401(k) · DOL Form 5500 · 2024
H&r Block Management, LLC 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 12,962
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $81,449
- Avg per participant Below avg balance/head
Official DOL plan name: H & R Block Retirement Savings Plan · Sponsored by H&r Block Management, LLC · Missouri · Professional & Technical Services
$1.1B in assets, 12,962 participants
H&r Block Management, LLC's H & R Block Retirement Savings Plan reported $1.1B in total assets and 12,962 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.
- #19,969 in Professional & Technical Services (20,173 peers)
Coverage in Missouri
H & R Block Retirement Savings Plan covers 12,962 participants in Missouri, 18x the typical Missouri plan (state average ~737 per filing). Assets: $1.1B.
- #19,969
- in Professional & Technical Services (20,173 peers)
- +12.9%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
H & R Block Retirement Savings Plan's outsized position by total assets
H & R Block Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,055,737,621 Top 1% higher than 99% 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
H & R Block Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H & R Block Retirement Savings Plan is a mega filing (12,962 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- H & R Block Retirement Savings Plan end-of-year assets rose from $935M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- H & R Block Retirement Savings Plan reported net income rose from $119M in the plan year 2023 filing to $120M in the plan year 2024 filing.
- H & R Block Retirement Savings Plan reported participants rose from 12,879 in the plan year 2023 filing to 12,962 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 431632589 · H&r Block Management, LLC PY 2024 · 401(k)
H & R Block Retirement Savings Plan · $1.1B · 12,962 · 99th
- EOY $1.1B
- 5500 12,962
- ASSETS 99th
- PCT 401(k)
- EIN near Assuredpartners 401(k) Plan
- RANK ind #19969
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 Professional & Technical Services retirement plans → · Plans in Missouri →
H & R Block Retirement Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $935M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $120M |
| Employer EIN | 431632589 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H&r Block Management, LLC)
Sponsor-wide plan assets over time
All H&r Block Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 29.36127202957774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12,761 | $816M |
| 2023 | 1 | 12,879 | $935M |
| 2024 | 1 | 12,962 | $1.1B |
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
Scale composition for H & R Block Retirement Savings Plan
H & R Block Retirement Savings Plan reports $1.1B in end-of-year assets across 12,962 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $81,449 per participant (59% of the national average assets-per-participant) . Net income for plan year 2024 was $120M.
This plan identity (EIN 431632589, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $816M to $1.1B (+29.4%) while covered participants moved from 12,761 to 12,962 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,761 | $816M | Open filing |
| 2023 | 12,879 | $935M | Open filing |
| 2024 · index core | 12,962 | $1.1B | This page |
H & R Block Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Assuredpartners 401(k) Plan in FL ($1.1B); by covered participants it is New York Life Insurance Company Employee Progress Sharing Investment Plan in NY (12,949 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Assuredpartners 401(k) Plan (FL) $1.1B · 9,326
- Curtiss Wright Corporation Savings & Investment Plan (NJ) $1.1B · 5,123
- Savings and Investment 401(k) Plan of White & Case LLP (NY) $1.1B · 2,143
- Gm Financial Employees 401(k) Plan (TX) $1.1B · 7,065
Similar participant headcount
Nearest other-state filings by covered participants (12,962 participants); asset peers above are excluded.
- New York Life Insurance Company Employee Progress Sharing Investment Plan (NY) 12,949 · 13 off
- Staples, Inc. Employees' 401(k) Savings Plan (MA) 12,947 · 15 off
- Virtua 401(k) Savings Plan (NJ) 12,936 · 26 off
- Bmw Savings Plan (NJ) 12,934 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.