401(k) · DOL Form 5500 · 2023

Morningstar Senior Living, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
343
Participants Below avg headcount
55th
Percentile by assets National rank
$24,183
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morningstar Senior Living 401(k) Plan · Sponsored by Morningstar Senior Living, Inc. · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 343 participants

Morningstar Senior Living, Inc.'s Morningstar Senior Living 401(k) Plan reported $8M in total assets and 343 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,633 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Morningstar Senior Living 401(k) Plan covers 343 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#10,633
in Healthcare & Social Assistance (17,684 peers)
+3.8%
assets growth YoY

Morningstar Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Morningstar Senior Living 401(k) Plan vs every filed plan by assets

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

$8,294,690 Top 45% higher than 55% 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

Morningstar Senior Living 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. Morningstar Senior Living 401(k) Plan sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morningstar Senior Living 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to $302K in the plan year 2023 filing.
  • Morningstar Senior Living 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Morningstar Senior Living 401(k) Plan reported participants rose from 332 in the plan year 2022 filing to 343 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222717623 · Morningstar Senior Living, Inc. PY 2023 · 401(k)

Morningstar Senior Living 401(k) Plan · $8M · 343 · 55th

  • PCT $8M
  • PCT 343
  • PCT 55th
  • PCT 401(k)
  • PCT near Ids International 401(k) Plan
  • PCT ind #10633

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Morningstar Senior Living 401(k) Plan in the asset neighbourhood

Protech Powder 401(k) Plan$8MFirst Bank of Manhattan Employees Profit Sharing PlanFirst Bank of Manhattan Empl…$8MMorningstar Senior Living 401(k) PlanMorningstar Senior Living 40…$8MIds International 401(k) Plan$8MWhitestone Reit Retirement Savings PlanWhitestone Reit Retirement S…$8M
End-of-year total assets ($M) among Morningstar Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$302K
Employer EIN222717623
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morningstar Senior Living, Inc.)

Sponsor-wide plan assets over time

All Morningstar Senior Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 12.428953095374968% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.99M $8.99M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 332 $8M
2023 1 343 $8M
2024 1 352 $9M

Nearby 401(k) Plans in Pennsylvania

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

Morningstar Senior Living 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Morningstar Senior Living 401(k) Plan, Total assets ($B): 0.00829469 · Participants: 343Morningstar Senior Living 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Morningstar Senior Living 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Morningstar Senior Living 401(k) Plan side-by-side with 3 peers →

Morningstar Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ids International 401(k) Plan in VA ($8M); by covered participants it is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Morningstar Senior Living 401(k) Plan assets move in 2023? ▼
Morningstar Senior Living 401(k) Plan edged up modestly - up 3.8% during 2023, from $8M to $8M. Reported net income was $302K.
How have Morningstar Senior Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar Senior Living, Inc.'s sponsor-wide assets grew 12.4%, from $8M to $9M.
Which 401(k) plans are similar in size to Morningstar Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ids International 401(k) Plan in VA ($8M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Morningstar Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants, N/A 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 222717623.

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.