401(k) · DOL Form 5500 · 2024
Creative Planning LLC 401(k) Plan
Data updated 2026-08-25
- $270M
- Total assets Near avg plan size
- 2,098
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $128,503
- Avg per participant Near avg balance/head
Official DOL plan name: Creative Planning Companies Employer Retirement Contribution Plan · Sponsored by Creative Planning LLC · Kansas · Finance & Insurance
$270M in assets, 2,098 participants
Creative Planning LLC's Creative Planning Companies Employer Retirement Contribution Plan reported $270M in total assets and 2,098 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,906 in Finance & Insurance (8,549 peers)
Coverage in Kansas
Creative Planning Companies Employer Retirement Contribution Plan covers 2,098 participants in Kansas, 5.8x the typical Kansas plan (state average ~360 per filing). Assets: $270M.
- #7,906
- in Finance & Insurance (8,549 peers)
- +35.3%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Creative Planning Companies Employer Retirement Contribution Plan's outsized position by total assets
Creative Planning Companies Employer Retirement Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$269,600,301 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Creative Planning Companies Employer Retirement Contribution Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Creative Planning Companies Employer Retirement Contribution Plan lands in the large band (2,098 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Creative Planning Companies Employer Retirement Contribution Plan reported participants rose from 1,416 in the plan year 2023 filing to 2,098 in the plan year 2024 filing.
- Creative Planning Companies Employer Retirement Contribution Plan end-of-year assets rose from $199M in the plan year 2023 filing to $270M in the plan year 2024 filing.
- Creative Planning Companies Employer Retirement Contribution Plan reported net income fell from $95M in the plan year 2023 filing to $70M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431270780 · Creative Planning LLC PY 2024 · 401(k)
Creative Planning Companies Employer Retirement Contribution Plan · $270M · 2,098 · 95th
- PCT $270M
- EIN 2,098
- RANK 95th
- PHOTO 401(k)
- IND near Wheels, LLC Retirement Savings Plan
- EOY ind #7906
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 Kansas →
Creative Planning Companies Employer Retirement Contribution Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $270M |
| Net Income | $70M |
| Employer EIN | 431270780 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Creative Planning LLC)
Sponsor-wide plan assets over time
All Creative Planning LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $270M 159.08394132543296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,121 | $104M |
| 2023 | 1 | 1,416 | $199M |
| 2024 | 1 | 2,098 | $270M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
Creative Planning Companies Employer Retirement Contribution Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Wheels, LLC Retirement Savings Plan in IL ($270M); by covered participants it is Mcwane Hourly 401(k) Retirement Plan in AL (2,098 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270M here).
- Wheels, LLC Retirement Savings Plan (IL) $270M · 1,204
- The Colony Group, LLC 401(k) Profit Sharing Plan (MA) $269M · 370
- Osi Systems, Inc. 401(k) Savings Plan (CA) $270M · 1,644
- Swbg, LLC 401(k) Plan (FL) $269M · 13,883
Similar participant headcount
Nearest other-state filings by covered participants (2,098 participants); asset peers above are excluded.
- Mcwane Hourly 401(k) Retirement Plan (AL) 2,098 · 0 off
- Img Academy 401(k) Plan (FL) 2,098 · 0 off
- Partner Solutions Multiple Employer Plan (MI) 2,098 · 0 off
- Security 401(k) Profit-Sharing and Savings Plan (SC) 2,097 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.