401(k) · DOL Form 5500 · 2023

Morinda Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
237
Participants Below avg headcount
74th
Percentile by assets National rank
$93,213
Avg per participant Below avg balance/head
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Official DOL plan name: Morinda Holdings, Inc. Profit Sharing 401(k) Plan · Sponsored by Morinda Holdings, Inc. · Utah · Wholesale Trade

$22M in assets, 237 participants

Morinda Holdings, Inc.'s Morinda Holdings, Inc. Profit Sharing 401(k) Plan reported $22M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,534 in Wholesale Trade (6,309 peers)

Coverage in Utah

Morinda Holdings, Inc. Profit Sharing 401(k) Plan covers 237 participants in Utah, about 40% of the average Utah filer (state average ~592 per filing). Assets: $22M.

#4,534
in Wholesale Trade (6,309 peers)
-0.5%
assets change YoY

Morinda Holdings, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Morinda Holdings, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$22,091,412 Top 26% higher than 74% 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

Morinda Holdings, Inc. Profit Sharing 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. Morinda Holdings, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morinda Holdings, Inc. Profit Sharing 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Morinda Holdings, Inc. Profit Sharing 401(k) Plan reported participants fell from 379 in the plan year 2022 filing to 237 in the plan year 2023 filing.
  • Morinda Holdings, Inc. Profit Sharing 401(k) Plan end-of-year assets fell from $22M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 571189756 · Morinda Holdings, Inc. PY 2023 · 401(k)

Morinda Holdings, Inc. Profit Sharing 401(k) Plan · $22M · 237 · 74th

  • VS-ST $22M
  • VS-ST 237
  • VS-ST 74th
  • VS-ST 401(k)
  • VS-ST near Johnson Laffen Galloway Architects Ltd Safe Harbor 401(k) Plan
  • VS-ST ind #4534

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 Wholesale Trade retirement plans → · Plans in Utah →

Morinda Holdings, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Morinda Holdings, Inc. Profit Sharing 401(k) PlanMorinda Holdings, Inc. Profi…$22MJohnson Laffen Galloway Architects Ltd Safe Harbor 401(k) PlanJohnson Laffen Galloway Arch…$22MCoakley & Williams Construction LLCCoakley & Williams Construct…$22MKnowlan's Super Markets, Inc. 401(k) Retirement Savings PlanKnowlan's Super Markets, Inc…$22MSherwood Management Co., Inc. & Associated 401(k) Profit Sharing PlanSherwood Management Co., Inc…$22M
End-of-year total assets ($M) among Morinda Holdings, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN571189756
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morinda Holdings, Inc.)

Sponsor-wide plan assets over time

All Morinda Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 13.905840412447173% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.2M $25.3M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 379 $22M
2023 1 237 $22M
2024 1 157 $25M

Nearby 401(k) Plans in Utah

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

Morinda Holdings, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Morinda Holdings, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.022091412 · Participants: 237Morinda Holdings, Inc. Profit Sharing 401(k) 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
Morinda Holdings, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Morinda Holdings, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Morinda Holdings, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Johnson Laffen Galloway Architects Ltd Safe Harbor 401(k) Plan in ND ($22M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Morinda Holdings, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Morinda Holdings, Inc. Profit Sharing 401(k) Plan held essentially flat - down 0.5% during 2023, from $22M to $22M. Reported net income was $1M.
How have Morinda Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morinda Holdings, Inc.'s sponsor-wide assets grew 13.9%, from $22M to $25M.
Which 401(k) plans are similar in size to Morinda Holdings, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Laffen Galloway Architects Ltd Safe Harbor 401(k) Plan in ND ($22M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Morinda Holdings, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K 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 571189756.

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.