401(k) · DOL Form 5500 · 2023

Mooring Financial Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
19
Participants Small participant base
47th
Percentile by assets National rank
$305,508
Avg per participant High balance/head
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Official DOL plan name: Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by Mooring Financial Corporation · Virginia · Finance & Insurance

$6M in assets, 19 participants

Mooring Financial Corporation's Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,986 in Finance & Insurance (8,869 peers)

Mooring Financial Corporation multi-year trail

Mooring Financial Corporation's plans moved +41.3% in assets from 2022 to 2024; this filing shows Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust at $6M / 19 participants.

#2,986
in Finance & Insurance (8,869 peers)
+18.5%
assets growth YoY

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,804,658 47th percentile higher than 47% of 127,068 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 2023

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust reported net income rose from -$768K in the plan year 2022 filing to $908K in the plan year 2023 filing.
  • Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521495982 · Mooring Financial Corporation PY 2023 · 401(k)

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust · $6M · 19 · 47th

  • EOY $6M
  • 5500 19
  • ASSETS 47th
  • PCT 401(k)
  • EIN near Ekso Bionics 401(k) Plan
  • RANK ind #2986

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 Finance & Insurance retirement plans → · Plans in Virginia →

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mooring Financial Corporation 401(k) Profit Sharing Plan & TrustMooring Financial Corporatio…$6MEkso Bionics 401(k) Plan$6MGoodwill Industries of Hawaii, Inc. 401(k) Retirement Savings PlanGoodwill Industries of Hawai…$6MSoutheast Bancshares, Inc. Retirement Savings PlanSoutheast Bancshares, Inc. R…$6MSwainsboro Bankshares, Inc. Section 401(k) Profit Sharing PlanSwainsboro Bankshares, Inc. …$6M
End-of-year total assets ($M) among Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mooring Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Mooring Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.3427416802292% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.9M $6.92M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 19 $6M
2024 1 19 $7M

Mooring Financial Corporation filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$908K
Employer EIN521495982
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005804658 · Participants: 19Mooring Financial Corporation 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Ekso Bionics 401(k) Plan in CA ($6M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust grew sharply - up 18.5% during 2023, from $5M to $6M. Reported net income was $908K.
How have Mooring Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mooring Financial Corporation's sponsor-wide assets grew 41.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ekso Bionics 401(k) Plan in CA ($6M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521495982.

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.