401(k) · DOL Form 5500 · 2023

Ferrell Companies,Inc 401(k) Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size
4,695
Participants Above avg headcount
95th
Percentile by assets National rank
$49,545
Avg per participant Low balance/head
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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.

  • #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.

#8,190
in Retail Trade (8,414 peers)
+13.6%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Ferrell Companies, Inc. 401(k) Investment Plan's outsized position by total assets

Ferrell Companies, Inc. 401(k) Investment Plan vs every filed plan by assets

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

$232,615,783 Top 5% higher than 95% 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

Ferrell Companies, Inc. 401(k) Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ferrell Companies, Inc. 401(k) Investment Plan lands in the large band (4,695 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 431688741 · Ferrell Companies,Inc PY 2023 · 401(k)

Ferrell Companies, Inc. 401(k) Investment Plan · $233M · 4,695 · 95th

  • RANK $233M
  • RANK 4,695
  • RANK 95th
  • RANK 401(k)
  • RANK near Loomis 401(k) Pre-Tax Savings Plan
  • RANK ind #8190

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 Retail Trade retirement plans → · Plans in Missouri →

Ferrell Companies, Inc. 401(k) Investment Plan in the asset neighbourhood

Leidos Biomedical Research, Inc. Employee Savings PlanLeidos Biomedical Research, …$233MGenesee & Wyoming Inc. 401(k) Savings PlanGenesee & Wyoming Inc. 401(k…$233MFerrell Companies, Inc. 401(k) Investment PlanFerrell Companies, Inc. 401(…$233MLoomis 401(k) Pre-Tax Savings PlanLoomis 401(k) Pre-Tax Saving…$233MBrown Advisory 401(k) Plan$233M
End-of-year total assets ($M) among Ferrell Companies, Inc. 401(k) Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$233M
Net Income$28M
Employer EIN431688741
Plan Effective Date1974-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferrell Companies,Inc)

Sponsor-wide plan assets over time

All Ferrell Companies,Inc plans reported in each filing year

Latest sponsor-wide plan assets
$328M 19.288253426121383% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $275M $328M ▲ +19.3%
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 Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Ferrell Companies, Inc. 401(k) Investment Plan, Total assets ($B): 0.232615783 · Participants: 4695Ferrell Companies, Inc. 401(k) Investment 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
Ferrell Companies, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ferrell Companies, Inc. 401(k) Investment Plan side-by-side with 3 peers →

Ferrell Companies, Inc. 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Loomis 401(k) Pre-Tax Savings Plan in TX ($233M); by covered participants it is Surgery Partners 401(k) Plan in TN (4,696 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($233M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,695 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 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).
Which 401(k) plans cover a similar participant headcount to Ferrell Companies, Inc. 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgery Partners 401(k) Plan in TN (4,696 participants, $315M 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 431688741.

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.