Defined Benefit (Pension) · DOL Form 5500 · 2023
Evergy, Inc. Pension Plan
Data updated 2026-08-06
- $1.2B
- Total assets
- 2,763
- Participants
- 99th
- Percentile by assets
- $419,887
- Avg per participant
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.
- 99th percentile by assets (of 126,618 plans)
- #648 in Utilities (719 peers)
Coverage in Missouri
Evergy, Inc. Retirement Plan covers 2,763 participants in Missouri, 3.7x the typical Missouri plan (state average ~756 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2023 EOY)
- 2,763
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $419,887
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Evergy, Inc. Retirement Plan reports 2,763 participants - 3.7x that state average ($1.2B EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $116M |
| Employer EIN | 822733395 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergy, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 9,083 | $2.5B |
| 2023 | 3 | 8,318 | $2.7B |
| 2024 | 1 | 4,651 | $1.5B |
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
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Co-Op Retirement Plan $3.5B · 14,993
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Evergy, Inc. Retirement Plan by total assets, not by location.
- Procter & Gamble Master Retirement Plan (OH) $1.2B · 805
- Chicago Painters and Decorators Pension Fund (IL) $1.2B · 2,212
- Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots (WA) $1.2B · 788
- Georgia-Pacific LLC Salaried Pension Plan (GA) $1.2B · 3,040
Frequently Asked Questions
How did Evergy, Inc. Retirement Plan assets move in 2023? ▼
How have Evergy, Inc. plan assets changed over time? ▼
Where does Evergy, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Evergy, Inc. Retirement Plan
Filing takeaways
Ways to act on Evergy, Inc. Retirement Plan's numbers.
- By total assets, Evergy, Inc. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
- Evergy, Inc.'s sponsor-wide assets have declined 39.3% since 2022 across 3 plan years on file. More Utilities plans