401(k) · DOL Form 5500 · 2024

Stifel Financial Corp. 401(k) Plan

Data updated 2026-07-24

$2.3B
Total assets: 8,189
Participants: 99th
Percentile by assets: $283,302
Avg per participant

Official DOL plan name: Stifel Financial Profit Sharing 401(k) Plan · Sponsored by Stifel Financial Corp. · Missouri · Finance & Insurance

$2.3B in assets, 8,189 participants

Stifel Financial Corp.'s Stifel Financial Profit Sharing 401(k) Plan reported $2.3B in total assets and 8,189 participants in its 2024 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 116,472 plans)

Coverage in Missouri

Stifel Financial Profit Sharing 401(k) Plan covers 8,189 participants in Missouri, 11x the typical Missouri plan (state average ~756 per filing). Assets: $2.3B.

$2.3B
total plan assets (2024 EOY): 8,189
covered participants: 99th
percentile by assets (of 116,472 plans): $283,302
avg assets per participant

Stifel Financial Profit Sharing 401(k) Plan end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
Stifel Financial Profit Sharing 401(k) Plan reported net income rose from $288M in the plan year 2023 filing to $333M in the plan year 2024 filing.
Stifel Financial Profit Sharing 401(k) Plan reported participants fell from 8,353 in the plan year 2023 filing to 8,189 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Missouri

Industry

Finance & Insurance

Participants vs Missouri filers

In Missouri, the average filing covers about 756 participants across 2,155 plans. Stifel Financial Profit Sharing 401(k) Plan reports 8,189 participants - 11x that state average ($2.3B EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$2.0B
Net Assets (End of Year)	$2.3B
Net Income	$333M
Employer EIN	431273600
Plan Effective Date	1954-12-20
Filing Status	FILING RECEIVED

Sponsor Plan History (Stifel Financial Corp.)

Total plan assets by year, all Stifel Financial Corp. plans on file

Year	Plans	Participants	Total Assets
2022	1	8,005	$1.7B
2023	1	8,353	$2.0B
2024	1	8,189	$2.3B

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stifel Financial Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
Centene Management Corporation Retirement Plan $4.7B · 53,760
Anheuser-Busch 401(k) Savings and Retirement Plan $3.6B · 14,148

Compare Stifel Financial Profit Sharing 401(k) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stifel Financial Profit Sharing 401(k) Plan by total assets, not by location.

Ball Corporation 401(k) and Employee Stock Ownership Plan (CO) $2.3B · 9,935
Stantec 401(k) Plan (AZ) $2.3B · 11,603
Endeavor Health 401(k) Plan (IL) $2.3B · 28,727
American Financial Group 401(k) Retirement and Savings Plan (OH) $2.3B · 7,600

Frequently Asked Questions

How did Stifel Financial Profit Sharing 401(k) Plan assets move in 2024? ▼

Stifel Financial Profit Sharing 401(k) Plan grew sharply - up 17.0% during 2024, from $2.0B to $2.3B. Reported net income was $333M.

How have Stifel Financial Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stifel Financial Corp.'s sponsor-wide assets grew 37.1%, from $1.7B to $2.3B.

Where does Stifel Financial Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼

Stifel Financial Profit Sharing 401(k) Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Stifel Financial Profit Sharing 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ball Corporation 401(k) and Employee Stock Ownership Plan in CO ($2.3B, 9,935 participants).

Next read for Stifel Financial Profit Sharing 401(k) P…

Filing takeaways

Ways to act on Stifel Financial Profit Sharing 401(k) Plan's numbers.

By total assets, Stifel Financial Profit Sharing 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
Stifel Financial Corp.'s sponsor-wide assets have grown 37.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431273600.

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.