401(k) · DOL Form 5500 · 2023

Moore Iacofano Goltsman, Inc 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
243
Participants Below avg headcount
81st
Percentile by assets National rank
$143,247
Avg per participant Near avg balance/head
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Official DOL plan name: Mig 401(k) Plan · Sponsored by Moore Iacofano Goltsman, Inc · California · Professional & Technical Services

$35M in assets, 243 participants

Moore Iacofano Goltsman, Inc's Mig 401(k) Plan reported $35M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,648 in Professional & Technical Services (20,321 peers)

Coverage in California

Mig 401(k) Plan covers 243 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $35M.

#16,648
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mig 401(k) Plan's outsized position by total assets

Mig 401(k) Plan vs every filed plan by assets

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

$34,809,082 Top 19% higher than 81% 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

Mig 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. Mig 401(k) Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mig 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mig 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Mig 401(k) Plan reported participants rose from 232 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943116998 · Moore Iacofano Goltsman, Inc PY 2023 · 401(k)

Mig 401(k) Plan · $35M · 243 · 81st

  • ASSETS $35M
  • ASSETS 243
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Kelc 401(k) Savings Plan
  • ASSETS ind #16648

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 →

Mig 401(k) Plan in the asset neighbourhood

Mig 401(k) Plan$35MKelc 401(k) Savings Plan$35MHeapy Engineering, Inc. Savings PlanHeapy Engineering, Inc. Savi…$35MPollard (U.S.) Ltd 401(k) PlanPollard (U.S.) Ltd 401(k) Pl…$35MDaxko, LLC 401(k) Retirement PlanDaxko, LLC 401(k) Retirement…$35M
End-of-year total assets ($M) among Mig 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN943116998
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moore Iacofano Goltsman, Inc)

Sponsor-wide plan assets over time

All Moore Iacofano Goltsman, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$40M 34.4541573528767% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40.1M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 232 $30M
2023 1 243 $35M
2024 1 251 $40M

Nearby 401(k) Plans in California

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

Mig 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mig 401(k) Plan, Total assets ($B): 0.034809082 · Participants: 243Mig 401(k) 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
Mig 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mig 401(k) Plan side-by-side with 3 peers →

Mig 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kelc 401(k) Savings Plan in NC ($35M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Mig 401(k) Plan assets move in 2023? ▼
Mig 401(k) Plan grew sharply - up 16.9% during 2023, from $30M to $35M. Reported net income was $5M.
How have Moore Iacofano Goltsman, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moore Iacofano Goltsman, Inc's sponsor-wide assets grew 34.5%, from $30M to $40M.
Where does Mig 401(k) Plan rank by assets among Form 5500 filers? ▼
Mig 401(k) Plan ranks in the 81st 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 Mig 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelc 401(k) Savings Plan in NC ($35M, 1,665 participants).
Which 401(k) plans cover a similar participant headcount to Mig 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 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 943116998.

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.