401(k) · DOL Form 5500 · 2023

Moffatt & Nichol 401(k) Plan

Data updated 2026-08-25

$194M
Total assets Near avg plan size
837
Participants Near avg headcount
95th
Percentile by assets National rank
$231,897
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moffatt & Nichol 401(k) Profit Sharing Plan · Sponsored by Moffatt & Nichol · California · Professional & Technical Services

$194M in assets, 837 participants

Moffatt & Nichol's Moffatt & Nichol 401(k) Profit Sharing Plan reported $194M in total assets and 837 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,475 in Professional & Technical Services (20,321 peers)

Where Moffatt & Nichol 401(k) Profit Sharing Plan sits by assets

Moffatt & Nichol 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $194M for 837 participants (~$231,897/participant), up 26.6% in 2023.

#19,475
in Professional & Technical Services (20,321 peers)
+26.6%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Moffatt & Nichol 401(k) Profit Sharing Plan's outsized position by total assets

Moffatt & Nichol 401(k) Profit Sharing Plan vs every filed plan by assets

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

$194,097,635 Top 5% higher than 95% 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

Moffatt & Nichol 401(k) 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. Moffatt & Nichol 401(k) Profit Sharing Plan sits mid-pack in the medium band (837 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moffatt & Nichol 401(k) Profit Sharing Plan reported net income rose from -$24M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Moffatt & Nichol 401(k) Profit Sharing Plan end-of-year assets rose from $153M in the plan year 2022 filing to $194M in the plan year 2023 filing.
  • Moffatt & Nichol 401(k) Profit Sharing Plan reported participants rose from 768 in the plan year 2022 filing to 837 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951951343 · Moffatt & Nichol PY 2023 · 401(k)

Moffatt & Nichol 401(k) Profit Sharing Plan · $194M · 837 · 95th

  • IND $194M
  • IND 837
  • IND 95th
  • IND 401(k)
  • IND near Block Communications Savings Plan
  • IND ind #19475

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 California →

Moffatt & Nichol 401(k) Profit Sharing Plan in the asset neighbourhood

Block Communications Savings PlanBlock Communications Savings…$194MMoffatt & Nichol 401(k) Profit Sharing PlanMoffatt & Nichol 401(k) Prof…$194MAirborn, Inc. 401(k) Savings and Employee Stock Ownership PlanAirborn, Inc. 401(k) Savings…$194MThird Federal 401(k) Savings PlanThird Federal 401(k) Savings…$194MSamaritan Medical Center/Samaritan Keep Nursing Home Retirement PlanSamaritan Medical Center/Sam…$194M
End-of-year total assets ($M) among Moffatt & Nichol 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$194M
Net Income$41M
Employer EIN951951343
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moffatt & Nichol)

Sponsor-wide plan assets over time

All Moffatt & Nichol plans reported in each filing year

Latest sponsor-wide plan assets
$230M 50.25266121734834% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $153M $230M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 768 $153M
2023 1 837 $194M
2024 1 933 $230M

Nearby 401(k) Plans in California

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

Moffatt & Nichol 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Moffatt & Nichol 401(k) Profit Sharing Plan, Total assets ($B): 0.194097635 · Participants: 837Moffatt & Nichol 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Moffatt & Nichol 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Moffatt & Nichol 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Block Communications Savings Plan in OH ($194M); by covered participants it is Pla 401(k) Plan in TX (837 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (837 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 Moffatt & Nichol 401(k) Profit Sharing Plan assets move in 2023? ▼
Moffatt & Nichol 401(k) Profit Sharing Plan grew sharply - up 26.6% during 2023, from $153M to $194M. Reported net income was $41M.
How have Moffatt & Nichol plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moffatt & Nichol's sponsor-wide assets grew 50.3%, from $153M to $230M.
Where does Moffatt & Nichol 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Moffatt & Nichol 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Moffatt & Nichol 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Block Communications Savings Plan in OH ($194M, 1,264 participants).
Which 401(k) plans cover a similar participant headcount to Moffatt & Nichol 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pla 401(k) Plan in TX (837 participants, $8M 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 951951343.

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.