H&R Block Management 401(k) plan

H&R Block Management, LLC, Kansas City, MO. EIN 43-1632589. Annual reports 2009–2025.

H&R Block Management, LLC has one active retirement plan on file, the H & R Block Retirement Savings Plan, with 26,339 participants and $1.2 billion in assets in 2025. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in H&R Block Management's filings since 2009.

Active plans: 1
Participants: 26,339
Plan assets: $1.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Professional services

The plan

H & R Block Retirement Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 43-1632589
Participants (2025): 26,339
Net assets (2025): $1.2 billion
Recordkeeper: Fidelity2009–2025
Plan administrator: H&R Block Management, LLC
One H and R Block Way
Kansas City, MO 64105
(816) 854-3000As filed for 2025
In effect since: January 1, 1985

Earlier plan names: H&R Block Retirement Savings Plan Trust.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	26,339	$1.2 billion	Fidelity
2024	27,766	$1.1 billion	Fidelity
2023	18,487	$935 million	Fidelity
2022	18,605	$816 million	Fidelity
2021	18,619	$981 million	Fidelity
2020	19,868	$889 million	Fidelity
2019	16,985	$776 million	Fidelity
2018	17,235	$651 million	Fidelity
2017	17,050	$689 million	Fidelity
2016	16,432	$595 million	Fidelity
2015	16,764	$580 million	Fidelity
2014	15,763	$592 million	Fidelity
2013	15,702	$569 million	Fidelity
2012	15,886	$484 million	Fidelity
2011	17,747	$465 million	Fidelity
2010	18,041	$486 million	Fidelity
2009	18,648	$477 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the H & R Block Retirement Savings 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) 854-3000). 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.

The plan

H & R Block Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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