Defined Benefit (Pension) · DOL Form 5500 · 2024

Evergy, Inc. Pension Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
1,181
Participants Near avg headcount
95th
Percentile by assets National rank
$195,440
Avg per participant Above avg balance/head
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Official DOL plan name: Evergy, Inc. Joint Trusteed Retirement Plan · Sponsored by Evergy, Inc. · Missouri · Utilities

$231M in assets, 1,181 participants

Evergy, Inc.'s Evergy, Inc. Joint Trusteed Retirement Plan reported $231M in total assets and 1,181 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #530 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Evergy, Inc. Joint Trusteed Retirement Plan ranks #530 of 732 2024 filers by assets (233% of the sector average)-$231M for 1,181 participants.

#530
in Utilities (732 peers)
+14.8%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Evergy, Inc. Joint Trusteed Retirement Plan's outsized position by total assets

Evergy, Inc. Joint Trusteed Retirement Plan vs every filed plan by assets

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

$230,814,570 Top 5% higher than 95% 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

Evergy, Inc. Joint Trusteed 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. Evergy, Inc. Joint Trusteed Retirement Plan lands in the large band (1,181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evergy, Inc. Joint Trusteed Retirement Plan end-of-year assets rose from $201M in the plan year 2023 filing to $231M in the plan year 2024 filing.
  • Evergy, Inc. Joint Trusteed Retirement Plan reported participants rose from 1,112 in the plan year 2023 filing to 1,181 in the plan year 2024 filing.
  • Evergy, Inc. Joint Trusteed Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822733395 · Evergy, Inc. PY 2024 · Defined Benefit (Pension)

Evergy, Inc. Joint Trusteed Retirement Plan · $231M · 1,181 · 95th

  • PCT $231M
  • PCT 1,181
  • PCT 95th
  • PCT Defined Benefit (Pension)
  • PCT near Dana U.S.W. Hourly Employees' Pension Plan
  • PCT ind #530

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 Utilities retirement plans → · Plans in Missouri →

Evergy, Inc. Joint Trusteed Retirement Plan in the asset neighbourhood

1199 SEIU Regional Pension Fund1199 SEIU Regional Pension F…$232MDana U.S.W. Hourly Employees' Pension PlanDana U.S.W. Hourly Employees…$231MEvergy, Inc. Joint Trusteed Retirement PlanEvergy, Inc. Joint Trusteed …$231MService Employees Pension Fund of Upstate Ny Upstate New YorkService Employees Pension Fu…$230MPjm Interconnection, LLC Pension PlanPjm Interconnection, LLC Pen…$230M
End-of-year total assets ($M) among Evergy, Inc. Joint Trusteed Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$201M
Net Assets (End of Year)$231M
Net Income$30M
Employer EIN822733395
Plan Effective Date1931-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evergy, Inc.)

Sponsor-wide plan assets over time

All Evergy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 20.51316138561588% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.47B $2.97B ▲ +20.2%
Year Plans Participants Total Assets
2022 3 9,083 $2.5B
2023 3 8,318 $2.7B
2024 3 8,586 $3.0B

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Evergy, Inc. Joint Trusteed Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Evergy, Inc. Joint Trusteed Retirement Plan, Total assets ($B): 0.23081457 · Participants: 1181Evergy, Inc. Joint Trusteed Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.488413536 · Participants: 28958Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.799287759 · Participants: 9760Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.509086755 · Participants: 15151Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.412879552 · Participants: 11832Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.286323754 · Participants: 2467Emerson Electric Company Retirement Plan
Evergy, Inc. Joint Trusteed Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Evergy, Inc. Joint Trusteed Retirement Plan side-by-side with 3 peers →

Evergy, Inc. Joint Trusteed Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Dana U.S.W. Hourly Employees' Pension Plan in OH ($231M); by covered participants it is Land O'lakes, Inc. Employee Retirement Plan in MN (1,182 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,181 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 Evergy, Inc. Joint Trusteed Retirement Plan assets move in 2024? ▼
Evergy, Inc. Joint Trusteed Retirement Plan grew at a solid clip - up 14.8% during 2024, from $201M to $231M. Reported net income was $30M.
How have Evergy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evergy, Inc.'s sponsor-wide assets grew 20.5%, from $2.5B to $3.0B.
Where does Evergy, Inc. Joint Trusteed Retirement Plan rank by assets among Form 5500 filers? ▼
Evergy, Inc. Joint Trusteed Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Evergy, Inc. Joint Trusteed Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dana U.S.W. Hourly Employees' Pension Plan in OH ($231M, 330 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Evergy, Inc. Joint Trusteed Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Land O'lakes, Inc. Employee Retirement Plan in MN (1,182 participants, $861M 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 822733395.

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.