401(k) · DOL Form 5500 · 2022

Mori Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
485
Participants Below avg headcount
82nd
Percentile by assets National rank
$58,207
Avg per participant Low balance/head
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Official DOL plan name: Mori Associates, Inc. 401(k) Plan and Trust · Sponsored by Mori Associates, Inc. · Maryland · Professional & Technical Services

$28M in assets, 485 participants

Mori Associates, Inc.'s Mori Associates, Inc. 401(k) Plan and Trust reported $28M in total assets and 485 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,807 in Professional & Technical Services (21,562 peers)

Where Mori Associates, Inc. 401(k) Plan and Trust sits by assets

Mori Associates, Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 485 participants (~$58,207/participant), down 5.4% in 2022.

#17,807
in Professional & Technical Services (21,562 peers)
-5.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mori Associates, Inc. 401(k) Plan and Trust's outsized position by total assets

Mori Associates, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$28,230,300 Top 18% higher than 82% 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

Mori Associates, Inc. 401(k) Plan and Trust 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. Mori Associates, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (485 participants).

EBSA filing schedule strip

Filing strip 521937913 · Mori Associates, Inc. PY 2022 · 401(k)

Mori Associates, Inc. 401(k) Plan and Trust · $28M · 485 · 82nd

  • IND $28M
  • EOY 485
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Texas Petroleum Investment Company 401(k) Plan
  • EIN ind #17807

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 Maryland →

Mori Associates, Inc. 401(k) Plan and Trust in the asset neighbourhood

Association of National Advertisers, Inc. 401(k) Profit Sharing PlanAssociation of National Adve…$28MMori Associates, Inc. 401(k) Plan and TrustMori Associates, Inc. 401(k)…$28MTexas Petroleum Investment Company 401(k) PlanTexas Petroleum Investment C…$28MRicart Employees 401(k) Plan$28MWeidenhammer Systems Corporation 401(k) Retirement Savings PlanWeidenhammer Systems Corpora…$28M
End-of-year total assets ($M) among Mori Associates, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$28M
Net Income-$2M
Employer EIN521937913
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mori Associates, Inc.)

Sponsor-wide plan assets over time

All Mori Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 25.597606118248834% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.2M $35.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 485 $28M
2023 1 507 $32M
2024 1 320 $35M

Nearby 401(k) Plans in Maryland

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

Mori Associates, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Mori Associates, Inc. 401(k) Plan and Trust, Total assets ($B): 0.0282303 · Participants: 485Mori Associates, Inc. 401(k) Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Mori Associates, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Mori Associates, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Mori Associates, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Texas Petroleum Investment Company 401(k) Plan in TX ($28M); by covered participants it is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in CO (485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (485 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 Mori Associates, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Mori Associates, Inc. 401(k) Plan and Trust pulled back noticeably - down 5.4% during 2022, from $30M to $28M. Reported net income was -$2M.
How have Mori Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mori Associates, Inc.'s sponsor-wide assets grew 25.6%, from $28M to $35M.
Where does Mori Associates, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Mori Associates, Inc. 401(k) Plan and Trust ranks in the 82nd 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 Mori Associates, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Texas Petroleum Investment Company 401(k) Plan in TX ($28M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Mori Associates, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in CO (485 participants, $29M 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 521937913.

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.