Money Purchase · DOL Form 5500 · 2024

Missouri Historical Society Money Purchase Plan

Data updated 2026-08-11

$10M
Total assets
153
Participants
56th
Percentile by assets
$65,662
Avg per participant
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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.

  • 56th percentile by assets (of 123,622 plans)
  • #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.

$10M
total plan assets (2024 EOY)
153
covered participants
56th
percentile by assets (of 123,622 plans)
$65,662
avg assets per participant

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 →

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Missouri Historical Society Pension Plan reports 153 participants - about 21% of that state average ($10M EOY assets).

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)

$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 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

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 …Local No. 1 IBEW Pen…NECA-IBEW Pension Be…Saint Louis Universi…The Children's Mercy…Brewery Conference/A…
Missouri Historical Society Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Missouri Historical Society Pension Plan by total assets, not by location.

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).

Next read for Missouri Historical Society Pension Plan

Filing takeaways

Ways to act on Missouri Historical Society Pension Plan's numbers.