401(k) · DOL Form 5500 · 2023

Moody National Management, LP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
635
Participants Below avg headcount
59th
Percentile by assets National rank
$15,690
Avg per participant Low balance/head
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Official DOL plan name: Moody National Management, LP 401(k) Plan · Sponsored by Moody National Management, LP · Texas · Real Estate

$10M in assets, 635 participants

Moody National Management, LP's Moody National Management, LP 401(k) Plan reported $10M in total assets and 635 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,584 in Real Estate (4,727 peers)

Moody National Management, LP multi-year trail

Moody National Management, LP's plans moved +50.4% in assets from 2022 to 2024; this filing shows Moody National Management, LP 401(k) Plan at $10M / 635 participants.

#3,584
in Real Estate (4,727 peers)
+27.7%
assets growth YoY

Moody National Management, LP 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Moody National Management, LP 401(k) Plan vs every filed plan by assets

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

$9,963,382 Top 41% higher than 59% 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

Moody National Management, LP 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. Moody National Management, LP 401(k) Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moody National Management, LP 401(k) Plan reported net income rose from -$853K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Moody National Management, LP 401(k) Plan reported participants rose from 479 in the plan year 2022 filing to 635 in the plan year 2023 filing.
  • Moody National Management, LP 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200209885 · Moody National Management, LP PY 2023 · 401(k)

Moody National Management, LP 401(k) Plan · $10M · 635 · 59th

  • BOY $10M
  • SCH 635
  • EBSA 59th
  • PART 401(k)
  • TYPE near Whatever It Takes Transmisson 401(k) Profit Sharing Plan & Trust
  • NET ind #3584

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 Real Estate retirement plans → · Plans in Texas →

Moody National Management, LP 401(k) Plan in the asset neighbourhood

Moody National Management, LP 401(k) PlanMoody National Management, L…$10MWhatever It Takes Transmisson 401(k) Profit Sharing Plan & TrustWhatever It Takes Transmisso…$10MCapitol Boiler Works, Inc. 401(k) Profit Sharing PlanCapitol Boiler Works, Inc. 4…$10MPhillips and Company Advisors 401(k) Profit Sharing Plan and TrustPhillips and Company Advisor…$10MMfg Solutions Inc Dba Nextern Inc Retirement PlanMfg Solutions Inc Dba Nexter…$10M
End-of-year total assets ($M) among Moody National Management, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Moody National Management, LP multi-year asset trail

Sponsor-wide plan assets over time

All Moody National Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 50.3954191050375% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.8M $11.7M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 479 $8M
2023 1 635 $10M
2024 1 704 $12M

Moody National Management, LP filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN200209885
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Moody National Management, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Moody National Management, LP 401(k) Plan, Total assets ($B): 0.009963382 · Participants: 635Moody National Management, LP 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Moody National Management, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Moody National Management, LP 401(k) Plan side-by-side with 3 peers →

Moody National Management, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Whatever It Takes Transmisson 401(k) Profit Sharing Plan & Trust in KY ($10M); by covered participants it is Belmont Capital Tax Deferred Savings Plan and Trust in MA (635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Moody National Management, LP 401(k) Plan assets move in 2023? ▼
Moody National Management, LP 401(k) Plan grew sharply - up 27.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Moody National Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody National Management, LP's sponsor-wide assets grew 50.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Moody National Management, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whatever It Takes Transmisson 401(k) Profit Sharing Plan & Trust in KY ($10M, 931 participants).
Which 401(k) plans cover a similar participant headcount to Moody National Management, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Capital Tax Deferred Savings Plan and Trust in MA (635 participants, $31M 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 200209885.

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.