Other · DOL Form 5500 · 2024
Lester E. Cox Medical Centers Retirement Plan
Data updated 2026-08-25
- $964M
- Total assets Above avg plan size
- 13,001
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $74,125
- Avg per participant Below avg balance/head
Official DOL plan name: Cox Savings Incentive Plan · Sponsored by Lester E. Cox Medical Centers · Missouri · Healthcare & Social Assistance
$964M in assets, 13,001 participants
Lester E. Cox Medical Centers's Cox Savings Incentive Plan reported $964M in total assets and 13,001 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,663 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Cox Savings Incentive Plan covers 13,001 participants in Missouri, 18x the typical Missouri plan (state average ~737 per filing). Assets: $964M.
- #16,663
- in Healthcare & Social Assistance (16,916 peers)
- +15.3%
- assets growth YoY
- 9.7×
- vs typical plan assets (national mean)
Cox Savings Incentive Plan's outsized position by total assets
Cox Savings Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$963,703,766 Top 2% higher than 98% 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
Cox Savings Incentive Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cox Savings Incentive Plan is a mega filing (13,001 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cox Savings Incentive Plan end-of-year assets rose from $836M in the plan year 2023 filing to $964M in the plan year 2024 filing.
- Cox Savings Incentive Plan reported participants rose from 12,220 in the plan year 2023 filing to 13,001 in the plan year 2024 filing.
- Cox Savings Incentive Plan reported net income fell from $128M in the plan year 2023 filing to $128M in the plan year 2024 filing.
DOL schedule card
Filing strip 440577118 · Lester E. Cox Medical Centers PY 2024 · Other
Cox Savings Incentive Plan · $964M · 13,001 · 98th
- TYPE $964M
- TYPE 13,001
- TYPE 98th
- TYPE Other
- TYPE near Presbyterian Healthcare Services 403(b) Plan
- TYPE ind #16663
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 →
Cox Savings Incentive Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $836M |
|---|---|
| Net Assets (End of Year) | $964M |
| Net Income | $128M |
| Employer EIN | 440577118 |
| Plan Effective Date | 1996-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lester E. Cox Medical Centers)
Sponsor-wide plan assets over time
All Lester E. Cox Medical Centers plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 7.170715487004617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 14,008 | $1.1B |
| 2023 | 4 | 14,355 | $987M |
| 2024 | 2 | 13,289 | $1.1B |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
- University Health Physicians 403(b) Retirement Plan $254M · 371
Scale composition for Cox Savings Incentive Plan
Cox Savings Incentive Plan reports $964M in end-of-year assets across 13,001 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $74,125 per participant (54% of the national average assets-per-participant) . Net income for plan year 2024 was $128M.
This plan identity (EIN 440577118, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $708M to $964M (+36.2%) while covered participants moved from 11,821 to 13,001 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,821 | $708M | Open filing |
| 2023 | 12,220 | $836M | Open filing |
| 2024 · index core | 13,001 | $964M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Coxhealth 401(k) Plan (401(k), $183M, 288 participants)
Cox Savings Incentive Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Presbyterian Healthcare Services 403(b) Plan in NM ($968M); by covered participants it is Boston University Supplemental Retirement and Savings Plan in MA (12,869 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($964M here).
- Presbyterian Healthcare Services 403(b) Plan (NM) $968M · 11,856
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) $974M · 6,202
- El Camino Hospital 403(b) Retirement Plan (CA) $976M · 4,277
- Georgetown University Voluntary Contribution Retirement Plan (DC) $979M · 14,512
Similar participant headcount
Nearest other-state filings by covered participants (13,001 participants); asset peers above are excluded.
- Boston University Supplemental Retirement and Savings Plan (MA) 12,869 · 132 off
- Childrens Healthcare of Atlanta Inc Share Plan (GA) 13,143 · 142 off
- Dartmouth Health 403(b) Plan (NH) 13,150 · 149 off
- Intelycare, Inc. 401(k) Plan (MA) 13,188 · 187 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.