401(k) · DOL Form 5500 · 2023
Stifel Financial Corp. 401(k) Plan
Data updated 2026-08-06
- $2.0B
- Total assets
- 8,353
- Participants
- 99th
- Percentile by assets
- $237,366
- Avg per participant
Official DOL plan name: Stifel Financial Profit Sharing 401(k) Plan · Sponsored by Stifel Financial Corp. · Missouri · Finance & Insurance
$2.0B in assets, 8,353 participants
Stifel Financial Corp.'s Stifel Financial Profit Sharing 401(k) Plan reported $2.0B in total assets and 8,353 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #8,725 in Finance & Insurance (8,852 peers)
Coverage in Missouri
Stifel Financial Profit Sharing 401(k) Plan covers 8,353 participants in Missouri, 11x the typical Missouri plan (state average ~756 per filing). Assets: $2.0B.
- $2.0B
- total plan assets (2023 EOY)
- 8,353
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $237,366
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stifel Financial Profit Sharing 401(k) Plan reported net income rose from -$289M in the plan year 2022 filing to $288M in the plan year 2023 filing.
- Stifel Financial Profit Sharing 401(k) Plan end-of-year assets rose from $1.7B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
- Stifel Financial Profit Sharing 401(k) Plan reported participants rose from 8,005 in the plan year 2022 filing to 8,353 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Stifel Financial Profit Sharing 401(k) Plan reports 8,353 participants - 11x that state average ($2.0B EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $288M |
| Employer EIN | 431273600 |
| Plan Effective Date | 1954-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stifel Financial Corp.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,005 | $1.7B |
| 2023 | 1 | 8,353 | $2.0B |
| 2024 | 1 | 8,189 | $2.3B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Stifel Financial Profit Sharing 401(k) 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
Scale composition for Stifel Financial Profit Sharing 401(k) Plan
Stifel Financial Profit Sharing 401(k) Plan reports $2.0B in end-of-year assets across 8,353 participants (0.017% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 covered participants) - about $237,366 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $288M.
This plan identity (EIN 431273600, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.3B (+37.1%) while covered participants moved from 8,005 to 8,189 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,005 | $1.7B | Open filing |
| 2023 | 8,353 | $2.0B | This page |
| 2024 · index core | 8,189 | $2.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Stifel Financial Profit Sharing 401(k) Plan (401(k), $2.3B, 8,189 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Stifel Financial Profit Sharing 401(k) Plan by total assets, not by location.
- Campbell Soup Company 401(k) Retirement Plan (NJ) $2.0B · 14,136
- Tetra Tech, Inc. and Subsidiaries Retirement Plan (CA) $2.0B · 10,689
- Air Liquide & Airgas 401(k) Plan (TX) $2.0B · 17,298
- General Dynamics Corporation 401(k) Plan for Represented Employees (VA) $2.0B · 16,900
Frequently Asked Questions
How did Stifel Financial Profit Sharing 401(k) Plan assets move in 2023? ▼
How have Stifel Financial Corp. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Stifel Financial Profit Sharing 401(k) Plan's numbers.
- By total assets, Stifel Financial Profit Sharing 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Stifel Financial Corp.'s sponsor-wide assets have grown 37.1% since 2022 across 3 plan years on file. More Finance & Insurance plans