401(k) · DOL Form 5500 · 2023

Larson Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
179
Participants Small participant base
57th
Percentile by assets National rank
$52,064
Avg per participant Low balance/head
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Official DOL plan name: Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Larson Financial Group, LLC · Missouri · Finance & Insurance

$9M in assets, 179 participants

Larson Financial Group, LLC's Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,702 in Finance & Insurance (8,869 peers)

Coverage in Missouri

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust covers 179 participants in Missouri, about 24% of the average Missouri filer (state average ~737 per filing). Assets: $9M.

#3,702
in Finance & Insurance (8,869 peers)
+29.7%
assets growth YoY

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,319,443 Top 43% higher than 57% 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

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust 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. Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $685K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 147 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204773945 · Larson Financial Group, LLC PY 2023 · 401(k)

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust · $9M · 179 · 57th

  • EOY $9M
  • 5500 179
  • ASSETS 57th
  • PCT 401(k)
  • EIN near Hoveround Corporation 401(k) Plan
  • RANK ind #3702

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 →

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Larson Financial Group, LLC 401(k) Profit Sharing Plan and TrustLarson Financial Group, LLC …$9MHoveround Corporation 401(k) PlanHoveround Corporation 401(k)…$9MLexington Machining, LLC Retirement PlanLexington Machining, LLC Ret…$9MMet One Instruments, Inc. Consolidated Profit Sharing PlanMet One Instruments, Inc. Co…$9MDrake Precision Dental Lab Inc 401(k) PlanDrake Precision Dental Lab I…$9M
End-of-year total assets ($M) among Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN204773945
Plan Effective Date2011-04-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Larson Financial Group, LLC)

Sponsor-wide plan assets over time

All Larson Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 69.23593371642703% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.19M $12.2M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 147 $7M
2023 1 179 $9M
2024 1 202 $12M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009319443 · Participants: 179Larson Financial Group, LLC 401(k) Profit Sharing Plan and TrustEdward 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
Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Hoveround Corporation 401(k) Plan in FL ($9M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 29.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have Larson Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larson Financial Group, LLC's sponsor-wide assets grew 69.2%, from $7M to $12M.
Which 401(k) plans are similar in size to Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hoveround Corporation 401(k) Plan in FL ($9M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 204773945.

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.