401(k) · DOL Form 5500 · 2023

Moen Management, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$989,897
Avg per participant High balance/head
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Official DOL plan name: Moen Management, LLC 401(k) Profit Sharing Plan · Sponsored by Moen Management, LLC · Minnesota · Construction

$3M in assets, 3 participants

Moen Management, LLC's Moen Management, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,020 in Construction (9,030 peers)

Moen Management, LLC multi-year trail

Moen Management, LLC's plans moved -27.5% in assets from 2022 to 2024; this filing shows Moen Management, LLC 401(k) Profit Sharing Plan at $3M / 3 participants.

#3,020
in Construction (9,030 peers)
-27.7%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moen Management, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Moen Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,969,691 36th percentile higher than 36% 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

Moen Management, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moen Management, LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moen Management, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Moen Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$57K in the plan year 2022 filing to -$48K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263972595 · Moen Management, LLC PY 2023 · 401(k)

Moen Management, LLC 401(k) Profit Sharing Plan · $3M · 3 · 36th

  • BOOK $3M
  • BOOK 3
  • BOOK 36th
  • BOOK 401(k)
  • BOOK near Somerset Community Services, Inc. 401(k) Plan
  • BOOK ind #3020

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 Construction retirement plans → · Plans in Minnesota →

Moen Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Moen Management, LLC 401(k) Profit Sharing PlanMoen Management, LLC 401(k) …$3MSomerset Community Services, Inc. 401(k) PlanSomerset Community Services,…$3MChappell, Smith & Arden, PA 401(k) Profit Sharing Plan & TrustChappell, Smith & Arden, PA …$3MJeffrey Campbell, LLC 401(k) Profit Sharing PlanJeffrey Campbell, LLC 401(k)…$3MPeer Health Exchange, Inc 401(k) PlanPeer Health Exchange, Inc 40…$3M
End-of-year total assets ($M) among Moen Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Moen Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Moen Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.493862118453627% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $4.11M $2.98M ▼ -27.5%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $3M
2024 1 3 $3M

Moen Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$48K
Employer EIN263972595
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Moen Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Moen Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002969691 · Participants: 3Moen Management, LLC 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Moen Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Moen Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Moen Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Somerset Community Services, Inc. 401(k) Plan in MD ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Moen Management, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Moen Management, LLC 401(k) Profit Sharing Plan declined sharply - down 27.7% during 2023, from $4M to $3M. Reported net income was -$48K.
How have Moen Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moen Management, LLC's sponsor-wide assets declined 27.5%, from $4M to $3M.
Which 401(k) plans are similar in size to Moen Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Somerset Community Services, Inc. 401(k) Plan in MD ($3M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Moen Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 263972595.

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.