Money Purchase · DOL Form 5500 · 2024

Missouri Historical Society Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
153
Participants Small participant base
56th
Percentile by assets National rank
$65,662
Avg per participant Below avg balance/head
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Official DOL plan name: Missouri Historical Society Pension Plan · Sponsored by Missouri Historical Society · Missouri · Arts, Entertainment & Recreation

$10M in assets, 153 participants

Missouri Historical Society's Missouri Historical Society Pension Plan reported $10M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,116 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Missouri

Missouri Historical Society Pension Plan covers 153 participants in Missouri, about 21% of the average Missouri filer (state average ~737 per filing). Assets: $10M.

#2,116
in Arts, Entertainment & Recreation (2,921 peers)
+19.4%
assets growth YoY

Missouri Historical Society Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Missouri Historical Society Pension Plan vs every filed plan by assets

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

$10,046,272 Top 44% higher than 56% 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

Missouri Historical Society Pension Plan 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. Missouri Historical Society Pension Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Missouri Historical Society Pension Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Missouri Historical Society Pension Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Missouri Historical Society Pension Plan reported participants fell from 155 in the plan year 2023 filing to 153 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 · Money Purchase

Missouri Historical Society Pension Plan · $10M · 153 · 56th

  • IND $10M
  • IND 153
  • IND 56th
  • IND Money Purchase
  • IND near Windes, Inc. Money Purchase Pension Plan II
  • IND ind #2116

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 →

Missouri Historical Society Pension Plan in the asset neighbourhood

Ohio Bricklayers Local No. 8 Security PlanOhio Bricklayers Local No. 8…$10MBayou La Batre Area Health Development Board, Inc. MppBayou La Batre Area Health D…$10MAppalachian Regional Healthcare System Frozen Retirement Savings PlanAppalachian Regional Healthc…$10MMissouri Historical Society Pension PlanMissouri Historical Society …$10MWindes, Inc. Money Purchase Pension Plan IIWindes, Inc. Money Purchase …$10M
End-of-year total assets ($M) among Missouri Historical Society Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN430654866
Plan Effective Date1986-01-01
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 Money Purchase Plans in Missouri

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

Missouri Historical Society Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Missouri Historical Society Pension Plan, Total assets ($B): 0.010046272 · Participants: 153Missouri Historical Society Pension PlanLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.88454511 · Participants: 4749Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 1.0494297 · Participants: 4119NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.755069758 · Participants: 2836Saint Louis University Retirement PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.564042735 · Participants: 6714The Children's Mercy Hospital Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.504981689 · Participants: 2581Brewery Conference/Anheuser-Busch Defined Contribution Plan
Missouri Historical Society Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Missouri Historical Society Pension Plan side-by-side with 3 peers →

Missouri Historical Society Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Windes, Inc. Money Purchase Pension Plan II in CA ($10M); by covered participants it is Defined Contribution Pension Plan for Employees of a Very Special Place, Inc. in NY (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Missouri Historical Society Pension Plan assets move in 2024? ▼
Missouri Historical Society Pension Plan grew sharply - up 19.4% during 2024, from $8M to $10M. 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 Money Purchase plans are similar in size to Missouri Historical Society Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Windes, Inc. Money Purchase Pension Plan II in CA ($10M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Missouri Historical Society Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Defined Contribution Pension Plan for Employees of a Very Special Place, Inc. in NY (153 participants, $6M 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.