401(k) · DOL Form 5500 · 2023

Mori Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
507
Participants Below avg headcount
80th
Percentile by assets National rank
$62,632
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mori Associates, Inc. 401(k) Plan and Trust · Sponsored by Mori Associates, Inc. · Maryland · Professional & Technical Services

$32M in assets, 507 participants

Mori Associates, Inc.'s Mori Associates, Inc. 401(k) Plan and Trust reported $32M in total assets and 507 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,376 in Professional & Technical Services (20,321 peers)

Where Mori Associates, Inc. 401(k) Plan and Trust sits by assets

Mori Associates, Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 507 participants (~$62,632/participant), up 12.5% in 2023.

#16,376
in Professional & Technical Services (20,321 peers)
+12.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mori Associates, Inc. 401(k) Plan and Trust's outsized position by total assets

Mori Associates, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$31,754,593 Top 20% higher than 80% 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

Mori Associates, Inc. 401(k) Plan and Trust 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. Mori Associates, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mori Associates, Inc. 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mori Associates, Inc. 401(k) Plan and Trust end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Mori Associates, Inc. 401(k) Plan and Trust reported participants rose from 485 in the plan year 2022 filing to 507 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521937913 · Mori Associates, Inc. PY 2023 · 401(k)

Mori Associates, Inc. 401(k) Plan and Trust · $32M · 507 · 80th

  • PCT $32M
  • PCT 507
  • PCT 80th
  • PCT 401(k)
  • PCT near Vogel Retirement Plan
  • PCT ind #16376

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Mori Associates, Inc. 401(k) Plan and Trust in the asset neighbourhood

The Rfa Group Retirement Savings PlanThe Rfa Group Retirement Sav…$32MMori Associates, Inc. 401(k) Plan and TrustMori Associates, Inc. 401(k)…$32MVogel Retirement Plan$32MStockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing PlanStockton Cardiology Medical …$32MSnfc Mortgage Company 401(k) PlanSnfc Mortgage Company 401(k)…$32M
End-of-year total assets ($M) among Mori Associates, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN521937913
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mori Associates, Inc.)

Sponsor-wide plan assets over time

All Mori Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 25.597606118248834% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.2M $35.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 485 $28M
2023 1 507 $32M
2024 1 320 $35M

Nearby 401(k) Plans in Maryland

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

Mori Associates, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mori Associates, Inc. 401(k) Plan and Trust, Total assets ($B): 0.031754593 · Participants: 507Mori Associates, Inc. 401(k) Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Mori Associates, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Mori Associates, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Mori Associates, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Vogel Retirement Plan in PA ($32M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (507 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Mori Associates, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Mori Associates, Inc. 401(k) Plan and Trust grew at a solid clip - up 12.5% during 2023, from $28M to $32M. Reported net income was $4M.
How have Mori Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mori Associates, Inc.'s sponsor-wide assets grew 25.6%, from $28M to $35M.
Where does Mori Associates, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Mori Associates, Inc. 401(k) Plan and Trust ranks in the 80th 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 Mori Associates, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vogel Retirement Plan in PA ($32M, 625 participants).
Which 401(k) plans cover a similar participant headcount to Mori Associates, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (507 participants, $1M 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 521937913.

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.