contribution Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Creative Planning Companies Employer Retirement Contribution Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Np-USA Group Retirement Plan in CA ($199M, 2,205 participants).

Next read for Creative Planning Companies Employer Ret…

Filing takeaways

Ways to act on Creative Planning Companies Employer Retirement Contribution Plan's numbers.

By total assets, Creative Planning Companies Employer Retirement Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Kansas. Compare plans
Creative Planning LLC's sponsor-wide assets have grown 159.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 431270780.