401(k) · DOL Form 5500 · 2023

Mosaic Health System 401(k) Plan

Data updated 2026-08-25

$413M
Total assets Above avg plan size
4,560
Participants Above avg headcount
97th
Percentile by assets National rank
$90,666
Avg per participant Below avg balance/head
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Official DOL plan name: Mosaic Health System 401(k) Retirement Plan · Sponsored by Mosaic Health System · Missouri · Healthcare & Social Assistance

$413M in assets, 4,560 participants

Mosaic Health System's Mosaic Health System 401(k) Retirement Plan reported $413M in total assets and 4,560 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,192 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Mosaic Health System 401(k) Retirement Plan covers 4,560 participants in Missouri, 6.2x the typical Missouri plan (state average ~737 per filing). Assets: $413M.

#17,192
in Healthcare & Social Assistance (17,684 peers)
+16.3%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Mosaic Health System 401(k) Retirement Plan's outsized position by total assets

Mosaic Health System 401(k) Retirement Plan vs every filed plan by assets

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

$413,434,867 Top 3% higher than 97% 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

Mosaic Health System 401(k) Retirement 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. Mosaic Health System 401(k) Retirement Plan lands in the large band (4,560 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mosaic Health System 401(k) Retirement Plan reported net income rose from -$54M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Mosaic Health System 401(k) Retirement Plan end-of-year assets rose from $356M in the plan year 2022 filing to $413M in the plan year 2023 filing.
  • Mosaic Health System 401(k) Retirement Plan reported participants rose from 4,449 in the plan year 2022 filing to 4,560 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431283316 · Mosaic Health System PY 2023 · 401(k)

Mosaic Health System 401(k) Retirement Plan · $413M · 4,560 · 97th

  • NET $413M
  • NET 4,560
  • NET 97th
  • NET 401(k)
  • NET near Guidewire Software Retirement Trust
  • NET ind #17192

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Mosaic Health System 401(k) Retirement Plan in the asset neighbourhood

Savings Plan of Pjm Interconnection, L.L.C.Savings Plan of Pjm Intercon…$414MIncyte Corporation 401(k) PlanIncyte Corporation 401(k) Pl…$414MMosaic Health System 401(k) Retirement PlanMosaic Health System 401(k) …$413MGuidewire Software Retirement TrustGuidewire Software Retiremen…$413MMatheson Tri-Gas, Inc. Savings PlanMatheson Tri-Gas, Inc. Savin…$413M
End-of-year total assets ($M) among Mosaic Health System 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$356M
Net Assets (End of Year)$413M
Net Income$58M
Employer EIN431283316
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mosaic Health System)

Sponsor-wide plan assets over time

All Mosaic Health System plans reported in each filing year

Latest sponsor-wide plan assets
$453M 27.452867625753484% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $356M $453M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 4,449 $356M
2023 1 4,560 $413M
2024 1 4,614 $453M

Nearby 401(k) Plans in Missouri

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

Mosaic Health System 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Mosaic Health System 401(k) Retirement Plan, Total assets ($B): 0.413434867 · Participants: 4560Mosaic Health System 401(k) Retirement 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
Mosaic Health System 401(k) Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Mosaic Health System 401(k) Retirement Plan side-by-side with 3 peers →

Mosaic Health System 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Guidewire Software Retirement Trust in CA ($413M); by covered participants it is Regis Hr Group 401(k) Plan in FL (4,559 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($413M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,560 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 Mosaic Health System 401(k) Retirement Plan assets move in 2023? ▼
Mosaic Health System 401(k) Retirement Plan grew sharply - up 16.3% during 2023, from $356M to $413M. Reported net income was $58M.
How have Mosaic Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosaic Health System's sponsor-wide assets grew 27.5%, from $356M to $453M.
Where does Mosaic Health System 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Mosaic Health System 401(k) Retirement Plan ranks in the 97th 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 Mosaic Health System 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guidewire Software Retirement Trust in CA ($413M, 1,708 participants).
Which 401(k) plans cover a similar participant headcount to Mosaic Health System 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Regis Hr Group 401(k) Plan in FL (4,559 participants, $88M 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 431283316.

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.