401(k) · DOL Form 5500 · 2022
Morning Star Company 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 489
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $128,322
- Avg per participant Near avg balance/head
Official DOL plan name: Morning Star Company 401(k) Profit Sharing Plan · Sponsored by Morning Star Company · California · Agriculture, Forestry & Fishing
$63M in assets, 489 participants
Morning Star Company's Morning Star Company 401(k) Profit Sharing Plan reported $63M in total assets and 489 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #1,444 in Agriculture, Forestry & Fishing (1,523 peers)
Where Morning Star Company 401(k) Profit Sharing Plan sits by assets
Morning Star Company 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $63M for 489 participants (~$128,322/participant), down 14.5% in 2022.
- #1,444
- in Agriculture, Forestry & Fishing (1,523 peers)
- -14.5%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morning Star Company 401(k) Profit Sharing Plan's outsized position by total assets
Morning Star Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$62,749,493 Top 10% higher than 90% 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
Morning Star Company 401(k) Profit Sharing 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. Morning Star Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (489 participants).
Form 5500 schedule snapshot
Filing strip 942421552 · Morning Star Company PY 2022 · 401(k)
Morning Star Company 401(k) Profit Sharing Plan · $63M · 489 · 90th
- 5500 $63M
- ASSETS 489
- PCT 90th
- EIN 401(k)
- RANK near Eastern Propane 401(k) Plan
- PHOTO ind #1444
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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →
Morning Star Company 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$11M |
| Employer EIN | 942421552 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morning Star Company)
Sponsor-wide plan assets over time
All Morning Star Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 44.31083929235891% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 489 | $63M |
| 2023 | 1 | 554 | $76M |
| 2024 | 1 | 642 | $91M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Morning Star Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Eastern Propane 401(k) Plan in NH ($63M); by covered participants it is Mvb Bank, Inc. 401(k) Retirement Plan in WV (489 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Eastern Propane 401(k) Plan (NH) $63M · 431
- Linklaters LLP 401(k) Profit Sharing Plan (NY) $63M · 104
- Build Retirement Plan (AR) $63M · 448
- Tlc Retirement Savings Plan (MN) $63M · 4,016
Similar participant headcount
Nearest other-state filings by covered participants (489 participants); asset peers above are excluded.
- Mvb Bank, Inc. 401(k) Retirement Plan (WV) 489 · 0 off
- Amsco Windows 401(k) Profit Sharing Plan (UT) 489 · 0 off
- Concept Rehab, Inc. 401(k) Plan (OH) 489 · 0 off
- Lincoln Investment 401(k) and Profit Sharing Plan (PA) 489 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.