401(k) · DOL Form 5500 · 2023

Moneta Group LLC 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
454
Participants Below avg headcount
92nd
Percentile by assets National rank
$267,747
Avg per participant High balance/head
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Official DOL plan name: Moneta Group Salary Savings Plan · Sponsored by Moneta Group LLC · Missouri · Finance & Insurance

$122M in assets, 454 participants

Moneta Group LLC's Moneta Group Salary Savings Plan reported $122M in total assets and 454 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,836 in Finance & Insurance (8,869 peers)

Where Moneta Group Salary Savings Plan sits by assets

Moneta Group Salary Savings Plan sits in the top 10% of all filed plans by assets, $122M for 454 participants (~$267,747/participant), up 29.8% in 2023.

#7,836
in Finance & Insurance (8,869 peers)
+29.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Moneta Group Salary Savings Plan's outsized position by total assets

Moneta Group Salary Savings Plan vs every filed plan by assets

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

$121,557,183 Top 8% higher than 92% 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

Moneta Group Salary Savings 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. Moneta Group Salary Savings Plan sits mid-pack in the medium band (454 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moneta Group Salary Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Moneta Group Salary Savings Plan end-of-year assets rose from $94M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Moneta Group Salary Savings Plan reported participants rose from 421 in the plan year 2022 filing to 454 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201903821 · Moneta Group LLC PY 2023 · 401(k)

Moneta Group Salary Savings Plan · $122M · 454 · 92nd

  • EBSA $122M
  • PART 454
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Hill International, Inc. 401(k) Retirement Savings
  • VS-ST ind #7836

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 →

Moneta Group Salary Savings Plan in the asset neighbourhood

Eliassen Group, LLC 401(k) PlanEliassen Group, LLC 401(k) P…$122MAppfolio, Inc. 401(k) Plan$122MMoneta Group Salary Savings PlanMoneta Group Salary Savings …$122MHill International, Inc. 401(k) Retirement SavingsHill International, Inc. 401…$122MDmg Mori 401(k) & Profit Sharing PlanDmg Mori 401(k) & Profit Sha…$121M
End-of-year total assets ($M) among Moneta Group Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$122M
Net Income$28M
Employer EIN201903821
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moneta Group LLC)

Sponsor-wide plan assets over time

All Moneta Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$144M 53.82594621459425% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $93.6M $144M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 421 $94M
2023 1 454 $122M
2024 1 491 $144M

Nearby 401(k) Plans in Missouri

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

Moneta Group Salary Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Moneta Group Salary Savings Plan, Total assets ($B): 0.121557183 · Participants: 454Moneta Group Salary Savings 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
Moneta Group Salary Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Moneta Group Salary Savings Plan side-by-side with 3 peers →

Moneta Group Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Hill International, Inc. 401(k) Retirement Savings in PA ($122M); by covered participants it is Farmers National Bank 401(k) Retirement Savings Plan in OH (454 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (454 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 Moneta Group Salary Savings Plan assets move in 2023? ▼
Moneta Group Salary Savings Plan grew sharply - up 29.8% during 2023, from $94M to $122M. Reported net income was $28M.
How have Moneta Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moneta Group LLC's sponsor-wide assets grew 53.8%, from $94M to $144M.
Where does Moneta Group Salary Savings Plan rank by assets among Form 5500 filers? ▼
Moneta Group Salary Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Moneta Group Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hill International, Inc. 401(k) Retirement Savings in PA ($122M, 852 participants).
Which 401(k) plans cover a similar participant headcount to Moneta Group Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers National Bank 401(k) Retirement Savings Plan in OH (454 participants, $60M 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 201903821.

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.