401(k) · DOL Form 5500 · 2022
Morningstar Partners, L.P. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $132,887
- Avg per participant Near avg balance/head
Official DOL plan name: Morningstar Partners, L.P. Employees' 401(k) Plan · Sponsored by Morningstar Partners, L.P. · Texas · Mining & Oil Extraction
$20M in assets, 152 participants
Morningstar Partners, L.P.'s Morningstar Partners, L.P. Employees' 401(k) Plan reported $20M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #545 in Mining & Oil Extraction (892 peers)
Coverage in Texas
Morningstar Partners, L.P. Employees' 401(k) Plan covers 152 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $20M.
- #545
- in Mining & Oil Extraction (892 peers)
- -17.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morningstar Partners, L.P. Employees' 401(k) Plan's outsized position by total assets
Morningstar Partners, L.P. Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,198,753 Top 23% higher than 77% 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
Morningstar Partners, L.P. Employees' 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningstar Partners, L.P. Employees' 401(k) Plan sits mid-pack in the medium band (152 participants).
Form 5500 schedule snapshot
Filing strip 320368858 · Morningstar Partners, L.P. PY 2022 · 401(k)
Morningstar Partners, L.P. Employees' 401(k) Plan · $20M · 152 · 77th
- TYPE $20M
- NET 152
- BOOK 77th
- VS-ST 401(k)
- BOY near Phillips Mushroom Farms 401(k) Plan
- SCH ind #545
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 Mining & Oil Extraction retirement plans → · Plans in Texas →
Morningstar Partners, L.P. Employees' 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 320368858 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Morningstar Partners, L.P. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Phillips Mushroom Farms 401(k) Plan in PA ($20M); by covered participants it is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 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.