401(k) · DOL Form 5500 · 2022

Moritz Partners, LP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
377
Participants Below avg headcount
75th
Percentile by assets National rank
$45,146
Avg per participant Low balance/head
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Official DOL plan name: Moritz 401(k) Plan · Sponsored by Moritz Partners, LP · Texas · Retail Trade

$17M in assets, 377 participants

Moritz Partners, LP's Moritz 401(k) Plan reported $17M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #8,041 in Retail Trade (9,519 peers)

Where Moritz 401(k) Plan sits by assets

Moritz 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 377 participants (~$45,146/participant), down 20.8% in 2022.

#8,041
in Retail Trade (9,519 peers)
-20.8%
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.

Moritz 401(k) Plan's outsized position by total assets

Moritz 401(k) Plan vs every filed plan by assets

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

$17,019,878 Top 25% higher than 75% 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

Moritz 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. Moritz 401(k) Plan sits mid-pack in the medium band (377 participants).

Plan-year Form 5500 strip

Filing strip 752336592 · Moritz Partners, LP PY 2022 · 401(k)

Moritz 401(k) Plan · $17M · 377 · 75th

  • TYPE $17M
  • NET 377
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near The Athletic Media Company 401(k) Plan
  • SCH ind #8041

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 Retail Trade retirement plans → · Plans in Texas →

Moritz 401(k) Plan in the asset neighbourhood

Moritz 401(k) Plan$17MThe Athletic Media Company 401(k) PlanThe Athletic Media Company 4…$17MCommerce Bank & Trust Holding Company & Subsidiaries 401(k) PlanCommerce Bank & Trust Holdin…$17MBridgewater Healthcare, Inc. 403(b) Retirement PlanBridgewater Healthcare, Inc.…$17MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$17M
End-of-year total assets ($M) among Moritz 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN752336592
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moritz Partners, LP)

Sponsor-wide plan assets over time

All Moritz Partners, LP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 31.25296785323608% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.3M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 377 $17M
2023 1 386 $21M
2024 1 396 $22M

Nearby 401(k) Plans in Texas

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

Moritz 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Moritz 401(k) Plan, Total assets ($B): 0.017019878 · Participants: 377Moritz 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Moritz 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Moritz 401(k) Plan side-by-side with 3 peers →

Moritz 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Athletic Media Company 401(k) Plan in CA ($17M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Moritz 401(k) Plan assets move in 2022? ▼
Moritz 401(k) Plan declined sharply - down 20.8% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Moritz Partners, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moritz Partners, LP's sponsor-wide assets grew 31.3%, from $17M to $22M.
Where does Moritz 401(k) Plan rank by assets among Form 5500 filers? ▼
Moritz 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Moritz 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Athletic Media Company 401(k) Plan in CA ($17M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Moritz 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (377 participants, $16M 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 752336592.

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.