401(k) · DOL Form 5500 · 2023

Fred a. Moreton & Company 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
218
Participants Below avg headcount
88th
Percentile by assets National rank
$288,557
Avg per participant High balance/head
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Official DOL plan name: Moreton Companies Profit Sharing Plan · Sponsored by Fred a. Moreton & Company · Utah · Finance & Insurance

$63M in assets, 218 participants

Fred a. Moreton & Company's Moreton Companies Profit Sharing Plan reported $63M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,193 in Finance & Insurance (8,869 peers)

Coverage in Utah

Moreton Companies Profit Sharing Plan covers 218 participants in Utah, about 37% of the average Utah filer (state average ~592 per filing). Assets: $63M.

#7,193
in Finance & Insurance (8,869 peers)
+12.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Moreton Companies Profit Sharing Plan's outsized position by total assets

Moreton Companies Profit Sharing Plan vs every filed plan by assets

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

$62,905,498 Top 12% higher than 88% 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

Moreton Companies Profit Sharing 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. Moreton Companies Profit Sharing Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moreton Companies Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Moreton Companies Profit Sharing Plan end-of-year assets rose from $56M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Moreton Companies Profit Sharing Plan reported participants rose from 194 in the plan year 2022 filing to 218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870218394 · Fred a. Moreton & Company PY 2023 · 401(k)

Moreton Companies Profit Sharing Plan · $63M · 218 · 88th

  • BOOK $63M
  • VS-ST 218
  • BOY 88th
  • SCH 401(k)
  • EBSA near Alk 401(k) Plan
  • PART ind #7193

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 Finance & Insurance retirement plans → · Plans in Utah →

Moreton Companies Profit Sharing Plan in the asset neighbourhood

Bellwether Enterprise Real Estate Capital 401(k) PlanBellwether Enterprise Real E…$63MWarady & Davis, LLP Profit Sharing and Savings PlanWarady & Davis, LLP Profit S…$63MMoreton Companies Profit Sharing PlanMoreton Companies Profit Sha…$63MAlk 401(k) Plan$63MCurinos, Inc. 401(k) Plan$63M
End-of-year total assets ($M) among Moreton Companies Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$63M
Net Income$7M
Employer EIN870218394
Plan Effective Date1959-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred a. Moreton & Company)

Sponsor-wide plan assets over time

All Fred a. Moreton & Company plans reported in each filing year

Latest sponsor-wide plan assets
$67M 19.478462013896806% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.7M $66.6M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 194 $56M
2023 1 218 $63M
2024 1 233 $67M

Nearby 401(k) Plans in Utah

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

Moreton Companies Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Moreton Companies Profit Sharing Plan, Total assets ($B): 0.062905498 · Participants: 218Moreton Companies Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Moreton Companies Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Moreton Companies Profit Sharing Plan side-by-side with 3 peers →

Moreton Companies Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Alk 401(k) Plan in TX ($63M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Moreton Companies Profit Sharing Plan assets move in 2023? ▼
Moreton Companies Profit Sharing Plan grew at a solid clip - up 12.9% during 2023, from $56M to $63M. Reported net income was $7M.
How have Fred a. Moreton & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fred a. Moreton & Company's sponsor-wide assets grew 19.5%, from $56M to $67M.
Where does Moreton Companies Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Moreton Companies Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Moreton Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alk 401(k) Plan in TX ($63M, 492 participants).
Which 401(k) plans cover a similar participant headcount to Moreton Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M 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 870218394.

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.