Other · DOL Form 5500 · 2023

Mozaffari Engineering Retirement Plan

Data updated 2026-08-25

$673K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$96,161
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mozaffari Engineering 401(k) Profit Sharing Plan and Trust · Sponsored by Mozaffari Engineering · California · Professional & Technical Services

$673K in assets, 7 participants

Mozaffari Engineering's Mozaffari Engineering 401(k) Profit Sharing Plan and Trust reported $673K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,123 in Professional & Technical Services (20,321 peers)

Mozaffari Engineering multi-year trail

Mozaffari Engineering's plans moved +68.7% in assets from 2022 to 2024; this filing shows Mozaffari Engineering 401(k) Profit Sharing Plan and Trust at $673K / 7 participants.

#3,123
in Professional & Technical Services (20,321 peers)
+30.6%
assets growth YoY

Mozaffari Engineering 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Mozaffari Engineering 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$673,124 20th percentile higher than 20% 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

Mozaffari Engineering 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mozaffari Engineering 401(k) Profit Sharing Plan and Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mozaffari Engineering 401(k) Profit Sharing Plan and Trust reported net income rose from $54K in the plan year 2022 filing to $158K in the plan year 2023 filing.
  • Mozaffari Engineering 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $516K in the plan year 2022 filing to $673K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 844571885 · Mozaffari Engineering PY 2023 · Other

Mozaffari Engineering 401(k) Profit Sharing Plan and Trust · $673K · 7 · 20th

  • BOY $673K
  • SCH 7
  • EBSA 20th
  • PART Other
  • TYPE near Bourbon Heights, Inc. Retirement Plan
  • NET ind #3123

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 Professional & Technical Services retirement plans → · Plans in California →

Mozaffari Engineering 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Mozaffari Engineering 401(k) Profit Sharing Plan and TrustMozaffari Engineering 401(k)…$673KBourbon Heights, Inc. Retirement PlanBourbon Heights, Inc. Retire…$674KAcademy at Ocean Reef Defined Contribution Retirement PlanAcademy at Ocean Reef Define…$668KMark Ryan Company, LLC 401(k) PlanMark Ryan Company, LLC 401(k…$664KCanton Ballet, the 403b Tda PlanCanton Ballet, the 403b Tda …$663K
End-of-year total assets ($M) among Mozaffari Engineering 401(k) Profit Sharing Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mozaffari Engineering multi-year asset trail

Sponsor-wide plan assets over time

All Mozaffari Engineering plans reported in each filing year

Latest sponsor-wide plan assets
$870K 68.74027842965364% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.52M $0.87M ▲ +67.3%
Year Plans Participants Total Assets
2022 1 7 $516K
2023 1 7 $673K
2024 1 8 $870K

Mozaffari Engineering filing trail (2023)

Total Assets (Beginning of Year)$516K
Net Assets (End of Year)$673K
Net Income$158K
Employer EIN844571885
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Mozaffari Engineering 401(k) Profit Sharing Plan and Trust vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mozaffari Engineering 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000673124 · Participants: 7Mozaffari Engineering 401(k) Profit Sharing Plan and TrustStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Mozaffari Engineering 401(k) Profit Sharing Plan and Trust vs. nearby Other plans in California, assets vs. participants

Mozaffari Engineering 401(k) Profit Sharing Plan and Trust's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Bourbon Heights, Inc. Retirement Plan in KY ($674K); by covered participants it is Centro Cristiano Renacer Inc 403(b) in NY (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($673K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Mozaffari Engineering 401(k) Profit Sharing Plan and Trust assets move in 2023?
Mozaffari Engineering 401(k) Profit Sharing Plan and Trust surged - up 30.6% during 2023, from $516K to $673K. Reported net income was $158K.
How have Mozaffari Engineering plan assets changed over time?
Across 3 plan years on file (2022-2024), Mozaffari Engineering's sponsor-wide assets grew 68.7%, from $516K to $870K.
Where does Mozaffari Engineering 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Mozaffari Engineering 401(k) Profit Sharing Plan and Trust ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Mozaffari Engineering 401(k) Profit Sharing Plan and Trust?
Among Other plans in other states, the closest by assets is Bourbon Heights, Inc. Retirement Plan in KY ($674K, 106 participants).
Which Other plans cover a similar participant headcount to Mozaffari Engineering 401(k) Profit Sharing Plan and Trust?
Among Other plans in other states, the closest by covered participants is Centro Cristiano Renacer Inc 403(b) in NY (7 participants, $2M in assets).