401(k) · DOL Form 5500 · 2023

Morningstar Senior Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,596
Participants Near avg headcount
43rd
Percentile by assets National rank
$2,858
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morningstar Senior Living Retirement Plan · Sponsored by Morningstar Senior Management, LLC · Colorado · Healthcare & Social Assistance

$5M in assets, 1,596 participants

Morningstar Senior Management, LLC's Morningstar Senior Living Retirement Plan reported $5M in total assets and 1,596 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,146 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

Morningstar Senior Living Retirement Plan covers 1,596 participants in Colorado, 4.2x the typical Colorado plan (state average ~376 per filing). Assets: $5M.

#8,146
in Healthcare & Social Assistance (17,684 peers)
+69.0%
assets growth YoY

Morningstar Senior Living Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Morningstar Senior Living Retirement Plan vs every filed plan by assets

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

$4,562,040 43rd percentile higher than 43% 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

Morningstar Senior Living Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningstar Senior Living Retirement Plan lands in the large band (1,596 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morningstar Senior Living Retirement Plan reported net income rose from $537K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morningstar Senior Living Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Morningstar Senior Living Retirement Plan reported participants rose from 1,500 in the plan year 2022 filing to 1,596 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203561128 · Morningstar Senior Management, LLC PY 2023 · 401(k)

Morningstar Senior Living Retirement Plan · $5M · 1,596 · 43rd

  • IND $5M
  • IND 1,596
  • IND 43rd
  • IND 401(k)
  • IND near Azbil North America, Inc. 401(k) Plan
  • IND ind #8146

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 Healthcare & Social Assistance retirement plans → · Plans in Colorado →

Morningstar Senior Living Retirement Plan in the asset neighbourhood

Morningstar Senior Living Retirement PlanMorningstar Senior Living Re…$5MAzbil North America, Inc. 401(k) PlanAzbil North America, Inc. 40…$5MSouth Central Mental Health Counseling Center Inc. 401(k) PlanSouth Central Mental Health …$5MOttawa Plant Food, Inc. Retirement Plan and TrustOttawa Plant Food, Inc. Reti…$5MJ.a. Marketing, Inc. 401(k) Profit Sharing PlanJ.a. Marketing, Inc. 401(k) …$5M
End-of-year total assets ($M) among Morningstar Senior Living Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN203561128
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morningstar Senior Management, LLC)

Sponsor-wide plan assets over time

All Morningstar Senior Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 133.21668735295754% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.7M $6.29M ▲ +133.0%
Year Plans Participants Total Assets
2022 1 1,500 $3M
2023 1 1,596 $5M
2024 1 2,642 $6M

Nearby 401(k) Plans in Colorado

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

Morningstar Senior Living Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Morningstar Senior Living Retirement Plan, Total assets ($B): 0.00456204 · Participants: 1596Morningstar Senior Living Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Morningstar Senior Living Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Morningstar Senior Living Retirement Plan side-by-side with 3 peers →

Morningstar Senior Living Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Azbil North America, Inc. 401(k) Plan in AZ ($5M); by covered participants it is Melrosewakefield Healthcare 401(k) Savings Plan in MA (1,596 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,596 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 Morningstar Senior Living Retirement Plan assets move in 2023? ▼
Morningstar Senior Living Retirement Plan surged - up 69.0% during 2023, from $3M to $5M. Reported net income was $2M.
How have Morningstar Senior Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar Senior Management, LLC's sponsor-wide assets grew 133.2%, from $3M to $6M.
Which 401(k) plans are similar in size to Morningstar Senior Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Azbil North America, Inc. 401(k) Plan in AZ ($5M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Morningstar Senior Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melrosewakefield Healthcare 401(k) Savings Plan in MA (1,596 participants, $171M 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 203561128.

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.