401(k) · DOL Form 5500 · 2023

Moneytree, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
503
Participants Below avg headcount
79th
Percentile by assets National rank
$57,435
Avg per participant Low balance/head
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Official DOL plan name: Moneytree, Inc. Profit Sharing and 401(k) Plan · Sponsored by Moneytree, Inc. · Washington · Finance & Insurance

$29M in assets, 503 participants

Moneytree, Inc.'s Moneytree, Inc. Profit Sharing and 401(k) Plan reported $29M in total assets and 503 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,972 in Finance & Insurance (8,869 peers)

Coverage in Washington

Moneytree, Inc. Profit Sharing and 401(k) Plan covers 503 participants in Washington, about 34% of the average Washington filer (state average ~1,476 per filing). Assets: $29M.

#5,972
in Finance & Insurance (8,869 peers)
+16.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Moneytree, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets

Moneytree, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$28,890,050 Top 21% higher than 79% 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

Moneytree, Inc. Profit Sharing and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moneytree, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (503 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moneytree, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Moneytree, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911218621 · Moneytree, Inc. PY 2023 · 401(k)

Moneytree, Inc. Profit Sharing and 401(k) Plan · $29M · 503 · 79th

  • NET $29M
  • NET 503
  • NET 79th
  • NET 401(k)
  • NET near Mcgee Brothers Co., Inc. 401(k) Retirement Plan
  • NET ind #5972

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 Washington →

Moneytree, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Moneytree, Inc. Profit Sharing and 401(k) PlanMoneytree, Inc. Profit Shari…$29MMcgee Brothers Co., Inc. 401(k) Retirement PlanMcgee Brothers Co., Inc. 401…$29MGillman Services, Inc. 401(k) PlanGillman Services, Inc. 401(k…$29MWillow Valley Communities 401(k) PlanWillow Valley Communities 40…$29MParkway Bancorp, Inc. 401(k) PlanParkway Bancorp, Inc. 401(k)…$29M
End-of-year total assets ($M) among Moneytree, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN911218621
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moneytree, Inc.)

Sponsor-wide plan assets over time

All Moneytree, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 20.98415768962613% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $30M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 500 $25M
2023 1 503 $29M
2024 1 489 $30M

Nearby 401(k) Plans in Washington

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

Moneytree, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Moneytree, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.02889005 · Participants: 503Moneytree, Inc. Profit Sharing and 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Moneytree, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Moneytree, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Moneytree, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Mcgee Brothers Co., Inc. 401(k) Retirement Plan in NC ($29M); by covered participants it is Ehpv 401(k) Plan in NE (503 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (503 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 Moneytree, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Moneytree, Inc. Profit Sharing and 401(k) Plan grew sharply - up 16.4% during 2023, from $25M to $29M. Reported net income was $4M.
How have Moneytree, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moneytree, Inc.'s sponsor-wide assets grew 21.0%, from $25M to $30M.
Where does Moneytree, Inc. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Moneytree, Inc. Profit Sharing and 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Moneytree, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgee Brothers Co., Inc. 401(k) Retirement Plan in NC ($29M, 539 participants).
Which 401(k) plans cover a similar participant headcount to Moneytree, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (503 participants, $5M 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 911218621.

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.