401(k) · DOL Form 5500 · 2022

Mooring Financial Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
50th
Percentile by assets National rank
$233,194
Avg per participant Above avg balance/head
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Official DOL plan name: Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by Mooring Financial Corporation · Virginia · Finance & Insurance

$5M in assets, 21 participants

Mooring Financial Corporation's Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,236 in Finance & Insurance (9,261 peers)

Mooring Financial Corporation multi-year trail

Mooring Financial Corporation's plans moved +41.3% in assets from 2022 to 2024; this filing shows Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust at $5M / 21 participants.

#3,236
in Finance & Insurance (9,261 peers)
-13.6%
assets change YoY

The plan reported a net loss of $768K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,897,070 Top 50% higher than 50% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust is a small filing (21 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 521495982 · Mooring Financial Corporation PY 2022 · 401(k)

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust · $5M · 21 · 50th

  • EOY $5M
  • 5500 21
  • ASSETS 50th
  • PCT 401(k)
  • EIN near Local 25 New England Teamsters Savings and Investment Plan
  • RANK ind #3236

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 Virginia →

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mooring Financial Corporation 401(k) Profit Sharing Plan & TrustMooring Financial Corporatio…$5MLocal 25 New England Teamsters Savings and Investment PlanLocal 25 New England Teamste…$5MAlight Solutions Caribe, Inc. Savings PlanAlight Solutions Caribe, Inc…$5MTitan Medical Group, LLC 401(k) PlanTitan Medical Group, LLC 401…$5MInception Therapeutics, Inc. 401(k) PlanInception Therapeutics, Inc.…$5M
End-of-year total assets ($M) among Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mooring Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Mooring Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.3427416802292% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.9M $6.92M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 19 $6M
2024 1 19 $7M

Mooring Financial Corporation filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$768K
Employer EIN521495982
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00489707 · Participants: 21Mooring Financial Corporation 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Local 25 New England Teamsters Savings and Investment Plan in MA ($5M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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.

Frequently Asked Questions

How did Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.6% during 2022, from $6M to $5M. Reported net income was -$768K.
How have Mooring Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mooring Financial Corporation's sponsor-wide assets grew 41.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Local 25 New England Teamsters Savings and Investment Plan in MA ($5M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521495982.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.