401(k) · DOL Form 5500 · 2023

Morning Star Company 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
554
Participants Below avg headcount
89th
Percentile by assets National rank
$137,558
Avg per participant Near avg balance/head
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Official DOL plan name: Morning Star Company 401(k) Profit Sharing Plan · Sponsored by Morning Star Company · California · Agriculture, Forestry & Fishing

$76M in assets, 554 participants

Morning Star Company's Morning Star Company 401(k) Profit Sharing Plan reported $76M in total assets and 554 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #1,214 in Agriculture, Forestry & Fishing (1,288 peers)

Where Morning Star Company 401(k) Profit Sharing Plan sits by assets

Morning Star Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $76M for 554 participants (~$137,558/participant), up 21.4% in 2023.

#1,214
in Agriculture, Forestry & Fishing (1,288 peers)
+21.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Morning Star Company 401(k) Profit Sharing Plan's outsized position by total assets

Morning Star Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$76,207,161 Top 11% higher than 89% 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

Morning Star Company 401(k) Profit Sharing 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. Morning Star Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (554 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morning Star Company 401(k) Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Morning Star Company 401(k) Profit Sharing Plan end-of-year assets rose from $63M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Morning Star Company 401(k) Profit Sharing Plan reported participants rose from 489 in the plan year 2022 filing to 554 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942421552 · Morning Star Company PY 2023 · 401(k)

Morning Star Company 401(k) Profit Sharing Plan · $76M · 554 · 89th

  • TYPE $76M
  • TYPE 554
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near Populous 401(k) Retirement Savings Plan
  • TYPE ind #1214

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Morning Star Company 401(k) Profit Sharing Plan in the asset neighbourhood

Coinstar, LLC 401(k) Retirement Savings PlanCoinstar, LLC 401(k) Retirem…$76MMorning Star Company 401(k) Profit Sharing PlanMorning Star Company 401(k) …$76MPopulous 401(k) Retirement Savings PlanPopulous 401(k) Retirement S…$76MLinklaters LLP 401(k) Profit Sharing PlanLinklaters LLP 401(k) Profit…$76MThe Knot Worldwide 401(k) PlanThe Knot Worldwide 401(k) Pl…$76M
End-of-year total assets ($M) among Morning Star Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$76M
Net Income$13M
Employer EIN942421552
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morning Star Company)

Sponsor-wide plan assets over time

All Morning Star Company plans reported in each filing year

Latest sponsor-wide plan assets
$91M 44.31083929235891% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.8M $90.6M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 489 $63M
2023 1 554 $76M
2024 1 642 $91M

Nearby 401(k) Plans in California

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

Morning Star Company 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 ($B) Participants Morning Star Company 401(k) Profit Sharing Plan, Total assets ($B): 0.076207161 · Participants: 554Morning Star Company 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
Morning Star Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Morning Star Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morning Star Company 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 Populous 401(k) Retirement Savings Plan in MO ($76M); by covered participants it is Aersale 401(k) Plan in FL (554 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (554 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 Morning Star Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Morning Star Company 401(k) Profit Sharing Plan grew sharply - up 21.4% during 2023, from $63M to $76M. Reported net income was $13M.
How have Morning Star Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morning Star Company's sponsor-wide assets grew 44.3%, from $63M to $91M.
Where does Morning Star Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Morning Star Company 401(k) Profit Sharing Plan ranks in the 89th 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 Morning Star Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Populous 401(k) Retirement Savings Plan in MO ($76M, 396 participants).
Which 401(k) plans cover a similar participant headcount to Morning Star Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aersale 401(k) Plan in FL (554 participants, $22M 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 942421552.

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.