Employer · plans filed under one EIN
Evergy, Inc.
Kansas City, MO · Utilities
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
3 retirement plans with 100 or more participants file Form 5500 under Evergy, Inc.'s employer identification number (Kansas City, Missouri). Their latest filings total 14,791 participant records and $3.17B in net assets.
The largest is Evergy, Inc. Retirement Plan, a cash balance pension plan with 6,785 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $112M and participant contributions $60.9M in the latest plan years; benefits paid were $241M. Schedule C compensation reported to service provider organisations totalled $6.0M.
Combined net assets moved from $703M in 2017 to $1.69B in 2025 (up 141%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Evergy, Inc. Retirement Plan | cash balance pension plan | 2024 | 6,785 | $1.24B | $183,211 | $23,410 | $3.8M |
| Evergy, Inc. 401(k) Savings Plan | ESOP with a 401(k) feature | 2025 | 5,937 | $1.69B | $284,963 | $6,217 | $1.3M |
| Evergy, Inc. Joint Trusteed Retirement Plan | cash balance pension plan | 2024 | 2,069 | $231M | $111,480 | $16,743 | $953K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 1 | 5,937 | $1.69B | $29.1M | $60.9M |
| 2024 | 3 | 14,857 | $2.97B | $109M | $58.0M |
| 2023 | 3 | 14,984 | $2.70B | $62.8M | $54.5M |
| 2022 | 3 | 15,125 | $2.46B | $45.2M | $57.7M |
| 2021 | 3 | 15,674 | $2.96B | $130M | $56.7M |
| 2020 | 3 | 16,496 | $3.23B | $174M | $57.4M |
| 2019 | 3 | 18,824 | $3.09B | $126M | $28.8M |
| 2018 | 3 | 9,508 | $1.25B | $77.6M | $26.6M |
| 2017 | 2 | 6,416 | $703M | $56.7M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| SEI Investment Management Corp. | Investment management | 1 | $1,783,426 |
| Willis Towers Watson US LLC | Actuarial; Consulting (general); Consulting (pension) | 2 | $810,450 |
| Empower Advisory Group LLC | Investment advisory (plan) | 1 | $808,951 |
| Mercer (US) Inc. | Actuarial; Recordkeeping and information management | 2 | $790,226 |
| SEI Investments Company | Investment management | 1 | $511,712 |
| Empower Annuity Insurance Company O | Participant loan processing | 1 | $389,128 |
| J.p.morgan Investment | Investment management | 1 | $322,849 |
| The Bank of New York Mellon | Custodial (other than securities); Custodial (securities); Trustee (bank, trust company, or similar financial institution) | 1 | $212,777 |
| Commerce Bank | Custodial (securities); Investment management | 1 | $117,700 |
| SageView Advisory Group LLC | Investment advisory (plan) | 1 | $101,140 |
| CBIZ CPAS P.C. | Accounting (including auditing) | 2 | $86,805 |
| Milliman Inc. | Actuarial | 1 | $59,585 |
| Spencer Fane Britt & Browne LLP | Legal | 1 | $21,690 |
| MHM Retirement Plan Solutions | — | 2 | $15,600 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Evergy, Inc. have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Evergy, Inc. Retirement Plan, Evergy, Inc. 401(k) Savings Plan and Evergy, Inc. Joint Trusteed Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Evergy, Inc. contribute to its plans?
$111,797,273 in employer contributions across these plans in their latest plan years, about $13,068 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name SEI Investment Management Corp., Willis Towers Watson US LLC, Empower Advisory Group LLC and Mercer (US) Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.