Money Purchase · DOL Form 5500 · 2023
Missouri Historical Society Pension Plan Money Purchase Plan
Data updated 2026-08-11
- $8M
- Total assets
- 155
- Participants
- 55th
- Percentile by assets
- $54,276
- Avg per participant
Official DOL plan name: Missouri Historical Society Pension Plan · Sponsored by Missouri Historical Society Pension Plan · Missouri · Arts, Entertainment & Recreation
$8M in assets, 155 participants
Missouri Historical Society Pension Plan's Missouri Historical Society Pension Plan reported $8M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- 55th percentile by assets (of 127,072 plans)
- #2,108 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Missouri
Missouri Historical Society Pension Plan covers 155 participants in Missouri, about 21% of the average Missouri filer (state average ~737 per filing). Assets: $8M.
- $8M
- total plan assets (2023 EOY)
- 155
- covered participants
- 55th
- percentile by assets (of 127,072 plans)
- $54,276
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Missouri Historical Society Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Missouri Historical Society Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Missouri Historical Society Pension Plan reported participants fell from 162 in the plan year 2022 filing to 155 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Missouri Historical Society Pension Plan reports 155 participants - about 21% of that state average ($8M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 430654866 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Missouri Historical Society Pension Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 364 | $18M |
| 2023 | 2 | 358 | $21M |
| 2024 | 2 | 356 | $24M |
Nearby Money Purchase Plans in Missouri
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Missouri Historical Society Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants
- Local No. 1 IBEW Pension Benefit Trust Fund $1.7B · 4,647
- NECA-IBEW Pension Benefit Trust Fund $917M · 3,999
- Saint Louis University Retirement Plan $709M · 2,863
- The Children's Mercy Hospital Retirement Plan $503M · 6,519
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $500M · 2,621
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Missouri Historical Society Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Missouri Historical Society Pension Plan assets move in 2023? ▼
How have Missouri Historical Society Pension Plan plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Missouri Historical Society Pension Plan? ▼
Next read for Missouri Historical Society Pension Plan
Filing takeaways
Ways to act on Missouri Historical Society Pension Plan's numbers.
- By total assets, Missouri Historical Society Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Missouri. Compare plans
- Missouri Historical Society Pension Plan's sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans