401(k) · DOL Form 5500 · 2023

Motivational Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
110
Participants Small participant base
57th
Percentile by assets National rank
$85,643
Avg per participant Below avg balance/head
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Official DOL plan name: Motivational Systems, Inc. 401(k) Retirement Plan · Sponsored by Motivational Systems, Inc. · California · Manufacturing

$9M in assets, 110 participants

Motivational Systems, Inc.'s Motivational Systems, Inc. 401(k) Retirement Plan reported $9M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,081 in Manufacturing (18,722 peers)

Coverage in California

Motivational Systems, Inc. 401(k) Retirement Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $9M.

#8,081
in Manufacturing (18,722 peers)
+24.1%
assets growth YoY

Motivational Systems, Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Motivational Systems, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$9,420,701 Top 43% higher than 57% 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

Motivational Systems, Inc. 401(k) Retirement 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. Motivational Systems, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Motivational Systems, Inc. 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Motivational Systems, Inc. 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Motivational Systems, Inc. 401(k) Retirement Plan reported participants rose from 99 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953003017 · Motivational Systems, Inc. PY 2023 · 401(k)

Motivational Systems, Inc. 401(k) Retirement Plan · $9M · 110 · 57th

  • PART $9M
  • TYPE 110
  • NET 57th
  • BOOK 401(k)
  • VS-ST near Phononic Inc
  • BOY ind #8081

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 Manufacturing retirement plans → · Plans in California →

Motivational Systems, Inc. 401(k) Retirement Plan in the asset neighbourhood

Motivational Systems, Inc. 401(k) Retirement PlanMotivational Systems, Inc. 4…$9MPhononic Inc$9MWellbiz Brands, Inc. 401(k) PlanWellbiz Brands, Inc. 401(k) …$9MDialysis Center 401(k) Retirement PlanDialysis Center 401(k) Retir…$9MUnited Alloy, Inc. 401(k) Employee Savings PlanUnited Alloy, Inc. 401(k) Em…$9M
End-of-year total assets ($M) among Motivational Systems, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN953003017
Plan Effective Date1993-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Motivational Systems, Inc.)

Sponsor-wide plan assets over time

All Motivational Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 54.70471562348996% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.59M $11.7M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 99 $8M
2023 1 110 $9M
2024 1 119 $12M

Nearby 401(k) Plans in California

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

Motivational Systems, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Motivational Systems, Inc. 401(k) Retirement Plan, Total assets ($B): 0.009420701 · Participants: 110Motivational Systems, Inc. 401(k) Retirement 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
Motivational Systems, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Motivational Systems, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Motivational Systems, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Phononic Inc in NC ($9M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Motivational Systems, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Motivational Systems, Inc. 401(k) Retirement Plan grew sharply - up 24.1% during 2023, from $8M to $9M. Reported net income was $2M.
How have Motivational Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Motivational Systems, Inc.'s sponsor-wide assets grew 54.7%, from $8M to $12M.
Which 401(k) plans are similar in size to Motivational Systems, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phononic Inc in NC ($9M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Motivational Systems, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A 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 953003017.

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.