401(k) · DOL Form 5500 · 2022

Moran & Company 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
153
Participants Small participant base
76th
Percentile by assets National rank
$120,898
Avg per participant Near avg balance/head
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Official DOL plan name: Moran & Company 401(k) Plan · Sponsored by Moran & Company · Illinois · Real Estate

$18M in assets, 153 participants

Moran & Company's Moran & Company 401(k) Plan reported $18M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,479 in Real Estate (5,057 peers)

Coverage in Illinois

Moran & Company 401(k) Plan covers 153 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#4,479
in Real Estate (5,057 peers)
-21.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moran & Company 401(k) Plan's outsized position by total assets

Moran & Company 401(k) Plan vs every filed plan by assets

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

$18,497,331 Top 24% higher than 76% 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

Moran & Company 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. Moran & Company 401(k) Plan sits mid-pack in the medium band (153 participants).

DOL schedule card

Filing strip 362979476 · Moran & Company PY 2022 · 401(k)

Moran & Company 401(k) Plan · $18M · 153 · 76th

  • TYPE $18M
  • TYPE 153
  • TYPE 76th
  • TYPE 401(k)
  • TYPE near Vision Care Associates 401(k) Plan
  • TYPE ind #4479

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 Real Estate retirement plans → · Plans in Illinois →

Moran & Company 401(k) Plan in the asset neighbourhood

Moran & Company 401(k) Plan$18MVision Care Associates 401(k) PlanVision Care Associates 401(k…$18MBellavance Beverage Co., LLC Profit Sharing PlanBellavance Beverage Co., LLC…$18MPyramid Consulting, Inc. 401(k) PlanPyramid Consulting, Inc. 401…$18MBiery Cheese Company Employees Profit Sharing PlanBiery Cheese Company Employe…$18M
End-of-year total assets ($M) among Moran & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN362979476
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moran & Company)

Sponsor-wide plan assets over time

All Moran & Company plans reported in each filing year

Latest sponsor-wide plan assets
$21M 13.218853033445743% vs 2022
2023 filing year
$18M$19M$20M$21M$22M 20222023 $18.5M $20.9M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 153 $18M
2023 1 152 $21M

Nearby 401(k) Plans in Illinois

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

Moran & Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Moran & Company 401(k) Plan, Total assets ($B): 0.018497331 · Participants: 153Moran & Company 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Moran & Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Moran & Company 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Vision Care Associates 401(k) Plan in SD ($18M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Moran & Company 401(k) Plan assets move in 2022? ▼
Moran & Company 401(k) Plan declined sharply - down 21.6% during 2022, from $24M to $18M. Reported net income was -$5M.
How have Moran & Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Moran & Company's sponsor-wide assets grew 13.2%, from $18M to $21M.
Where does Moran & Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Moran & Company 401(k) Plan ranks in the 76th 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 Moran & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vision Care Associates 401(k) Plan in SD ($18M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Moran & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants, N/A 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 362979476.

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.