Other · DOL Form 5500 · 2024

Missouri Historical Society Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
203
Participants Below avg headcount
63rd
Percentile by assets National rank
$69,952
Avg per participant Below avg balance/head
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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.

  • #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.

#2,267
in Arts, Entertainment & Recreation (2,921 peers)
+14.6%
assets growth YoY

Tax Deferred Annuity Plan for Employees of Missouri Historical Society's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

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 $2,050,000,000 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

Tax Deferred Annuity Plan for Employees of Missouri Historical Society among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan for Employees of Missouri Historical Society sits mid-pack in the medium band (203 participants).

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 →

EBSA filing schedule strip

Filing strip 430654866 · Missouri Historical Society PY 2024 · Other

Tax Deferred Annuity Plan for Employees of Missouri Historical Society · $14M · 203 · 63rd

  • 5500 $14M
  • 5500 203
  • 5500 63rd
  • 5500 Other
  • 5500 near Tidewater Health Care, Inc. 401(a) Retirement Plan
  • 5500 ind #2267

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 Arts, Entertainment & Recreation retirement plans → · Plans in Missouri →

Tax Deferred Annuity Plan for Employees of Missouri Historical Society in the asset neighbourhood

Tax Deferred Annuity Plan for Employees of Missouri Historical SocietyTax Deferred Annuity Plan fo…$14MTidewater Health Care, Inc. 401(a) Retirement PlanTidewater Health Care, Inc. …$14MBear Creek School 403b Retirement PlanBear Creek School 403b Retir…$14M403(b) Plan for Employees of Jri403(b) Plan for Employees of…$14MFood & Water Watch 403(b) Retirement PlanFood & Water Watch 403(b) Re…$14M
End-of-year total assets ($M) among Tax Deferred Annuity Plan for Employees of Missouri Historical Society and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Missouri Historical Society plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.09350994773045% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $17.6M $24.3M ▲ +38.1%
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 ($B) Participants Tax Deferred Annuity Plan for Employees of Missouri Historical Society, Total assets ($B): 0.014200221 · Participants: 203Tax Deferred Annuity Plan for Employees of Missouri Historical SocietyWashington University Retirement Savings Plan, Total assets ($B): 7.483617782 · Participants: 26975Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentive PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis University 403(b) Annuity PlanUniversity Health 403(b) Plan, Total assets ($B): 0.296716037 · Participants: 4646University Health 403(b) Plan
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 of Missouri Historical Society side-by-side with 3 peers →

Tax Deferred Annuity Plan for Employees of Missouri Historical Society's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Tidewater Health Care, Inc. 401(a) Retirement Plan in VA ($14M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan for Employees of Missouri Historical Society? ▼
Among Other plans in other states, the closest by covered participants is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (203 participants, $3M in assets).

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.