Other · DOL Form 5500 · 2023
Missouri Historical Society Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $61,064
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan for Employees of Missouri Historical Society · Sponsored by Missouri Historical Society · Missouri · Arts, Entertainment & Recreation
$12M in assets, 203 participants
Missouri Historical Society's Tax Deferred Annuity Plan for Employees of Missouri Historical Society reported $12M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #2,280 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Missouri
Tax Deferred Annuity Plan for Employees of Missouri Historical Society covers 203 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $12M.
- #2,280
- in Arts, Entertainment & Recreation (2,945 peers)
- +20.8%
- assets growth YoY
Tax Deferred Annuity Plan for Employees of Missouri Historical Society's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Tax Deferred Annuity Plan for Employees of Missouri Historical Society vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,396,004 Top 37% higher than 63% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tax Deferred Annuity Plan for Employees of Missouri Historical Society 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. Tax Deferred Annuity Plan for Employees of Missouri Historical Society sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax Deferred Annuity Plan for Employees of Missouri Historical Society reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Tax Deferred Annuity Plan for Employees of Missouri Historical Society end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
DOL schedule card
Filing strip 430654866 · Missouri Historical Society PY 2023 · Other
Tax Deferred Annuity Plan for Employees of Missouri Historical Society · $12M · 203 · 63rd
- VS-ST $12M
- VS-ST 203
- VS-ST 63rd
- VS-ST Other
- VS-ST near Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan
- VS-ST ind #2280
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 →
Tax Deferred Annuity Plan for Employees of Missouri Historical Society in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 430654866 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Missouri Historical Society)
Sponsor-wide plan assets over time
All Missouri Historical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 38.09350994773045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 364 | $18M |
| 2023 | 2 | 358 | $21M |
| 2024 | 2 | 356 | $24M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
Tax Deferred Annuity Plan for Employees of Missouri Historical Society's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA ($12M); by covered participants it is Groton School 403(b) Defined Contribution Retirement Plan in MA (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
- Groton School 403(b) Defined Contribution Retirement Plan (MA) 203 · 0 off
- Community Medical Center Inc. Tax Deferred Annuity Plan (NE) 203 · 0 off
- Csl 403(b) Plan (AL) 203 · 0 off
- Primary Care Providers for a Healthy Feliciana 403 (LA) 203 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.