401(k) · DOL Form 5500 · 2023

Ferrell Companies,Inc 401(k) Plan

Data updated 2026-08-11

$233M
Total assets: 4,695
Participants: 95th
Percentile by assets: $49,545
Avg per participant

Official DOL plan name: Ferrell Companies, Inc. 401(k) Investment Plan · Sponsored by Ferrell Companies,Inc · Missouri · Retail Trade

$233M in assets, 4,695 participants

Ferrell Companies,Inc's Ferrell Companies, Inc. 401(k) Investment Plan reported $233M in total assets and 4,695 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)
#8,190 in Retail Trade (8,414 peers)

Coverage in Missouri

Ferrell Companies, Inc. 401(k) Investment Plan covers 4,695 participants in Missouri, 6.4x the typical Missouri plan (state average ~737 per filing). Assets: $233M.

$233M
total plan assets (2023 EOY): 4,695
covered participants: 95th
percentile by assets (of 127,072 plans): $49,545
avg assets per participant

Ferrell Companies, Inc. 401(k) Investment Plan reported net income rose from -$41M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Ferrell Companies, Inc. 401(k) Investment Plan end-of-year assets rose from $205M in the plan year 2022 filing to $233M in the plan year 2023 filing.
Ferrell Companies, Inc. 401(k) Investment Plan reported participants rose from 4,434 in the plan year 2022 filing to 4,695 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Missouri

Industry

Retail Trade

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Ferrell Companies, Inc. 401(k) Investment Plan reports 4,695 participants - 6.4x that state average ($233M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$205M
Net Assets (End of Year)	$233M
Net Income	$28M
Employer EIN	431688741
Plan Effective Date	1974-06-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Ferrell Companies,Inc)

Total plan assets by year, all Ferrell Companies,Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	7,738	$275M
2023	2	8,148	$307M
2024	2	8,119	$328M

Nearby 401(k) Plans in Missouri

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

Ferrell Companies, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Ferrell Companies, Inc. 401(k) Investmen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ferrell Companies, Inc. 401(k) Investment Plan by total assets, not by location.

Loomis 401(k) Pre-Tax Savings Plan (TX) $233M · 10,495
Brown Advisory 401(k) Plan (MD) $233M · 789
Genesee & Wyoming Inc. 401(k) Savings Plan (NY) $233M · 3,647
Leidos Biomedical Research, Inc. Employee Savings Plan (MD) $233M · 491

Frequently Asked Questions

How did Ferrell Companies, Inc. 401(k) Investment Plan assets move in 2023? ▼

Ferrell Companies, Inc. 401(k) Investment Plan grew at a solid clip - up 13.6% during 2023, from $205M to $233M. Reported net income was $28M.

How have Ferrell Companies,Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ferrell Companies,Inc's sponsor-wide assets grew 19.3%, from $275M to $328M.

Where does Ferrell Companies, Inc. 401(k) Investment Plan rank by assets among Form 5500 filers? ▼

Ferrell Companies, Inc. 401(k) Investment 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 Ferrell Companies, Inc. 401(k) Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Loomis 401(k) Pre-Tax Savings Plan in TX ($233M, 10,495 participants).

Next read for Ferrell Companies, Inc. 401(k) Investmen…

Filing takeaways

Ways to act on Ferrell Companies, Inc. 401(k) Investment Plan's numbers.

By total assets, Ferrell Companies, Inc. 401(k) Investment 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 Missouri. Compare plans
Ferrell Companies,Inc's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Retail Trade 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 431688741.