401(k) · DOL Form 5500 · 2024
Moneta Group LLC 401(k) Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 491
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $293,334
- Avg per participant High balance/head
Official DOL plan name: Moneta Group Salary Savings Plan · Sponsored by Moneta Group LLC · Missouri · Finance & Insurance
$144M in assets, 491 participants
Moneta Group LLC's Moneta Group Salary Savings Plan reported $144M in total assets and 491 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,565 in Finance & Insurance (8,549 peers)
Where Moneta Group Salary Savings Plan sits by assets
Moneta Group Salary Savings Plan sits in the top 10% of all filed plans by assets, $144M for 491 participants (~$293,334/participant), up 18.5% in 2024.
- #7,565
- in Finance & Insurance (8,549 peers)
- +18.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Moneta Group Salary Savings Plan's outsized position by total assets
Moneta Group Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$144,027,075 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Moneta Group Salary Savings 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. Moneta Group Salary Savings Plan sits mid-pack in the medium band (491 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Moneta Group Salary Savings Plan reported net income fell from $28M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Moneta Group Salary Savings Plan end-of-year assets rose from $122M in the plan year 2023 filing to $144M in the plan year 2024 filing.
- Moneta Group Salary Savings Plan reported participants rose from 454 in the plan year 2023 filing to 491 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 201903821 · Moneta Group LLC PY 2024 · 401(k)
Moneta Group Salary Savings Plan · $144M · 491 · 93rd
- EIN $144M
- RANK 491
- PHOTO 93rd
- IND 401(k)
- EOY near Insitu, Inc. 401(k) Plan
- 5500 ind #7565
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 Finance & Insurance retirement plans → · Plans in Missouri →
Moneta Group Salary Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $22M |
| Employer EIN | 201903821 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moneta Group LLC)
Sponsor-wide plan assets over time
All Moneta Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $144M 53.82594621459425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 421 | $94M |
| 2023 | 1 | 454 | $122M |
| 2024 | 1 | 491 | $144M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Moneta Group Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Insitu, Inc. 401(k) Plan in WA ($144M); by covered participants it is T a Group 401(k) Retirement Plan in OH (491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- Insitu, Inc. 401(k) Plan (WA) $144M · 594
- Cell Signaling Technology 401(k) Plan (MA) $144M · 537
- U.S. Urology Partners 401(k) and Profit Sharing Plan (TN) $144M · 907
- Winebow 401(k) Plan (VA) $144M · 1,396
Similar participant headcount
Nearest other-state filings by covered participants (491 participants); asset peers above are excluded.
- T a Group 401(k) Retirement Plan (OH) 491 · 0 off
- Anniversary Holding Company 401(k) Plan (LA) 491 · 0 off
- Cream-O-Land Dairy, Inc. 401(k) Plan (NJ) 491 · 0 off
- Parking & Transportation Management Services Inc. 401(k) Plan (WA) 491 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.