401(k) · DOL Form 5500 · 2023

J.F. Moran Company, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 70
Participants Small participant base: 53rd
Percentile by assets National rank: $111,092
Avg per participant Below avg balance/head

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Official DOL plan name: J.F. Moran Company, Inc., 401(k) Plan · Sponsored by J.F. Moran Company, Inc. · Rhode Island · Transportation & Warehousing

$8M in assets, 70 participants

J.F. Moran Company, Inc.'s J.F. Moran Company, Inc., 401(k) Plan reported $8M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#1,803 in Transportation & Warehousing (3,362 peers)

2023 asset change

J.F. Moran Company, Inc., 401(k) Plan grew at a solid clip 13.2% in 2023 ($7M → $8M) for 70 participants.

#1,803
in Transportation & Warehousing (3,362 peers): +13.2%
assets growth YoY

J.F. Moran Company, Inc., 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

J.F. Moran Company, Inc., 401(k) Plan vs every filed plan by assets

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

$7,776,461 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

J.F. Moran Company, Inc., 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.F. Moran Company, Inc., 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

J.F. Moran Company, Inc., 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $904K in the plan year 2023 filing.
J.F. Moran Company, Inc., 401(k) Plan reported participants rose from 58 in the plan year 2022 filing to 70 in the plan year 2023 filing.
J.F. Moran Company, Inc., 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050185415 · J.F. Moran Company, Inc. PY 2023 · 401(k)

J.F. Moran Company, Inc., 401(k) Plan · $8M · 70 · 53rd

SCH $8M
EBSA 70
PART 53rd
TYPE 401(k)
NET near Cox Chevrolet 401(k) Plan
BOOK ind #1803

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 Transportation & Warehousing retirement plans → · Plans in Rhode Island →

End-of-year total assets ($M) among J.F. Moran Company, Inc., 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J.F. Moran Company, Inc. years around the 2023 move

Latest sponsor-wide plan assets: $7M 0.763072078508867% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	58	$7M
2023	1	70	$8M
2024	1	71	$7M

2023 asset-move particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$904K
Employer EIN	050185415
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

J.F. Moran Company, Inc., 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

CVS Health Future Fund 401(k) Plan $27.6B · 265,760
Textron Savings Plan $5.7B · 26,580
Cfg Retirement Savings Plan $2.9B · 19,047
Unfi 401(k) Plan $2.7B · 25,475
Fm Global 401(k) Savings Plan $1.7B · 4,295

Compare J.F. Moran Company, Inc., 401(k) Plan side-by-side with 3 peers →

J.F. Moran Company, Inc., 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Cox Chevrolet 401(k) Plan in FL ($8M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Cox Chevrolet 401(k) Plan (FL) $8M · 161
Heritage Family Funeral Services 401(k) Plan (TN) $8M · 328
Sac Finance, Inc. 401(k) Plan (IN) $8M · 238
Steven H. Sloan, M.D., Inc. 401(k) Plan (CA) $8M · 3

Similar participant headcount

Nearest other-state filings by covered participants (70 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 J.F. Moran Company, Inc., 401(k) Plan assets move in 2023? ▼

J.F. Moran Company, Inc., 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $7M to $8M. Reported net income was $904K.

How have J.F. Moran Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J.F. Moran Company, Inc.'s sponsor-wide assets declined 0.8%, from $7M to $7M.

Which 401(k) plans are similar in size to J.F. Moran Company, Inc., 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cox Chevrolet 401(k) Plan in FL ($8M, 161 participants).

Which 401(k) plans cover a similar participant headcount to J.F. Moran Company, Inc., 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 050185415.