401(k)
2023 plan-year 401(k) DOL Form 5500

Coxhealth 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lester E. Cox Medical Centers · Missouri · Healthcare & Social Assistance

What the 2023 filing shows

Coxhealth 401(k) Plan holds $150M for 283 participants — about $531,550 per participant, up 25.7% over the 2023 plan year.

$150M
total plan assets (2023 EOY)
283
covered participants
$531,550
avg assets per participant
+25.7%
assets growth YoY
Total Assets (2023)
$150M
Participants
283
State
Industry
Healthcare & Social Assistance

What the Filing Says About Coxhealth 401(k) Plan

Coxhealth 401(k) Plan is a 401(k) retirement plan sponsored by Lester E. Cox Medical Centers, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $150M in total end-of-year assets and covers 283 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 440577118, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $120M at the beginning of 2023 to $150M at year-end — a gain of 25.7%. Net assets (after liabilities) closed the year at $150M, with reported net income of $30M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$120M
Total Assets (End of Year)$150M
Net Assets (End of Year)$150M
Net Income$30M
Plan Type401(k)
Employer EIN440577118
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lester E. Cox Medical Centers)

Year Plans Participants Total Assets
2022 4 14,008 $1.1B
2023 4 14,355 $987M
2024 2 13,289 $1.1B

Nearby 401(k) Plans in Missouri

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

Frequently Asked Questions

How much money is in the Coxhealth 401(k) Plan?
As of the 2023 Form 5500 filing, Coxhealth 401(k) Plan holds $150M in total assets with 283 participants. It is sponsored by Lester E. Cox Medical Centers.
What type of plan is Coxhealth 401(k) Plan?
Coxhealth 401(k) Plan is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 440577118.
Who sponsors the Coxhealth 401(k) Plan?
Coxhealth 401(k) Plan is sponsored by Lester E. Cox Medical Centers, located in Missouri. The sponsor's EIN is 440577118 and the plan operates in the Healthcare & Social Assistance industry.
How did Coxhealth 401(k) Plan perform in 2023?
Coxhealth 401(k) Plan grew by 25.7% during 2023, moving from $120M to $150M in total assets. Net income was $30M.
Where can I find official filings for Coxhealth 401(k) Plan?
Official Form 5500 filings for Coxhealth 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 440577118 or plan name at efast.dol.gov.
How does Coxhealth 401(k) Plan compare to other plans?
You can compare Coxhealth 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 440577118.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.