401(k) · DOL Form 5500 · 2023

Mosher Financial Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
8
Participants Small participant base
60th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan · Sponsored by Mosher Financial Advisors, LLC · California · Finance & Insurance

$11M in assets, 8 participants

Mosher Financial Advisors, LLC's Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #4,011 in Finance & Insurance (8,869 peers)

Mosher Financial Advisors, LLC multi-year trail

Mosher Financial Advisors, LLC's plans moved +53.0% in assets from 2022 to 2024; this filing shows Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan at $11M / 8 participants.

#4,011
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,893,573 Top 40% higher than 60% 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

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823054990 · Mosher Financial Advisors, LLC PY 2023 · 401(k)

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan · $11M · 8 · 60th

  • IND $11M
  • IND 8
  • IND 60th
  • IND 401(k)
  • IND near Armorworks Retirement Savings Plan
  • IND ind #4011

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 California →

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing PlanMosher & Ellis Financial Pla…$11MArmorworks Retirement Savings PlanArmorworks Retirement Saving…$11MCyrq Energy 401(k) Plan$11MThe Genoa Banking Center Incentive Savings PlanThe Genoa Banking Center Inc…$11MSbc 401(k) Plan and Trust$11M
End-of-year total assets ($M) among Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mosher Financial Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mosher Financial Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 52.970464746455306% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.03M $13.8M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 7 $9M
2023 1 8 $11M
2024 1 8 $14M

Mosher Financial Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN823054990
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010893573 · Participants: 8Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Armorworks Retirement Savings Plan in AZ ($11M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.7% during 2023, from $9M to $11M. Reported net income was $2M.
How have Mosher Financial Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosher Financial Advisors, LLC's sponsor-wide assets grew 53.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Armorworks Retirement Savings Plan in AZ ($11M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M 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 823054990.

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.