401(k) · DOL Form 5500 · 2022

Morningstar Senior Management, L 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,500
Participants Near avg headcount
39th
Percentile by assets National rank
$1,799
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morningstar Senior Living Retirement Plan · Sponsored by Morningstar Senior Management, L · Colorado · Healthcare & Social Assistance

$3M in assets, 1,500 participants

Morningstar Senior Management, L's Morningstar Senior Living Retirement Plan reported $3M in total assets and 1,500 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,309 in Healthcare & Social Assistance (20,060 peers)

Coverage in Colorado

Morningstar Senior Living Retirement Plan covers 1,500 participants in Colorado, 4.0x the typical Colorado plan (state average ~376 per filing). Assets: $3M.

#8,309
in Healthcare & Social Assistance (20,060 peers)
+24.9%
assets growth YoY

Morningstar Senior Living Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Morningstar Senior Living Retirement Plan vs every filed plan by assets

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

$2,699,050 39th percentile higher than 39% 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

Morningstar Senior Living Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningstar Senior Living Retirement Plan lands in the large band (1,500 participants).

Form 5500 schedule snapshot

Filing strip 203561128 · Morningstar Senior Management, L PY 2022 · 401(k)

Morningstar Senior Living Retirement Plan · $3M · 1,500 · 39th

  • ASSETS $3M
  • ASSETS 1,500
  • ASSETS 39th
  • ASSETS 401(k)
  • ASSETS near County Concrete Corp. 401(k) Plan
  • ASSETS ind #8309

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 Healthcare & Social Assistance retirement plans → · Plans in Colorado →

Morningstar Senior Living Retirement Plan in the asset neighbourhood

Morningstar Senior Living Retirement PlanMorningstar Senior Living Re…$3MCounty Concrete Corp. 401(k) PlanCounty Concrete Corp. 401(k)…$3MGood Shepherd Manor, Inc. Retirement PlanGood Shepherd Manor, Inc. Re…$3MMaltz Auctions Inc 401(k) Profit Sharing PlanMaltz Auctions Inc 401(k) Pr…$3MSchool of Rock, LLC 401(k) PlanSchool of Rock, LLC 401(k) P…$3M
End-of-year total assets ($M) among Morningstar Senior Living Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$537K
Employer EIN203561128
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morningstar Senior Management, L)

Sponsor-wide plan assets over time

All Morningstar Senior Management, L plans reported in each filing year

Latest sponsor-wide plan assets
$6M 133.21668735295754% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.7M $6.29M ▲ +133.0%
Year Plans Participants Total Assets
2022 1 1,500 $3M
2023 1 1,596 $5M
2024 1 2,642 $6M

Nearby 401(k) Plans in Colorado

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

Morningstar Senior Living Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -10123 Total assets ($B) Participants Morningstar Senior Living Retirement Plan, Total assets ($B): 0.00269905 · Participants: 1500Morningstar Senior Living Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Morningstar Senior Living Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Morningstar Senior Living Retirement Plan side-by-side with 3 peers →

Morningstar Senior Living Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is County Concrete Corp. 401(k) Plan in NJ ($3M); by covered participants it is Mueller Group, LLC Retirement Savings Plan No. 2 in GA (1,500 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,500 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 Morningstar Senior Living Retirement Plan assets move in 2022? ▼
Morningstar Senior Living Retirement Plan grew sharply - up 24.9% during 2022, from $2M to $3M. Reported net income was $537K.
How have Morningstar Senior Management, L plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar Senior Management, L's sponsor-wide assets grew 133.2%, from $3M to $6M.
Which 401(k) plans are similar in size to Morningstar Senior Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is County Concrete Corp. 401(k) Plan in NJ ($3M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Morningstar Senior Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mueller Group, LLC Retirement Savings Plan No. 2 in GA (1,500 participants, $46M 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 203561128.

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.