401(k) · DOL Form 5500 · 2023
Stonex Group Inc. 401(k) Plan
Data updated 2026-08-11
- $266M
- Total assets
- 1,711
- Participants
- 96th
- Percentile by assets
- $155,220
- Avg per participant
Official DOL plan name: Stonex Group Inc. 401(k) Plan · Sponsored by Stonex Group Inc. · Missouri · Finance & Insurance
$266M in assets, 1,711 participants
Stonex Group Inc.'s Stonex Group Inc. 401(k) Plan reported $266M in total assets and 1,711 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,250 in Finance & Insurance (8,869 peers)
Coverage in Missouri
Stonex Group Inc. 401(k) Plan covers 1,711 participants in Missouri, 2.3x the typical Missouri plan (state average ~737 per filing). Assets: $266M.
- $266M
- total plan assets (2023 EOY)
- 1,711
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $155,220
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stonex Group Inc. 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Stonex Group Inc. 401(k) Plan end-of-year assets rose from $213M in the plan year 2022 filing to $266M in the plan year 2023 filing.
- Stonex Group Inc. 401(k) Plan reported participants rose from 1,580 in the plan year 2022 filing to 1,711 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Stonex Group Inc. 401(k) Plan reports 1,711 participants - 2.3x that state average ($266M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $266M |
| Net Income | $52M |
| Employer EIN | 592921318 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stonex Group Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,580 | $213M |
| 2023 | 1 | 1,711 | $266M |
| 2024 | 1 | 1,843 | $309M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Stonex Group Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Stonex Group Inc. 401(k) Plan by total assets, not by location.
- Genesiscare USA, Inc. Profit Sharing 401(k) Retirement Plan (FL) $266M · 2,813
- National Heritage Academies, Inc. Retirement Savings Plan (MI) $265M · 6,534
- Public Consulting Group LLC 401(k) Profit Sharing Plan (MA) $265M · 2,859
- Patterson-Uti Energy, Inc. 401(k) Profit Sharing Plan (TX) $266M · 6,304
Frequently Asked Questions
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Next read for Stonex Group Inc. 401(k) Plan
Filing takeaways
Ways to act on Stonex Group Inc. 401(k) Plan's numbers.
- By total assets, Stonex Group Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Stonex Group Inc.'s sponsor-wide assets have grown 44.9% since 2022 across 3 plan years on file. More Finance & Insurance plans