401(k) · DOL Form 5500 · 2023

John Moriarty & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size: 593
Participants Below avg headcount: 92nd
Percentile by assets National rank: $176,724
Avg per participant Above avg balance/head

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Official DOL plan name: John Moriarty & Associates, Inc. 401(k) Retirement Plan · Sponsored by John Moriarty & Associates, Inc. · Massachusetts · Construction

$105M in assets, 593 participants

John Moriarty & Associates, Inc.'s John Moriarty & Associates, Inc. 401(k) Retirement Plan reported $105M in total assets and 593 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#8,121 in Construction (9,030 peers)

Where John Moriarty & Associates, Inc. 401(k) Retirement Plan sits by assets

John Moriarty & Associates, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $105M for 593 participants (~$176,724/participant), up 27.7% in 2023.

#8,121
in Construction (9,030 peers): +27.7%
assets growth YoY: 1.1×
vs typical plan assets (national mean)

John Moriarty & Associates, Inc. 401(k) Retirement Plan's outsized position by total assets

John Moriarty & Associates, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$104,797,606 Top 8% higher than 92% 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

John Moriarty & Associates, Inc. 401(k) 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. John Moriarty & Associates, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (593 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

John Moriarty & Associates, Inc. 401(k) Retirement Plan reported net income rose from $8M in the plan year 2022 filing to $23M in the plan year 2023 filing.
John Moriarty & Associates, Inc. 401(k) Retirement Plan end-of-year assets rose from $82M in the plan year 2022 filing to $105M in the plan year 2023 filing.
John Moriarty & Associates, Inc. 401(k) Retirement Plan reported participants fell from 616 in the plan year 2022 filing to 593 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042852561 · John Moriarty & Associates, Inc. PY 2023 · 401(k)

John Moriarty & Associates, Inc. 401(k) Retirement Plan · $105M · 593 · 92nd

ASSETS $105M
ASSETS 593
ASSETS 92nd
ASSETS 401(k)
ASSETS near Trax International Corporation Savings and Retirement Plan
ASSETS ind #8121

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 Construction retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among John Moriarty & Associates, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$82M
Net Assets (End of Year)	$105M
Net Income	$23M
Employer EIN	042852561
Plan Effective Date	1985-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (John Moriarty & Associates, Inc.)

Latest sponsor-wide plan assets: $112M 36.99708775483242% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	616	$82M
2023	1	593	$105M
2024	1	424	$112M

Nearby 401(k) Plans in Massachusetts

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

John Moriarty & Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare John Moriarty & Associates, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

John Moriarty & Associates, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Trax International Corporation Savings and Retirement Plan in NV ($105M); by covered participants it is The Dewinter Group 401(k) Plan in CA (593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Trax International Corporation Savings and Retirement Plan (NV) $105M · 1,205
Osi Industries, LLC Profit Sharing and Employees Savings Plan (IL) $105M · 2,374
Praxis Engineering Technologies, LLC 401(k) Plan (VA) $105M · 312
Salem Clinic, P.C. 401(k) Cash or Deferred Savings Plan (OR) $105M · 480

Similar participant headcount

Nearest other-state filings by covered participants (593 participants); asset peers above are excluded.

The Dewinter Group 401(k) Plan (CA) 593 · 0 off
J.T.M. Provisions Company, Inc. Profit Sharing Plan (OH) 593 · 0 off
Goengineer, Inc. Retirement Plan (UT) 593 · 0 off
Mti 401(k) Plan (IN) 593 · 0 off

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 John Moriarty & Associates, Inc. 401(k) Retirement Plan assets move in 2023? ▼

John Moriarty & Associates, Inc. 401(k) Retirement Plan grew sharply - up 27.7% during 2023, from $82M to $105M. Reported net income was $23M.

How have John Moriarty & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), John Moriarty & Associates, Inc.'s sponsor-wide assets grew 37.0%, from $82M to $112M.

Where does John Moriarty & Associates, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

John Moriarty & Associates, Inc. 401(k) Retirement Plan ranks in the 92nd 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 John Moriarty & Associates, Inc. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trax International Corporation Savings and Retirement Plan in NV ($105M, 1,205 participants).

Which 401(k) plans cover a similar participant headcount to John Moriarty & Associates, Inc. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Dewinter Group 401(k) Plan in CA (593 participants, $20M 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 042852561.