401(k) · DOL Form 5500 · 2023

Moritz Partners, LP 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 386
Participants Below avg headcount: 73rd
Percentile by assets National rank: $54,104
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Moritz 401(k) Plan · Sponsored by Moritz Partners, LP · Texas · Retail Trade

$21M in assets, 386 participants

Moritz Partners, LP's Moritz 401(k) Plan reported $21M in total assets and 386 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.

#7,009 in Retail Trade (8,414 peers)

Moritz Partners, LP multi-year trail

Moritz Partners, LP's plans moved +31.3% in assets from 2022 to 2024; this filing shows Moritz 401(k) Plan at $21M / 386 participants.

#7,009
in Retail Trade (8,414 peers): +22.7%
assets growth YoY

Moritz 401(k) Plan's outsized position by total assets

Moritz 401(k) Plan vs every filed plan by assets

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

$20,884,257 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

Moritz 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. Moritz 401(k) Plan sits mid-pack in the medium band (386 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%)

Moritz 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Moritz 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Moritz 401(k) Plan reported participants rose from 377 in the plan year 2022 filing to 386 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752336592 · Moritz Partners, LP PY 2023 · 401(k)

Moritz 401(k) Plan · $21M · 386 · 73rd

BOY $21M
BOY 386
BOY 73rd
BOY 401(k)
BOY near Health Help, Inc. Profit Sharing Plan and Trust
BOY ind #7009

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 Retail Trade retirement plans → · Plans in Texas →

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

Moritz Partners, LP multi-year asset trail

Latest sponsor-wide plan assets: $22M 31.25296785323608% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	377	$17M
2023	1	386	$21M
2024	1	396	$22M

Moritz Partners, LP filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$21M
Net Income	$4M
Employer EIN	752336592
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Moritz 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Moritz 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Health Help, Inc. Profit Sharing Plan and Trust in KY ($21M); by covered participants it is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Health Help, Inc. Profit Sharing Plan and Trust (KY) $21M · 333
Pacific Coast Bankers' Bancshares 401(k) Savings Plan (CA) $21M · 107
Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan (MN) $21M · 151
Lexington Home Brands Savings and Retirement Plan (NC) $21M · 387

Similar participant headcount

Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.

Ajr Trucking, Inc. 401(k) Plan (CA) 386 · 0 off
Forum Credit Union 401(k) Plan (IN) 386 · 0 off
Camcraft Inc., 401(k) Plan and Trust (IL) 386 · 0 off
Thanexus, Inc. Retirement Plan (NJ) 386 · 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 Moritz 401(k) Plan assets move in 2023? ▼

Moritz 401(k) Plan grew sharply - up 22.7% during 2023, from $17M to $21M. Reported net income was $4M.

How have Moritz Partners, LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Moritz Partners, LP's sponsor-wide assets grew 31.3%, from $17M to $22M.

Which 401(k) plans are similar in size to Moritz 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Health Help, Inc. Profit Sharing Plan and Trust in KY ($21M, 333 participants).

Which 401(k) plans cover a similar participant headcount to Moritz 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants, $4M 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 752336592.