401(k) · DOL Form 5500 · 2024
Stonex Group Inc. 401(k) Plan
Data updated 2026-08-25
- $309M
- Total assets Above avg plan size
- 1,843
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $167,771
- Avg per participant Above avg balance/head
Official DOL plan name: Stonex Group Inc. 401(k) Plan · Sponsored by Stonex Group Inc. · Missouri · Finance & Insurance
$309M in assets, 1,843 participants
Stonex Group Inc.'s Stonex Group Inc. 401(k) Plan reported $309M in total assets and 1,843 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,954 in Finance & Insurance (8,549 peers)
Coverage in Missouri
Stonex Group Inc. 401(k) Plan covers 1,843 participants in Missouri, 2.5x the typical Missouri plan (state average ~737 per filing). Assets: $309M.
- #7,954
- in Finance & Insurance (8,549 peers)
- +16.4%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Stonex Group Inc. 401(k) Plan's outsized position by total assets
Stonex Group Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$309,201,812 Top 4% higher than 96% 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
Stonex Group Inc. 401(k) 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. Stonex Group Inc. 401(k) Plan lands in the large band (1,843 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stonex Group Inc. 401(k) Plan reported net income fell from $52M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Stonex Group Inc. 401(k) Plan end-of-year assets rose from $266M in the plan year 2023 filing to $309M in the plan year 2024 filing.
- Stonex Group Inc. 401(k) Plan reported participants rose from 1,711 in the plan year 2023 filing to 1,843 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 592921318 · Stonex Group Inc. PY 2024 · 401(k)
Stonex Group Inc. 401(k) Plan · $309M · 1,843 · 96th
- EOY $309M
- EOY 1,843
- EOY 96th
- EOY 401(k)
- EOY near Odyssey Reinsurance Company Profit Sharing Plan
- EOY ind #7954
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 Missouri →
Stonex Group Inc. 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $266M |
|---|---|
| Net Assets (End of Year) | $309M |
| Net Income | $44M |
| Employer EIN | 592921318 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stonex Group Inc.)
Sponsor-wide plan assets over time
All Stonex Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $309M 44.94856303960531% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,580 | $213M |
| 2023 | 1 | 1,711 | $266M |
| 2024 | 1 | 1,843 | $309M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Stonex Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Odyssey Reinsurance Company Profit Sharing Plan in CT ($309M); by covered participants it is American Oncology Network, Inc. 401(k) Profit Sharing Plan and Trust in FL (1,843 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($309M here).
- Odyssey Reinsurance Company Profit Sharing Plan (CT) $309M · 1,007
- Jackson Walker LLP Qualified Retirement Plan I (TX) $309M · 502
- Werner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Savings Plan (NE) $310M · 11,757
- Allied World Assurance Company (U.S.) Inc. 401(k) Plan (NY) $310M · 868
Similar participant headcount
Nearest other-state filings by covered participants (1,843 participants); asset peers above are excluded.
- American Oncology Network, Inc. 401(k) Profit Sharing Plan and Trust (FL) 1,843 · 0 off
- Fujifilm Diosynth Biotechnologies Long Term Savings Plan (NY) 1,843 · 0 off
- Kone Inc. Employee Savings Plan (IL) 1,842 · 1 off
- Circa Hospitality Group 401(k) Retirement Plan (NV) 1,844 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.