Ferrell Companies 401(k) and retirement plans

Ferrell Companies, Inc, Liberty, MO. EIN 43-1688741. Annual reports 2009–2025. Also filed as Ferrell Companies, Inc.; Ferrell Companies,inc.

Ferrell Companies, Inc has 2 active retirement plans on file. The largest is the Ferrell Companies, Inc. 401(k) Investment Plan, with 5,367 participants and $276 million in assets in 2025. Empower has been its recordkeeper since 2014. No traditional pension plan appears in Ferrell Companies's filings since 2009.

Active plans: 2
Participants: 5,367
Plan assets: $233 million
401(k) recordkeeper: Empower
Plans on file: 2
Industry: Retail

All 2 plans

Active plans first

Ferrell Companies, Inc. 401(k) Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 43-1688741
Participants (2025): 5,367
Net assets (2025): $276 million
Recordkeeper: EmpowerEarlier: J.P. Morgan (2009–2013)
Plan administrator: Ferrell Companies, Inc
One Liberty Plaza MD 32
Liberty, MO 64068
(816) 792-6924As filed for 2025
In effect since: June 30, 1974

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,367	$276 million	Empower
2024	5,337	$252 million	Empower
2023	5,361	$233 million	Empower
2022	5,643	$205 million	Empower
2021	5,563	$246 million	Empower
2020	5,400	$233 million	Empower
2019	6,520	$208 million	Empower
2018	6,380	$178 million	Empower
2017	6,089	$197 million	Empower
2016	6,214	$169 million	Empower
2015	6,606	$159 million	Empower
2014	6,455	$165 million	Empower
2013	6,193	$159 million	J.P. Morgan
2012	6,139	$141 million	J.P. Morgan
2011	6,250	$133 million	J.P. Morgan
2010	5,986	$137 million	J.P. Morgan
2009	5,925	$120 million	J.P. Morgan

Ferrell Companies, Inc. Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 43-1688741
Participants (2024): 0
Net assets (2024): $-43.2 million
Plan administrator: Ferrell Companies, Inc.
One Liberty Plaza
Liberty, MO 64068
(816) 792-1600As filed for 2024
In effect since: August 1, 1997

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	n/a	$-43.2 million	not listed
2023	n/a	$-57.2 million	not listed
2022	n/a	$-75.0 million	not listed
2021	4,886	$-80.0 million	not listed
2020	4,765	$-74.4 million	not listed
2019	4,504	$-104 million	not listed
2018	4,636	$-98.1 million	not listed
2017	4,445	$-41.0 million	not listed
2016	4,484	$-11.0 million	not listed
2015	4,495	$320 million	not listed
2014	6,038	$354 million	not listed
2013	4,300	$360 million	not listed
2012	4,324	$225 million	not listed
2011	4,459	$170 million	not listed
2010	4,462	$184 million	not listed
2009	4,474	$161 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Ferrell Companies, Inc. 401(k) Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((816) 792-6924). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Ferrell Companies, Inc. 401(k) Investment Plan

Ferrell Companies, Inc. Employee Stock Ownership Plan

If you had money in one of these plans

What these numbers are

Other retail employers in MO