Other · DOL Form 5500 · 2024

Missouri Historical Society Retirement Plan

Data updated 2026-08-11

$14M
Total assets
203
Participants
63rd
Percentile by assets
$69,952
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Tax Deferred Annuity Plan for Employees of Missouri Historical Society · Sponsored by Missouri Historical Society · Missouri · Arts, Entertainment & Recreation

$14M in assets, 203 participants

Missouri Historical Society's Tax Deferred Annuity Plan for Employees of Missouri Historical Society reported $14M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 123,622 plans)
  • #2,267 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Missouri

Tax Deferred Annuity Plan for Employees of Missouri Historical Society covers 203 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $14M.

$14M
total plan assets (2024 EOY)
203
covered participants
63rd
percentile by assets (of 123,622 plans)
$69,952
avg assets per participant

Where Tax Deferred Annuity Plan for Employees of Missouri Historical Society sits by total assets

Tax Deferred Annuity Plan for Employees of Missouri Historical Society vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,200,221 Top 37% higher than 63% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Deferred Annuity Plan for Employees of Missouri Historical Society reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Tax Deferred Annuity Plan for Employees of Missouri Historical Society end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Missouri
Industry
Arts, Entertainment & Recreation

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Tax Deferred Annuity Plan for Employees of Missouri Historical Society reports 203 participants - about 28% of that state average ($14M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN430654866
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Missouri Historical Society)

$15M$20M$25M 202220232024 $17.6M $24.3M ▲ +38.1%
Total plan assets by year, all Missouri Historical Society plans on file
Year Plans Participants Total Assets
2022 2 364 $18M
2023 2 358 $21M
2024 2 356 $24M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan for Employees of Missouri Historical Society vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Tax Deferred Annuity…, Total assets ($B): 0.014200221 · Participants: 203Tax Deferred Annuity…Washington Universit…, Total assets ($B): 7.483617782 · Participants: 26975Washington Universit…Children's Mercy Hos…, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hos…Cox Savings Incentiv…, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentiv…Saint Louis Universi…, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis Universi…University Health 40…, Total assets ($B): 0.296716037 · Participants: 4646University Health 40…
Tax Deferred Annuity Plan for Employees of Missouri Historical Society vs. nearby Other plans in Missouri, assets vs. participants
Compare Tax Deferred Annuity Plan for Employees … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Deferred Annuity Plan for Employees of Missouri Historical Society by total assets, not by location.

Frequently Asked Questions

How did Tax Deferred Annuity Plan for Employees of Missouri Historical Society assets move in 2024? ▼
Tax Deferred Annuity Plan for Employees of Missouri Historical Society grew at a solid clip - up 14.6% during 2024, from $12M to $14M. Reported net income was $2M.
How have Missouri Historical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Missouri Historical Society's sponsor-wide assets grew 38.1%, from $18M to $24M.
Which Other plans are similar in size to Tax Deferred Annuity Plan for Employees of Missouri Historical Society? ▼
Among Other plans in other states, the closest by assets is Tidewater Health Care, Inc. 401(a) Retirement Plan in VA ($14M, 246 participants).

Next read for Tax Deferred Annuity Plan for Employees …

Filing takeaways

Ways to act on Tax Deferred Annuity Plan for Employees of Missouri Historical Society's numbers.

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 430654866.

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.