Money Purchase · DOL Form 5500 · 2023

Missouri Historical Society Pension Plan Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
155
Participants Small participant base
55th
Percentile by assets National rank
$54,276
Avg per participant Low balance/head
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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.

  • #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.

#2,108
in Arts, Entertainment & Recreation (2,945 peers)
+15.3%
assets growth YoY

Missouri Historical Society Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Missouri Historical Society Pension Plan vs every filed plan by assets

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

$8,412,821 Top 45% higher than 55% 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

Missouri Historical Society Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Missouri Historical Society Pension Plan sits mid-pack in the medium band (155 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430654866 · Missouri Historical Society Pension Plan PY 2023 · Money Purchase

Missouri Historical Society Pension Plan · $8M · 155 · 55th

  • SCH $8M
  • SCH 155
  • SCH 55th
  • SCH Money Purchase
  • SCH near United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan
  • SCH ind #2108

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 Arts, Entertainment & Recreation retirement plans → · Plans in Missouri →

Missouri Historical Society Pension Plan in the asset neighbourhood

Lucas Limited Money Purchase Pension PlanLucas Limited Money Purchase…$8MUnited Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension PlanUnited Cerebral Palsy Associ…$8MMissouri Historical Society Pension PlanMissouri Historical Society …$8MTilesetters and Finishers of Northern Califor Nia Joint Supplemental PlanTilesetters and Finishers of…$8MMomentous Institute Retirement PlanMomentous Institute Retireme…$8M
End-of-year total assets ($M) among Missouri Historical Society Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN430654866
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Missouri Historical Society Pension Plan)

Sponsor-wide plan assets over time

All Missouri Historical Society Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.09350994773045% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $17.6M $24.3M ▲ +38.1%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Missouri Historical Society Pension Plan, Total assets ($B): 0.008412821 · Participants: 155Missouri Historical Society Pension PlanLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.691580617 · Participants: 4647Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.917217645 · Participants: 3999NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.708895214 · Participants: 2863Saint Louis University Retirement PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.503089354 · Participants: 6519The Children's Mercy Hospital Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.499683062 · Participants: 2621Brewery Conference/Anheuser-Busch Defined Contribution Plan
Missouri Historical Society Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Missouri Historical Society Pension Plan side-by-side with 3 peers →

Missouri Historical Society Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY ($8M); by covered participants it is American Academy of Dermatology, Inc. Pension Plan in IL (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Missouri Historical Society Pension Plan assets move in 2023? ▼
Missouri Historical Society Pension Plan grew sharply - up 15.3% during 2023, from $7M to $8M. Reported net income was $1M.
How have Missouri Historical Society Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Missouri Historical Society Pension Plan's sponsor-wide assets grew 38.1%, from $18M to $24M.
Which Money Purchase plans are similar in size to Missouri Historical Society Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY ($8M, 361 participants).
Which Money Purchase plans cover a similar participant headcount to Missouri Historical Society Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is American Academy of Dermatology, Inc. Pension Plan in IL (155 participants, $18M 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 430654866.

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.