401(k) · DOL Form 5500 · 2024

Ferrell Companies, Inc 401(k) Plan

Data updated 2026-08-11

$252M
Total assets
4,453
Participants
95th
Percentile by assets
$56,610
Avg per participant
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Official DOL plan name: Ferrell Companies, Inc. 401(k) Investment Plan · Sponsored by Ferrell Companies, Inc · Missouri · Retail Trade

$252M in assets, 4,453 participants

Ferrell Companies, Inc's Ferrell Companies, Inc. 401(k) Investment Plan reported $252M in total assets and 4,453 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #7,823 in Retail Trade (8,048 peers)

Coverage in Missouri

Ferrell Companies, Inc. 401(k) Investment Plan covers 4,453 participants in Missouri, 6.0x the typical Missouri plan (state average ~737 per filing). Assets: $252M.

$252M
total plan assets (2024 EOY)
4,453
covered participants
95th
percentile by assets (of 123,622 plans)
$56,610
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ferrell Companies, Inc. 401(k) Investment Plan reported net income fell from $28M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Ferrell Companies, Inc. 401(k) Investment Plan end-of-year assets rose from $233M in the plan year 2023 filing to $252M in the plan year 2024 filing.
  • Ferrell Companies, Inc. 401(k) Investment Plan reported participants fell from 4,695 in the plan year 2023 filing to 4,453 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Ferrell Companies, Inc. 401(k) Investment Plan reports 4,453 participants - 6.0x that state average ($252M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$252M
Net Income$19M
Employer EIN431688741
Plan Effective Date1974-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferrell Companies, Inc)

$260M$280M$300M$320M$340M 202220232024 $275M $328M ▲ +19.3%
Total plan assets by year, all Ferrell Companies, Inc plans on file
Year Plans Participants Total Assets
2022 2 7,738 $275M
2023 2 8,148 $307M
2024 2 8,119 $328M

Nearby 401(k) Plans in Missouri

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

Ferrell Companies, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Ferrell Companies, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Ferrell Companies, I…Edward D. Jones & Co…Bayer Corporation Sa…Emerson Savings PlanEnterprise Holdings …Centene Management C…
Ferrell Companies, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ferrell Companies, Inc. 401(k) Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Ferrell Companies, Inc. 401(k) Investment Plan assets move in 2024?
Ferrell Companies, Inc. 401(k) Investment Plan grew at a solid clip - up 8.4% during 2024, from $233M to $252M. Reported net income was $19M.
How have Ferrell Companies, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Ferrell Companies, Inc's sponsor-wide assets grew 19.3%, from $275M to $328M.
Where does Ferrell Companies, Inc. 401(k) Investment Plan rank by assets among Form 5500 filers?
Ferrell Companies, Inc. 401(k) Investment Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ferrell Companies, Inc. 401(k) Investment Plan?
Among 401(k) plans in other states, the closest by assets is Dynatrace Inc 401(k) Plan in MA ($252M, 1,609 participants).

Next read for Ferrell Companies, Inc. 401(k) Investmen…

Filing takeaways

Ways to act on Ferrell Companies, Inc. 401(k) Investment Plan's numbers.

  • By total assets, Ferrell Companies, Inc. 401(k) Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
  • Ferrell Companies, Inc's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Retail Trade plans