401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$117M
Total assets Near avg plan size
139
Participants Small participant base
94th
Percentile by assets National rank
$840,267
Avg per participant High balance/head
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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.

  • #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.

#20,417
in Professional & Technical Services (21,562 peers)
-15.3%
assets change YoY
1.2×
vs typical plan assets (national mean)

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.

Moss & Barnett Profit Sharing and 401(k) Plan's outsized position 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 $2,050,000,000 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

Moss & Barnett Profit Sharing and 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. Moss & Barnett Profit Sharing and 401(k) Plan sits mid-pack in the medium band (139 participants).

DOL schedule card

Filing strip 410943845 · Moss & Barnett, a Professional Association PY 2022 · 401(k)

Moss & Barnett Profit Sharing and 401(k) Plan · $117M · 139 · 94th

  • EOY $117M
  • 5500 139
  • ASSETS 94th
  • PCT 401(k)
  • EIN near Walter P Moore & Associates, Inc. 401(k) Profit Sharing Plan
  • RANK ind #20417

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Moss & Barnett Profit Sharing and 401(k) Plan in the asset neighbourhood

Insurity, LLC. 401(k) Retirement Savings PlanInsurity, LLC. 401(k) Retire…$117MCalifornia Casualty Management Company Savings Investment Plan for Salaried EmployeesCalifornia Casualty Manageme…$117MMoss & Barnett Profit Sharing and 401(k) PlanMoss & Barnett Profit Sharin…$117MWalter P Moore & Associates, Inc. 401(k) Profit Sharing PlanWalter P Moore & Associates,…$117MWahl Clipper Corp 401(k) Profit Sharing PlanWahl Clipper Corp 401(k) Pro…$117M
End-of-year total assets ($M) among Moss & Barnett Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Moss & Barnett, a Professional Association plans reported in each filing year

Latest sponsor-wide plan assets
$141M 20.78524775647351% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $117M $141M ▲ +20.8%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Moss & Barnett Profit Sharing and 401(k) Plan, Total assets ($B): 0.11679715 · Participants: 139Moss & Barnett Profit Sharing and 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Moss & Barnett Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Moss & Barnett Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Moss & Barnett Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Walter P Moore & Associates, Inc. 401(k) Profit Sharing Plan in TX ($117M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 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).
Which 401(k) plans cover a similar participant headcount to Moss & Barnett Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 410943845.

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.