401(k) · DOL Form 5500 · 2023

Stonex Group Inc. 401(k) Plan

Data updated 2026-08-25

$266M
Total assets Near avg plan size
1,711
Participants Near avg headcount
96th
Percentile by assets National rank
$155,220
Avg per participant Above avg balance/head
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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.

  • #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.

#8,250
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Stonex Group Inc. 401(k) Plan's outsized position by total assets

Stonex Group Inc. 401(k) Plan vs every filed plan by assets

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

$265,581,419 Top 4% higher than 96% 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

Stonex Group Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stonex Group Inc. 401(k) Plan lands in the large band (1,711 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592921318 · Stonex Group Inc. PY 2023 · 401(k)

Stonex Group Inc. 401(k) Plan · $266M · 1,711 · 96th

  • EOY $266M
  • 5500 1,711
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Genesiscare USA, Inc. Profit Sharing 401(k) Retirement Plan
  • RANK ind #8250

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 →

Stonex Group Inc. 401(k) Plan in the asset neighbourhood

Patterson-Uti Energy, Inc. 401(k) Profit Sharing PlanPatterson-Uti Energy, Inc. 4…$266MGenesiscare USA, Inc. Profit Sharing 401(k) Retirement PlanGenesiscare USA, Inc. Profit…$266MStonex Group Inc. 401(k) Plan$266MNational Heritage Academies, Inc. Retirement Savings PlanNational Heritage Academies,…$265MPublic Consulting Group LLC 401(k) Profit Sharing PlanPublic Consulting Group LLC …$265M
End-of-year total assets ($M) among Stonex Group Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$213M
Net Assets (End of Year)$266M
Net Income$52M
Employer EIN592921318
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonex Group Inc.)

Sponsor-wide plan assets over time

All Stonex Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$309M 44.94856303960531% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $213M $309M ▲ +44.9%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Stonex Group Inc. 401(k) Plan, Total assets ($B): 0.265581419 · Participants: 1711Stonex Group Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Stonex Group Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Stonex Group Inc. 401(k) Plan side-by-side with 3 peers →

Stonex Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Genesiscare USA, Inc. Profit Sharing 401(k) Retirement Plan in FL ($266M); by covered participants it is Automotive Parts Headquarters, Inc. 401(k) Plan and Trust in MN (1,711 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,711 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 Stonex Group Inc. 401(k) Plan assets move in 2023? ▼
Stonex Group Inc. 401(k) Plan grew sharply - up 24.5% during 2023, from $213M to $266M. Reported net income was $52M.
How have Stonex Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonex Group Inc.'s sponsor-wide assets grew 44.9%, from $213M to $309M.
Where does Stonex Group Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Stonex Group Inc. 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Stonex Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genesiscare USA, Inc. Profit Sharing 401(k) Retirement Plan in FL ($266M, 2,813 participants).
Which 401(k) plans cover a similar participant headcount to Stonex Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Automotive Parts Headquarters, Inc. 401(k) Plan and Trust in MN (1,711 participants, $44M 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 592921318.

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.