401(k) · DOL Form 5500 · 2023
Mocean, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $102,492
- Avg per participant Below avg balance/head
Official DOL plan name: Mocean Retirement Plan · Sponsored by Mocean, LLC · California · Information & Media
$22M in assets, 219 participants
Mocean, LLC's Mocean Retirement Plan reported $22M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #1,843 in Information & Media (2,818 peers)
Coverage in California
Mocean Retirement Plan covers 219 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $22M.
- #1,843
- in Information & Media (2,818 peers)
- +18.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Mocean Retirement Plan's outsized position by total assets
Mocean Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,445,716 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mocean Retirement 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. Mocean Retirement Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mocean Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Mocean Retirement Plan reported participants rose from 164 in the plan year 2022 filing to 219 in the plan year 2023 filing.
- Mocean Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 954785612 · Mocean, LLC PY 2023 · 401(k)
Mocean Retirement Plan · $22M · 219 · 75th
- BOOK $22M
- VS-ST 219
- BOY 75th
- SCH 401(k)
- EBSA near Brown & Joseph, LLC 401(k) Retirement Plan
- PART ind #1843
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 Information & Media retirement plans → · Plans in California →
Mocean Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 954785612 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mocean, LLC)
Sponsor-wide plan assets over time
All Mocean, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 33.55123963605409% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $19M |
| 2023 | 1 | 219 | $22M |
| 2024 | 1 | 171 | $25M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Mocean Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Brown & Joseph, LLC 401(k) Retirement Plan in IL ($22M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Brown & Joseph, LLC 401(k) Retirement Plan (IL) $22M · 844
- Techlaw Consultants, Inc. Profit Sharing 401(k) Plan (VA) $22M · 172
- Whitsons Food Service Corp. 401(k) Plan (NY) $22M · 1,278
- American Tcs 401(k) Pooled Employer Plan (PA) $22M · 2,077
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- Raven Industries, Inc. 401(k) Plan (SD) 219 · 0 off
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 219 · 0 off
- Stumptown Coffee 401(k) Plan (OR) 219 · 0 off
- Five Points Bank 401(k) Plan (NE) 219 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.