401(k) · DOL Form 5500 · 2022
Stonex Group Inc. 401(k) Plan
Data updated 2026-08-25
- $213M
- Total assets Near avg plan size
- 1,580
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $135,012
- Avg per participant Near avg balance/head
Official DOL plan name: Stonex Group Inc. 401(k) Plan · Sponsored by Stonex Group Inc. · Missouri · Finance & Insurance
$213M in assets, 1,580 participants
Stonex Group Inc.'s Stonex Group Inc. 401(k) Plan reported $213M in total assets and 1,580 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,607 in Finance & Insurance (9,261 peers)
Coverage in Missouri
Stonex Group Inc. 401(k) Plan covers 1,580 participants in Missouri, 2.1x the typical Missouri plan (state average ~737 per filing). Assets: $213M.
- #8,607
- in Finance & Insurance (9,261 peers)
- -7.5%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stonex Group Inc. 401(k) Plan's outsized position by total assets
Stonex Group Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$213,318,301 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Stonex Group Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stonex Group Inc. 401(k) Plan lands in the large band (1,580 participants).
Published 5500 schedule card
Filing strip 592921318 · Stonex Group Inc. PY 2022 · 401(k)
Stonex Group Inc. 401(k) Plan · $213M · 1,580 · 96th
- SCH $213M
- SCH 1,580
- SCH 96th
- SCH 401(k)
- SCH near Blackberry Corporation 401(k) Retirement Savings Plan
- SCH ind #8607
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 Missouri →
Stonex Group Inc. 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $231M |
|---|---|
| Net Assets (End of Year) | $213M |
| Net Income | -$17M |
| Employer EIN | 592921318 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stonex Group Inc.)
Sponsor-wide plan assets over time
All Stonex Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $309M 44.94856303960531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,580 | $213M |
| 2023 | 1 | 1,711 | $266M |
| 2024 | 1 | 1,843 | $309M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Stonex Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Blackberry Corporation 401(k) Retirement Savings Plan in TX ($213M); by covered participants it is Dp Fox Holdings 401(k) Plan in MI (1,580 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($213M here).
- Blackberry Corporation 401(k) Retirement Savings Plan (TX) $213M · 986
- Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company (AL) $213M · 2,208
- Scp Health 401(k) Plan (LA) $213M · 2,985
- Wind River Systems, Inc. 401(k) Plan (CA) $213M · 434
Similar participant headcount
Nearest other-state filings by covered participants (1,580 participants); asset peers above are excluded.
- Dp Fox Holdings 401(k) Plan (MI) 1,580 · 0 off
- Complete Personnel Logistics Retirement Savings Plan (OH) 1,580 · 0 off
- Renhill Staffing Service 401(k) Plan (TX) 1,579 · 1 off
- Bergstrom Corporation 401(k) Plan (WI) 1,579 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.