401(k) · DOL Form 5500 · 2022

Moreno & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
147
Participants Small participant base
37th
Percentile by assets National rank
$16,567
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Moreno & Associates, Inc. Profit Sharing 401(k) Plan · Sponsored by Moreno & Associates, Inc. · California · Administrative & Support Services

$2M in assets, 147 participants

Moreno & Associates, Inc.'s Moreno & Associates, Inc. Profit Sharing 401(k) Plan reported $2M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,987 in Administrative & Support Services (4,927 peers)

Coverage in California

Moreno & Associates, Inc. Profit Sharing 401(k) Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,987
in Administrative & Support Services (4,927 peers)
-14.8%
assets change YoY

The plan reported a net loss of $424K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moreno & Associates, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Moreno & Associates, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$2,435,367 37th percentile higher than 37% 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

Moreno & Associates, Inc. Profit Sharing 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. Moreno & Associates, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (147 participants).

Plan-year Form 5500 strip

Filing strip 770341190 · Moreno & Associates, Inc. PY 2022 · 401(k)

Moreno & Associates, Inc. Profit Sharing 401(k) Plan · $2M · 147 · 37th

  • BOY $2M
  • BOY 147
  • BOY 37th
  • BOY 401(k)
  • BOY near Berkshire Housing Development 401(k) Profit Sharing Plan and Trust
  • BOY ind #2987

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 Administrative & Support Services retirement plans → · Plans in California →

Moreno & Associates, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Moreno & Associates, Inc. Profit Sharing 401(k) PlanMoreno & Associates, Inc. Pr…$2MBerkshire Housing Development 401(k) Profit Sharing Plan and TrustBerkshire Housing Developmen…$2MSolid Surface Care, Inc. 401(k) Profit Sharing PlanSolid Surface Care, Inc. 401…$2MLonghorn Construction Services, Inc. Profit Sharing Plan and TrustLonghorn Construction Servic…$2MDiamond Event 401(k) Plan$2M
End-of-year total assets ($M) among Moreno & Associates, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$424K
Employer EIN770341190
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Moreno & Associates, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Moreno & Associates, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.002435367 · Participants: 147Moreno & Associates, Inc. Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Moreno & Associates, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Moreno & Associates, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Moreno & Associates, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Berkshire Housing Development 401(k) Profit Sharing Plan and Trust in MA ($2M); by covered participants it is Volpe Dedicated, Inc. 401(k) Retirement Plan in PA (147 participants). Same-state nearby plans are listed separately above.

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 Moreno & Associates, Inc. Profit Sharing 401(k) Plan assets move in 2022? ▼
Moreno & Associates, Inc. Profit Sharing 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $3M to $2M. Reported net income was -$424K.
Which 401(k) plans are similar in size to Moreno & Associates, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berkshire Housing Development 401(k) Profit Sharing Plan and Trust in MA ($2M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Moreno & Associates, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Volpe Dedicated, Inc. 401(k) Retirement Plan in PA (147 participants, $3M 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 770341190.

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.