401(k) · DOL Form 5500 · 2023

Moran & Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 152
Participants Small participant base: 73rd
Percentile by assets National rank: $137,779
Avg per participant Near avg balance/head

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Official DOL plan name: Moran & Company 401(k) Plan · Sponsored by Moran & Company · Illinois · Real Estate

$21M in assets, 152 participants

Moran & Company's Moran & Company 401(k) Plan reported $21M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#4,135 in Real Estate (4,727 peers)

Coverage in Illinois

Moran & Company 401(k) Plan covers 152 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $21M.

#4,135
in Real Estate (4,727 peers): +13.2%
assets growth YoY

Moran & Company 401(k) Plan's outsized position by total assets

Moran & Company 401(k) Plan vs every filed plan by assets

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

$20,942,466 Top 27% higher than 73% 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

Moran & Company 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. Moran & Company 401(k) Plan sits mid-pack in the medium band (152 participants).

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%)

Moran & Company 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Moran & Company 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362979476 · Moran & Company PY 2023 · 401(k)

Moran & Company 401(k) Plan · $21M · 152 · 73rd

PCT $21M
EIN 152
RANK 73rd
PHOTO 401(k)
IND near Cyprus Federal Credit Union 401(k) Profit Sharing Plan and Trust
EOY ind #4135

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 Real Estate retirement plans → · Plans in Illinois →

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

Illinois filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	362979476
Plan Effective Date	1999-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Moran & Company)

Latest sponsor-wide plan assets: $21M 13.218853033445743% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	153	$18M
2023	1	152	$21M

Nearby 401(k) Plans in Illinois

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

Moran & Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Moran & Company 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Cyprus Federal Credit Union 401(k) Profit Sharing Plan and Trust in UT ($21M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Cyprus Federal Credit Union 401(k) Profit Sharing Plan and Trust (UT) $21M · 439
Highly Marelli USA 401(k) Plan (TN) $21M · 327
Sdpmna Savings and Retirement Plan (GA) $21M · 117
Amico Holding Company 401(k) Plan (AL) $21M · 252

Similar participant headcount

Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.

Rapid Financial Services, LLC 401(k) Retirement Plan (MD) 152 · 0 off
Unitex Union 401(k) Plan (NY) 152 · 0 off
American Converters, Inc. Retirement Savings Plan (MN) 152 · 0 off
Rockford Manufacturing Company Savings Plan (TN) 152 · 0 off

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 Moran & Company 401(k) Plan assets move in 2023? ▼

Moran & Company 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $18M to $21M. Reported net income was $2M.

How have Moran & Company plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Moran & Company's sponsor-wide assets grew 13.2%, from $18M to $21M.

Which 401(k) plans are similar in size to Moran & Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cyprus Federal Credit Union 401(k) Profit Sharing Plan and Trust in UT ($21M, 439 participants).

Which 401(k) plans cover a similar participant headcount to Moran & Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 362979476.