Defined Benefit (Pension) · DOL Form 5500 · 2023

Evergy, Inc. Pension Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
2,763
Participants Above avg headcount
99th
Percentile by assets National rank
$419,887
Avg per participant High balance/head
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Official DOL plan name: Evergy, Inc. Retirement Plan · Sponsored by Evergy, Inc. · Missouri · Utilities

$1.2B in assets, 2,763 participants

Evergy, Inc.'s Evergy, Inc. Retirement Plan reported $1.2B in total assets and 2,763 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #650 in Utilities (721 peers)

Coverage in Missouri

Evergy, Inc. Retirement Plan covers 2,763 participants in Missouri, 3.7x the typical Missouri plan (state average ~737 per filing). Assets: $1.2B.

#650
in Utilities (721 peers)
+11.2%
assets growth YoY
12×
vs typical plan assets (national mean)

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

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

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

$1,160,147,216 Top 1% higher than 99% 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. 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. Retirement Plan lands in the large band (2,763 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evergy, Inc. Retirement Plan reported net income rose from -$144M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Evergy, Inc. Retirement Plan end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • Evergy, Inc. Retirement Plan reported participants fell from 2,979 in the plan year 2022 filing to 2,763 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Evergy, Inc. Retirement Plan · $1.2B · 2,763 · 99th

  • SCH $1.2B
  • SCH 2,763
  • SCH 99th
  • SCH Defined Benefit (Pension)
  • SCH near Procter & Gamble Master Retirement Plan
  • SCH ind #650

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. Retirement Plan in the asset neighbourhood

Evergy, Inc. Retirement Plan$1.2BProcter & Gamble Master Retirement PlanProcter & Gamble Master Reti…$1.2BChicago Painters and Decorators Pension FundChicago Painters and Decorat…$1.2BAlaska Airlines, Inc., Fixed Income Retirement Plan for PilotsAlaska Airlines, Inc., Fixed…$1.2BGeorgia-Pacific LLC Salaried Pension PlanGeorgia-Pacific LLC Salaried…$1.2B
End-of-year total assets ($B) among Evergy, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.2B
Net Income$116M
Employer EIN822733395
Plan Effective Date1956-07-01
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. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0246810 Total assets ($B) Participants Evergy, Inc. Retirement Plan, Total assets ($B): 1.160147216 · Participants: 2763Evergy, Inc. 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. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Evergy, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Procter & Gamble Master Retirement Plan in OH ($1.2B); by covered participants it is Ufcw Local 23 & Giant Eagle Pension Fund in PA (2,763 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,763 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. Retirement Plan assets move in 2023? ▼
Evergy, Inc. Retirement Plan grew at a solid clip - up 11.2% during 2023, from $1.0B to $1.2B. Reported net income was $116M.
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. Retirement Plan rank by assets among Form 5500 filers? ▼
Evergy, Inc. Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Evergy, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Procter & Gamble Master Retirement Plan in OH ($1.2B, 805 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Evergy, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw Local 23 & Giant Eagle Pension Fund in PA (2,763 participants, $74M 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.