401(k) · DOL Form 5500 · 2023

Moss & Barnett, a Professional Association 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
146
Participants Small participant base
93rd
Percentile by assets National rank
$914,973
Avg per participant High balance/head
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Official DOL plan name: Moss & Barnett Profit Sharing and 401(k) Plan · Sponsored by Moss & Barnett, a Professional Association · Minnesota · Professional & Technical Services

$134M in assets, 146 participants

Moss & Barnett, a Professional Association's Moss & Barnett Profit Sharing and 401(k) Plan reported $134M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,147 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Moss & Barnett Profit Sharing and 401(k) Plan covers 146 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $134M.

#19,147
in Professional & Technical Services (20,321 peers)
+14.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Moss & Barnett Profit Sharing and 401(k) Plan's outsized position by total assets

Moss & Barnett Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$133,586,058 Top 7% higher than 93% 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

Moss & Barnett Profit Sharing and 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. Moss & Barnett Profit Sharing and 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moss & Barnett Profit Sharing and 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Moss & Barnett Profit Sharing and 401(k) Plan end-of-year assets rose from $117M in the plan year 2022 filing to $134M in the plan year 2023 filing.
  • Moss & Barnett Profit Sharing and 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410943845 · Moss & Barnett, a Professional Association PY 2023 · 401(k)

Moss & Barnett Profit Sharing and 401(k) Plan · $134M · 146 · 93rd

  • VS-ST $134M
  • BOY 146
  • SCH 93rd
  • EBSA 401(k)
  • PART near Pacific Office Automation Capital Accumulation Plan
  • TYPE ind #19147

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 Minnesota →

Moss & Barnett Profit Sharing and 401(k) Plan in the asset neighbourhood

Nektar Therapeutics 401(k) PlanNektar Therapeutics 401(k) P…$134MPacific Office Automation Capital Accumulation PlanPacific Office Automation Ca…$134MMoss & Barnett Profit Sharing and 401(k) PlanMoss & Barnett Profit Sharin…$134MFidelity & Guaranty Life 401(k) PlanFidelity & Guaranty Life 401…$134MEmployer Services Corporation's 401(k) Retirement PlanEmployer Services Corporatio…$134M
End-of-year total assets ($M) among Moss & Barnett Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$134M
Net Income$17M
Employer EIN410943845
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Moss & Barnett, a Professional Association)

Sponsor-wide plan assets over time

All Moss & Barnett, a Professional Association plans reported in each filing year

Latest sponsor-wide plan assets
$141M 20.78524775647351% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $117M $141M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 139 $117M
2023 1 146 $134M
2024 1 147 $141M

Nearby 401(k) Plans in Minnesota

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

Moss & Barnett Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Moss & Barnett Profit Sharing and 401(k) Plan, Total assets ($B): 0.133586058 · Participants: 146Moss & Barnett Profit Sharing and 401(k) 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
Moss & Barnett Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Moss & Barnett Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Moss & Barnett Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pacific Office Automation Capital Accumulation Plan in OR ($134M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Moss & Barnett Profit Sharing and 401(k) Plan assets move in 2023? ▼
Moss & Barnett Profit Sharing and 401(k) Plan grew at a solid clip - up 14.4% during 2023, from $117M to $134M. Reported net income was $17M.
How have Moss & Barnett, a Professional Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moss & Barnett, a Professional Association's sponsor-wide assets grew 20.8%, from $117M to $141M.
Where does Moss & Barnett Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Moss & Barnett Profit Sharing and 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Moss & Barnett Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Office Automation Capital Accumulation Plan in OR ($134M, 1,221 participants).
Which 401(k) plans cover a similar participant headcount to Moss & Barnett Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 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 410943845.

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.