Other · DOL Form 5500 · 2023
Lester E. Cox Medical Centers Retirement Plan
Data updated 2026-08-25
- $836M
- Total assets Above avg plan size
- 12,220
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $68,420
- Avg per participant Below avg balance/head
Official DOL plan name: Cox Savings Incentive Plan · Sponsored by Lester E. Cox Medical Centers · Missouri · Healthcare & Social Assistance
$836M in assets, 12,220 participants
Lester E. Cox Medical Centers's Cox Savings Incentive Plan reported $836M in total assets and 12,220 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,428 in Healthcare & Social Assistance (17,684 peers)
Coverage in Missouri
Cox Savings Incentive Plan covers 12,220 participants in Missouri, 17x the typical Missouri plan (state average ~737 per filing). Assets: $836M.
- #17,428
- in Healthcare & Social Assistance (17,684 peers)
- +18.1%
- assets growth YoY
- 8.4×
- vs typical plan assets (national mean)
Cox Savings Incentive Plan's outsized position by total assets
Cox Savings Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$836,087,645 Top 2% higher than 98% 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
Cox Savings Incentive Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cox Savings Incentive Plan is a mega filing (12,220 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cox Savings Incentive Plan reported net income rose from -$116M in the plan year 2022 filing to $128M in the plan year 2023 filing.
- Cox Savings Incentive Plan end-of-year assets rose from $708M in the plan year 2022 filing to $836M in the plan year 2023 filing.
- Cox Savings Incentive Plan reported participants rose from 11,821 in the plan year 2022 filing to 12,220 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 440577118 · Lester E. Cox Medical Centers PY 2023 · Other
Cox Savings Incentive Plan · $836M · 12,220 · 98th
- ASSETS $836M
- ASSETS 12,220
- ASSETS 98th
- ASSETS Other
- ASSETS near Prisma Health 401(a) Plan
- ASSETS ind #17428
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 →
Cox Savings Incentive Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $708M |
|---|---|
| Net Assets (End of Year) | $836M |
| Net Income | $128M |
| Employer EIN | 440577118 |
| Plan Effective Date | 1996-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lester E. Cox Medical Centers)
Sponsor-wide plan assets over time
All Lester E. Cox Medical Centers plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 7.170715487004617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 14,008 | $1.1B |
| 2023 | 4 | 14,355 | $987M |
| 2024 | 2 | 13,289 | $1.1B |
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
- Bjc 403(b) Plan $448M · 5,284
- University Health 403(b) Plan $247M · 4,269
Scale composition for Cox Savings Incentive Plan
Cox Savings Incentive Plan reports $836M in end-of-year assets across 12,220 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $68,420 per participant (49% of the national average assets-per-participant) . Net income for plan year 2023 was $128M.
This plan identity (EIN 440577118, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $708M to $964M (+36.2%) while covered participants moved from 11,821 to 13,001 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,821 | $708M | Open filing |
| 2023 | 12,220 | $836M | This page |
| 2024 · index core | 13,001 | $964M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Cox Savings Incentive Plan (Other, $964M, 13,001 participants)
- Coxhealth 401(k) Plan (401(k), $183M, 288 participants)
Cox Savings Incentive Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Prisma Health 401(a) Plan in SC ($838M); by covered participants it is Yale University Retirement Account Plan in CT (12,259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($836M here).
- Prisma Health 401(a) Plan (SC) $838M · 21,235
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) $834M · 10,171
- El Camino Hospital 403(b) Retirement Plan (CA) $834M · 4,033
- Joint Annuity Fund Local 164 IBEW (NJ) $832M · 2,841
Similar participant headcount
Nearest other-state filings by covered participants (12,220 participants); asset peers above are excluded.
- Yale University Retirement Account Plan (CT) 12,259 · 39 off
- Baptist Health System, Inc. Matched Savings Plan (FL) 12,311 · 91 off
- Devereux Defined Contribution Retirement Plan (PA) 12,312 · 92 off
- Northwestern University Voluntary Savings Plan (IL) 12,335 · 115 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.