Defined Benefit (Pension) · DOL Form 5500 · 2023

Evergy, Inc. Pension Plan

Data updated 2026-08-25

$201M
Total assets Near avg plan size
1,112
Participants Near avg headcount
95th
Percentile by assets National rank
$180,754
Avg per participant Above avg balance/head
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Official DOL plan name: Evergy, Inc. Joint Trusteed Retirement Plan · Sponsored by Evergy, Inc. · Missouri · Utilities

$201M in assets, 1,112 participants

Evergy, Inc.'s Evergy, Inc. Joint Trusteed Retirement Plan reported $201M in total assets and 1,112 participants in its 2023 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.

  • #519 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Evergy, Inc. Joint Trusteed Retirement Plan ranks #519 of 721 2023 filers by assets (267% of the sector average)-$201M for 1,112 participants.

#519
in Utilities (721 peers)
+17.7%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Evergy, Inc. Joint Trusteed Retirement Plan's outsized position by total assets

Evergy, Inc. Joint Trusteed Retirement Plan vs every filed plan by assets

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

$200,998,996 Top 5% higher than 95% 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

Evergy, Inc. Joint Trusteed Retirement 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. Evergy, Inc. Joint Trusteed Retirement Plan lands in the large band (1,112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergy, Inc. Joint Trusteed Retirement Plan reported net income rose from -$64M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Evergy, Inc. Joint Trusteed Retirement Plan end-of-year assets rose from $171M in the plan year 2022 filing to $201M in the plan year 2023 filing.
  • Evergy, Inc. Joint Trusteed Retirement Plan reported participants fell from 1,209 in the plan year 2022 filing to 1,112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822733395 · Evergy, Inc. PY 2023 · Defined Benefit (Pension)

Evergy, Inc. Joint Trusteed Retirement Plan · $201M · 1,112 · 95th

  • BOOK $201M
  • BOOK 1,112
  • BOOK 95th
  • BOOK Defined Benefit (Pension)
  • BOOK near Pension Plan for Employees of Broadcast Music Inc
  • BOOK ind #519

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 Utilities retirement plans → · Plans in Missouri →

Evergy, Inc. Joint Trusteed Retirement Plan in the asset neighbourhood

Pension Plan for Employees of Broadcast Music IncPension Plan for Employees o…$201MEvergy, Inc. Joint Trusteed Retirement PlanEvergy, Inc. Joint Trusteed …$201MRochester Laborers Pension FundRochester Laborers Pension F…$201MIBEW Local 716 Pension Plan$201MMaster Lock Pension Plan$201M
End-of-year total assets ($M) among Evergy, Inc. Joint Trusteed Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$201M
Net Income$30M
Employer EIN822733395
Plan Effective Date1931-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergy, Inc.)

Sponsor-wide plan assets over time

All Evergy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 20.51316138561588% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.47B $2.97B ▲ +20.2%
Year Plans Participants Total Assets
2022 3 9,083 $2.5B
2023 3 8,318 $2.7B
2024 3 8,586 $3.0B

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Evergy, Inc. Joint Trusteed Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Evergy, Inc. Joint Trusteed Retirement Plan, Total assets ($B): 0.200998996 · Participants: 1112Evergy, Inc. Joint Trusteed Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Evergy, Inc. Joint Trusteed Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Evergy, Inc. Joint Trusteed Retirement Plan side-by-side with 3 peers →

Evergy, Inc. Joint Trusteed Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Broadcast Music Inc in TN ($201M); by covered participants it is Ppg Industries, Inc. Retirement Plan C in PA (1,113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($201M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,112 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 Evergy, Inc. Joint Trusteed Retirement Plan assets move in 2023? ▼
Evergy, Inc. Joint Trusteed Retirement Plan grew sharply - up 17.7% during 2023, from $171M to $201M. Reported net income was $30M.
How have Evergy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergy, Inc.'s sponsor-wide assets grew 20.5%, from $2.5B to $3.0B.
Where does Evergy, Inc. Joint Trusteed Retirement Plan rank by assets among Form 5500 filers? ▼
Evergy, Inc. Joint Trusteed Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Evergy, Inc. Joint Trusteed Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Broadcast Music Inc in TN ($201M, 222 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Evergy, Inc. Joint Trusteed Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ppg Industries, Inc. Retirement Plan C in PA (1,113 participants, N/A 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 822733395.

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.