401(k) · DOL Form 5500 · 2024
Mosaic Health System 401(k) Plan
Data updated 2026-08-25
- $453M
- Total assets Above avg plan size
- 4,614
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $98,233
- Avg per participant Below avg balance/head
Official DOL plan name: Mosaic Health System 401(k) Retirement Plan · Sponsored by Mosaic Health System · Missouri · Healthcare & Social Assistance
$453M in assets, 4,614 participants
Mosaic Health System's Mosaic Health System 401(k) Retirement Plan reported $453M in total assets and 4,614 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,418 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Mosaic Health System 401(k) Retirement Plan covers 4,614 participants in Missouri, 6.3x the typical Missouri plan (state average ~737 per filing). Assets: $453M.
- #16,418
- in Healthcare & Social Assistance (16,916 peers)
- +9.6%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Mosaic Health System 401(k) Retirement Plan's outsized position by total assets
Mosaic Health System 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$453,248,701 Top 3% higher than 97% 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
Mosaic Health System 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosaic Health System 401(k) Retirement Plan lands in the large band (4,614 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mosaic Health System 401(k) Retirement Plan reported net income fell from $58M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Mosaic Health System 401(k) Retirement Plan end-of-year assets rose from $413M in the plan year 2023 filing to $453M in the plan year 2024 filing.
- Mosaic Health System 401(k) Retirement Plan reported participants rose from 4,560 in the plan year 2023 filing to 4,614 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 431283316 · Mosaic Health System PY 2024 · 401(k)
Mosaic Health System 401(k) Retirement Plan · $453M · 4,614 · 97th
- IND $453M
- EOY 4,614
- 5500 97th
- ASSETS 401(k)
- PCT near Encore Group (USA) LLC Retirement Savings Plan
- EIN ind #16418
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Mosaic Health System 401(k) Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $413M |
|---|---|
| Net Assets (End of Year) | $453M |
| Net Income | $40M |
| Employer EIN | 431283316 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mosaic Health System)
Sponsor-wide plan assets over time
All Mosaic Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $453M 27.452867625753484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,449 | $356M |
| 2023 | 1 | 4,560 | $413M |
| 2024 | 1 | 4,614 | $453M |
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
Mosaic Health System 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Encore Group (USA) LLC Retirement Savings Plan in IL ($453M); by covered participants it is Juniper Networks, Inc. 401(k) Plan in CA (4,613 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($453M here).
- Encore Group (USA) LLC Retirement Savings Plan (IL) $453M · 9,014
- Communications Workers of America Savings and Retirement Trust (DC) $453M · 10,438
- Fanuc America Corporation Savings Plan (MI) $453M · 1,578
- Epam Systems, Inc. 401(k) Plan (PA) $454M · 3,037
Similar participant headcount
Nearest other-state filings by covered participants (4,614 participants); asset peers above are excluded.
- Juniper Networks, Inc. 401(k) Plan (CA) 4,613 · 1 off
- Peet's Coffee & Tea, LLC Savings & Retirement Plan (CA) 4,616 · 2 off
- Caresource Management Services 401(k) Retirement Plan (OH) 4,617 · 3 off
- 401(k) Retirement Plan for Reynolds Consumer Products (IL) 4,609 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.