401(k) · DOL Form 5500 · 2023

Plancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
127
Participants Small participant base
78th
Percentile by assets National rank
$211,871
Avg per participant Above avg balance/head
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Official DOL plan name: Plancorp, LLC Safe Harbor 401(k) Plan · Sponsored by Plancorp, Inc. · Missouri · Finance & Insurance

$27M in assets, 127 participants

Plancorp, Inc.'s Plancorp, LLC Safe Harbor 401(k) Plan reported $27M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,843 in Finance & Insurance (8,869 peers)

Coverage in Missouri

Plancorp, LLC Safe Harbor 401(k) Plan covers 127 participants in Missouri, about 17% of the average Missouri filer (state average ~737 per filing). Assets: $27M.

#5,843
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Plancorp, LLC Safe Harbor 401(k) Plan's outsized position by total assets

Plancorp, LLC Safe Harbor 401(k) Plan vs every filed plan by assets

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

$26,907,631 Top 22% higher than 78% 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

Plancorp, LLC Safe Harbor 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plancorp, LLC Safe Harbor 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plancorp, LLC Safe Harbor 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Plancorp, LLC Safe Harbor 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Plancorp, LLC Safe Harbor 401(k) Plan reported participants rose from 111 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272717447 · Plancorp, Inc. PY 2023 · 401(k)

Plancorp, LLC Safe Harbor 401(k) Plan · $27M · 127 · 78th

  • PHOTO $27M
  • IND 127
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Dakota Community Bank & Trust 401(k) Retirement Plan
  • PCT ind #5843

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 →

Plancorp, LLC Safe Harbor 401(k) Plan in the asset neighbourhood

Plancorp, LLC Safe Harbor 401(k) PlanPlancorp, LLC Safe Harbor 40…$27MDakota Community Bank & Trust 401(k) Retirement PlanDakota Community Bank & Trus…$27MMattson & Co. 401(k) Savings PlanMattson & Co. 401(k) Savings…$27MFinzer Roller, Inc. Salary Savings PlanFinzer Roller, Inc. Salary S…$27MTherapy Brands 401(k) Plan$27M
End-of-year total assets ($M) among Plancorp, LLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN272717447
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plancorp, Inc.)

Sponsor-wide plan assets over time

All Plancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 4.7588706320925995% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.7M $22.7M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 111 $22M
2023 1 127 $27M
2024 1 130 $23M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Plancorp, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Plancorp, LLC Safe Harbor 401(k) Plan, Total assets ($B): 0.026907631 · Participants: 127Plancorp, LLC Safe Harbor 401(k) 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
Plancorp, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Plancorp, LLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Plancorp, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Dakota Community Bank & Trust 401(k) Retirement Plan in ND ($27M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Plancorp, LLC Safe Harbor 401(k) Plan assets move in 2023? ▼
Plancorp, LLC Safe Harbor 401(k) Plan grew sharply - up 24.0% during 2023, from $22M to $27M. Reported net income was $5M.
How have Plancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plancorp, Inc.'s sponsor-wide assets grew 4.8%, from $22M to $23M.
Where does Plancorp, LLC Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Plancorp, LLC Safe Harbor 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Plancorp, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dakota Community Bank & Trust 401(k) Retirement Plan in ND ($27M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Plancorp, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A 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 272717447.

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.