401(k) · DOL Form 5500 · 2022

Moss & Barnett, a Professional Association 401(k) Plan

Data updated 2026-08-11

$117M
Total assets
139
Participants
94th
Percentile by assets
$840,267
Avg per participant
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Official DOL plan name: Moss & Barnett Profit Sharing and 401(k) Plan · Sponsored by Moss & Barnett, a Professional Association · Minnesota · Professional & Technical Services

$117M in assets, 139 participants

Moss & Barnett, a Professional Association's Moss & Barnett Profit Sharing and 401(k) Plan reported $117M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #20,417 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Moss & Barnett Profit Sharing and 401(k) Plan covers 139 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $117M.

$117M
total plan assets (2022 EOY)
139
covered participants
94th
percentile by assets (of 139,126 plans)
$840,267
avg assets per participant

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Moss & Barnett Profit Sharing and 401(k) Plan sits by total assets

Moss & Barnett Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$116,797,150 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Moss & Barnett Profit Sharing and 401(k) Plan reports 139 participants - about 12% of that state average ($117M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$117M
Net Income-$21M
Employer EIN410943845
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Moss & Barnett, a Professional Association)

$110M$120M$130M$140M$150M 202220232024 $117M $141M ▲ +20.8%
Total plan assets by year, all Moss & Barnett, a Professional Association plans on file
Year Plans Participants Total Assets
2022 1 139 $117M
2023 1 146 $134M
2024 1 147 $141M

Nearby 401(k) Plans in Minnesota

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

Moss & Barnett Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Moss & Barnett Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Moss & Barnett Profi…Unitedhealth Group 4…Medtronic Savings an…Target Corporation 4…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Moss & Barnett Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Moss & Barnett Profit Sharing and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Moss & Barnett Profit Sharing and 401(k) Plan assets move in 2022?
Moss & Barnett Profit Sharing and 401(k) Plan declined sharply - down 15.3% during 2022, from $138M to $117M. Reported net income was -$21M.
How have Moss & Barnett, a Professional Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Moss & Barnett, a Professional Association's sponsor-wide assets grew 20.8%, from $117M to $141M.
Where does Moss & Barnett Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers?
Moss & Barnett Profit Sharing and 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Moss & Barnett Profit Sharing and 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Walter P Moore & Associates, Inc. 401(k) Profit Sharing Plan in TX ($117M, 582 participants).

Next read for Moss & Barnett Profit Sharing and 401(k)…

Filing takeaways

Ways to act on Moss & Barnett Profit Sharing and 401(k) Plan's numbers.