401(k) · DOL Form 5500 · 2024

Larson Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
202
Participants Below avg headcount
60th
Percentile by assets National rank
$60,222
Avg per participant Low balance/head
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Official DOL plan name: Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Larson Financial Group, LLC · Missouri · Finance & Insurance

$12M in assets, 202 participants

Larson Financial Group, LLC's Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,755 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust covers 202 participants in Missouri, about 27% of the average Missouri filer (state average ~737 per filing). Assets: $12M.

#3,755
in Finance & Insurance (8,549 peers)
+30.5%
assets growth YoY

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$12,164,926 Top 40% higher than 60% 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

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust 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. Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 179 in the plan year 2023 filing to 202 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 204773945 · Larson Financial Group, LLC PY 2024 · 401(k)

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust · $12M · 202 · 60th

  • NET $12M
  • NET 202
  • NET 60th
  • NET 401(k)
  • NET near Consolidated Aircraft Supply Co., Inc. 401(k) Plan and Trust
  • NET ind #3755

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 →

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Consolidated Aircraft Supply Co., Inc. 401(k) Plan and TrustConsolidated Aircraft Supply…$12MTax Airfreight, Inc. 401(k) Profit Sharing PlanTax Airfreight, Inc. 401(k) …$12MContinuum Health Services, Inc. 401(k) PlanContinuum Health Services, I…$12MLarson Financial Group, LLC 401(k) Profit Sharing Plan and TrustLarson Financial Group, LLC …$12MAstrobotic Technology, Inc. 401(k) PlanAstrobotic Technology, Inc. …$12M
End-of-year total assets ($M) among Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN204773945
Plan Effective Date2011-04-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Larson Financial Group, LLC)

Sponsor-wide plan assets over time

All Larson Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 69.23593371642703% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.19M $12.2M ▲ +69.1%
Year Plans Participants Total Assets
2022 1 147 $7M
2023 1 179 $9M
2024 1 202 $12M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.012164926 · Participants: 202Larson Financial Group, LLC 401(k) Profit Sharing Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Consolidated Aircraft Supply Co., Inc. 401(k) Plan and Trust in NY ($12M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust surged - up 30.5% during 2024, from $9M to $12M. Reported net income was $3M.
How have Larson Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larson Financial Group, LLC's sponsor-wide assets grew 69.2%, from $7M to $12M.
Which 401(k) plans are similar in size to Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Consolidated Aircraft Supply Co., Inc. 401(k) Plan and Trust in NY ($12M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 204773945.

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.