401(k) · DOL Form 5500 · 2023

Stifel Financial Corp. 401(k) Plan

Data updated 2026-08-25

$2.0B
Total assets Very large vs avg
8,353
Participants Very large workforce
99th
Percentile by assets National rank
$237,366
Avg per participant Above avg balance/head
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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.

  • #8,742 in Finance & Insurance (8,869 peers)

Coverage in Missouri

Stifel Financial Profit Sharing 401(k) Plan covers 8,353 participants in Missouri, 11x the typical Missouri plan (state average ~737 per filing). Assets: $2.0B.

#8,742
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY
20×
vs typical plan assets (national mean)

Stifel Financial Profit Sharing 401(k) Plan's outsized position by total assets

Stifel Financial Profit Sharing 401(k) Plan vs every filed plan by assets

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

$1,982,716,271 Top 1% higher than 99% 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

Stifel Financial Profit Sharing 401(k) 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. Stifel Financial Profit Sharing 401(k) Plan lands in the large band (8,353 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431273600 · Stifel Financial Corp. PY 2023 · 401(k)

Stifel Financial Profit Sharing 401(k) Plan · $2.0B · 8,353 · 99th

  • 5500 $2.0B
  • ASSETS 8,353
  • PCT 99th
  • EIN 401(k)
  • RANK near Campbell Soup Company 401(k) Retirement Plan
  • PHOTO ind #8742

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 →

Stifel Financial Profit Sharing 401(k) Plan in the asset neighbourhood

Stifel Financial Profit Sharing 401(k) PlanStifel Financial Profit Shar…$2.0BCampbell Soup Company 401(k) Retirement PlanCampbell Soup Company 401(k)…$2.0BTetra Tech, Inc. and Subsidiaries Retirement PlanTetra Tech, Inc. and Subsidi…$2.0BAir Liquide & Airgas 401(k) PlanAir Liquide & Airgas 401(k) …$2.0BGeneral Dynamics Corporation 401(k) Plan for Represented EmployeesGeneral Dynamics Corporation…$2.0B
End-of-year total assets ($B) among Stifel Financial Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$2.0B
Net Income$288M
Employer EIN431273600
Plan Effective Date1954-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Stifel Financial Corp.)

Sponsor-wide plan assets over time

All Stifel Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 37.11051595770812% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.69B $2.32B ▲ +37.3%
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 Scatter plot of 6 data points. 020000400006000080000 024681012 Total assets ($B) Participants Stifel Financial Profit Sharing 401(k) Plan, Total assets ($B): 1.982716271 · Participants: 8353Stifel Financial Profit Sharing 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
Stifel Financial Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Stifel Financial Profit Sharing 401(k) Plan side-by-side with 3 peers →

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 (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 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's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Campbell Soup Company 401(k) Retirement Plan in NJ ($2.0B); by covered participants it is Daimler Truck North America, L.L.C. Employee Retirement Savings Plan in OR (8,353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,353 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 Stifel Financial Profit Sharing 401(k) Plan assets move in 2023? ▼
Stifel Financial Profit Sharing 401(k) Plan grew sharply - up 17.2% during 2023, from $1.7B to $2.0B. Reported net income was $288M.
How have Stifel Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stifel Financial Corp.'s sponsor-wide assets grew 37.1%, from $1.7B to $2.3B.
Where does Stifel Financial Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Stifel Financial Profit Sharing 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Stifel Financial Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell Soup Company 401(k) Retirement Plan in NJ ($2.0B, 14,136 participants).
Which 401(k) plans cover a similar participant headcount to Stifel Financial Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daimler Truck North America, L.L.C. Employee Retirement Savings Plan in OR (8,353 participants, $2.4B 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 431273600.

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.