401(k) · DOL Form 5500 · 2022
J.F. Moran Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $118,484
- Avg per participant Near avg balance/head
Official DOL plan name: J.F. Moran Company, Inc., 401(k) Plan · Sponsored by J.F. Moran Company, Inc. · Rhode Island · Transportation & Warehousing
$7M in assets, 58 participants
J.F. Moran Company, Inc.'s J.F. Moran Company, Inc., 401(k) Plan reported $7M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #2,319 in Transportation & Warehousing (3,876 peers)
2022 asset change
J.F. Moran Company, Inc., 401(k) Plan declined sharply 18.2% in 2022 ($8M → $7M) for 58 participants.
- #2,319
- in Transportation & Warehousing (3,876 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J.F. Moran Company, Inc., 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
J.F. Moran Company, Inc., 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,872,090 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
J.F. Moran Company, Inc., 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.F. Moran Company, Inc., 401(k) Plan is a small filing (58 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 050185415 · J.F. Moran Company, Inc. PY 2022 · 401(k)
J.F. Moran Company, Inc., 401(k) Plan · $7M · 58 · 57th
- EOY $7M
- EOY 58
- EOY 57th
- EOY 401(k)
- EOY near F & F Distributors, Inc. 401(k) Savings Plan
- EOY ind #2319
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 Transportation & Warehousing retirement plans → · Plans in Rhode Island →
J.F. Moran Company, Inc., 401(k) Plan in the asset neighbourhood
J.F. Moran Company, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All J.F. Moran Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 0.763072078508867% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $7M |
| 2023 | 1 | 70 | $8M |
| 2024 | 1 | 71 | $7M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 050185415 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $24.2B · 273,274
- Textron Savings Plan $5.0B · 25,353
- Cfg Retirement Savings Plan $2.5B · 17,454
- Unfi 401(k) Plan $2.5B · 24,670
- Fm Global 401(k) Savings Plan $1.4B · 3,865
J.F. Moran Company, Inc., 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is F & F Distributors, Inc. 401(k) Savings Plan in CT ($7M); by covered participants it is Huron Community Bank 401(k) Plan in MI (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Huron Community Bank 401(k) Plan (MI) 58 · 0 off
- Halterman's Auto Ranch 401(k) Plan (PA) 58 · 0 off
- Kassity's 401(k) Profit Sharing Plan (CA) 58 · 0 off
- Avilys LLC 401(k) Profit Sharing Plan & Trust (GA) 58 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.