Defined Benefit (Pension) · DOL Form 5500 · 2023
Kansas City Life Insurance Company Pension Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 176
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $815,091
- Avg per participant High balance/head
Official DOL plan name: Kansas City Life Insurance Company Cash Balance Pension Plan · Sponsored by Kansas City Life Insurance Company · Missouri · Finance & Insurance
$143M in assets, 176 participants
Kansas City Life Insurance Company's Kansas City Life Insurance Company Cash Balance Pension Plan reported $143M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,939 in Finance & Insurance (8,869 peers)
Coverage in Missouri
Kansas City Life Insurance Company Cash Balance Pension Plan covers 176 participants in Missouri, about 24% of the average Missouri filer (state average ~737 per filing). Assets: $143M.
- #7,939
- in Finance & Insurance (8,869 peers)
- +5.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Kansas City Life Insurance Company Cash Balance Pension Plan's outsized position by total assets
Kansas City Life Insurance Company Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$143,456,000 Top 7% higher than 93% 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
Kansas City Life Insurance Company Cash Balance 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. Kansas City Life Insurance Company Cash Balance Pension Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kansas City Life Insurance Company Cash Balance Pension Plan reported net income rose from -$36M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Kansas City Life Insurance Company Cash Balance Pension Plan reported participants fell from 197 in the plan year 2022 filing to 176 in the plan year 2023 filing.
- Kansas City Life Insurance Company Cash Balance Pension Plan end-of-year assets rose from $136M in the plan year 2022 filing to $143M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 440308260 · Kansas City Life Insurance Company PY 2023 · Defined Benefit (Pension)
Kansas City Life Insurance Company Cash Balance Pension Plan · $143M · 176 · 93rd
- EIN $143M
- RANK 176
- PHOTO 93rd
- IND Defined Benefit (Pension)
- EOY near Sisecam US Pension Plan
- 5500 ind #7939
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 Finance & Insurance retirement plans → · Plans in Missouri →
Kansas City Life Insurance Company Cash Balance Pension Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $8M |
| Employer EIN | 440308260 |
| Plan Effective Date | 1951-10-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kansas City Life Insurance Company)
Sponsor-wide plan assets over time
All Kansas City Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $264M 9.188332594454474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 649 | $242M |
| 2023 | 2 | 618 | $256M |
| 2024 | 2 | 600 | $264M |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Co-Op Retirement Plan $3.5B · 14,993
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
Kansas City Life Insurance Company Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Sisecam US Pension Plan in GA ($143M); by covered participants it is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Sisecam US Pension Plan (GA) $143M · 58
- Plumbers & Steamfitters Local 43 Pension Fund (TN) $143M · 690
- Idaho Operating Engineers Employers Pension Plan (WA) $143M · 413
- Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan (MA) $144M · 1,635
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Pension Fund of Stage Employees Local 4 Iatse (NJ) 176 · 0 off
- Southern Oregon Orthopedics, Inc. Cash Balance Plan (OR) 176 · 0 off
- Mtm/Mata Employee Benefits Plan (TN) 176 · 0 off
- Guthrie Retirement Plan (PA) 176 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.