401(k) · DOL Form 5500 · 2022
Half Moon Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Half Moon Advisors, LLC 401(k) Profit Sharing Plan · Sponsored by Half Moon Advisors, LLC · Florida · Finance & Insurance
$2M in assets, 2 participants
Half Moon Advisors, LLC's Half Moon Advisors, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #2,159 in Finance & Insurance (9,261 peers)
2022 asset change
Half Moon Advisors, LLC 401(k) Profit Sharing Plan declined sharply 26.6% in 2022 ($3M → $2M) for 2 participants.
- #2,159
- in Finance & Insurance (9,261 peers)
- -26.6%
- assets change YoY
The plan reported a net loss of $752K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Half Moon Advisors, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Half Moon Advisors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,074,264 34th percentile higher than 34% 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
Half Moon Advisors, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Half Moon Advisors, LLC 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 134038740 · Half Moon Advisors, LLC PY 2022 · 401(k)
Half Moon Advisors, LLC 401(k) Profit Sharing Plan · $2M · 2 · 34th
- VS-ST $2M
- VS-ST 2
- VS-ST 34th
- VS-ST 401(k)
- VS-ST near Perdido Beach Resort 401(k) Plan
- VS-ST ind #2159
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 Finance & Insurance retirement plans → · Plans in Florida →
Half Moon Advisors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Half Moon Advisors, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Half Moon Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$752K |
| Employer EIN | 134038740 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Half Moon Advisors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Perdido Beach Resort 401(k) Plan in AL ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Perdido Beach Resort 401(k) Plan (AL) $2M · 131
- Ellenos 401(k) Plan (WA) $2M · 115
- Advanced Systems Services, Inc., Ddc/ 401(k) Plan (CA) $2M · 22
- Foresight Golf, L. L. C 401(k) Plan (TX) $2M · 132
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.