Other · DOL Form 5500 · 2023

The Whole Person Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
130
Participants Small participant base
31st
Percentile by assets National rank
$16,779
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403b Thrift Plan for the Whole Person Inc. · Sponsored by The Whole Person Inc. · Missouri · Healthcare & Social Assistance

$2M in assets, 130 participants

The Whole Person Inc.'s 403b Thrift Plan for the Whole Person Inc. reported $2M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,398 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

403b Thrift Plan for the Whole Person Inc. covers 130 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $2M.

#5,398
in Healthcare & Social Assistance (17,684 peers)
-6.9%
assets change YoY

The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403b Thrift Plan for the Whole Person Inc. among the smaller filed plans by assets

403b Thrift Plan for the Whole Person Inc. vs every filed plan by assets

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

$2,181,277 31st percentile higher than 31% 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

403b Thrift Plan for the Whole Person Inc. 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. 403b Thrift Plan for the Whole Person Inc. sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403b Thrift Plan for the Whole Person Inc. reported net income rose from -$620K in the plan year 2022 filing to -$161K in the plan year 2023 filing.
  • 403b Thrift Plan for the Whole Person Inc. reported participants fell from 144 in the plan year 2022 filing to 130 in the plan year 2023 filing.
  • 403b Thrift Plan for the Whole Person Inc. end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431157083 · The Whole Person Inc. PY 2023 · Other

403b Thrift Plan for the Whole Person Inc. · $2M · 130 · 31st

  • PCT $2M
  • EIN 130
  • RANK 31st
  • PHOTO Other
  • IND near Eliada Homes, Inc. Retirement Plan
  • EOY ind #5398

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 →

403b Thrift Plan for the Whole Person Inc. in the asset neighbourhood

Alliance Health, Inc. 403(b) PlanAlliance Health, Inc. 403(b)…$2MCandler Health System, Inc. Tax Deferred Plan for EmployeesCandler Health System, Inc. …$2M403b Thrift Plan for the Whole Person Inc.403b Thrift Plan for the Who…$2MEliada Homes, Inc. Retirement PlanEliada Homes, Inc. Retiremen…$2MThe Chicago Academy for the Arts Defined Contribution PlanThe Chicago Academy for the …$2M
End-of-year total assets ($M) among 403b Thrift Plan for the Whole Person Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$161K
Employer EIN431157083
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Whole Person Inc.)

Sponsor-wide plan assets over time

All The Whole Person Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.3902407786885247% vs 2022
2024 filing year
$2.15M$2.2M$2.25M$2.3M$2.35M$2.4M 202220232024 $2.34M $2.29M ▼ -2.1%
Year Plans Participants Total Assets
2022 1 144 $2M
2023 1 130 $2M
2024 1 183 $2M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

403b Thrift Plan for the Whole Person Inc. vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants 403b Thrift Plan for the Whole Person Inc., Total assets ($B): 0.002181277 · Participants: 130403b Thrift Plan for the Whole Person Inc.Washington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
403b Thrift Plan for the Whole Person Inc. vs. nearby Other plans in Missouri, assets vs. participants
Compare 403b Thrift Plan for the Whole Person Inc. side-by-side with 3 peers →

403b Thrift Plan for the Whole Person Inc.'s out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Eliada Homes, Inc. Retirement Plan in NC ($2M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 403b Thrift Plan for the Whole Person Inc. assets move in 2023? ▼
403b Thrift Plan for the Whole Person Inc. pulled back noticeably - down 6.9% during 2023, from $2M to $2M. Reported net income was -$161K.
How have The Whole Person Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Whole Person Inc.'s sponsor-wide assets declined 2.4%, from $2M to $2M.
Which Other plans are similar in size to 403b Thrift Plan for the Whole Person Inc.? ▼
Among Other plans in other states, the closest by assets is Eliada Homes, Inc. Retirement Plan in NC ($2M, 123 participants).
Which Other plans cover a similar participant headcount to 403b Thrift Plan for the Whole Person Inc.? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants, $38M 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 431157083.

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.