401(k) · DOL Form 5500 · 2024

Moreman, Moore & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
42nd
Percentile by assets National rank
$240,046
Avg per participant Above avg balance/head
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Official DOL plan name: Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan · Sponsored by Moreman, Moore & Company, Inc. · Louisiana · Finance & Insurance

$5M in assets, 21 participants

Moreman, Moore & Company, Inc.'s Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan reported $5M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,429 in Finance & Insurance (8,549 peers)

Moreman, Moore & Company, Inc. multi-year trail

Moreman, Moore & Company, Inc.'s plans moved -18.2% in assets from 2022 to 2024; this filing shows Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan at $5M / 21 participants.

#2,429
in Finance & Insurance (8,549 peers)
-31.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,040,969 42nd percentile higher than 42% of 123,620 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 2024

Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan reported participants fell from 23 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 721012388 · Moreman, Moore & Company, Inc. PY 2024 · 401(k)

Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan · $5M · 21 · 42nd

  • TYPE $5M
  • TYPE 21
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Burns Bros., Inc. 401(k) Retirement Plan
  • TYPE ind #2429

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 Finance & Insurance retirement plans → · Plans in Louisiana →

Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan in the asset neighbourhood

Moreman, Moore & Company, Inc. 401(k) / Profit Sharing PlanMoreman, Moore & Company, In…$5MBurns Bros., Inc. 401(k) Retirement PlanBurns Bros., Inc. 401(k) Ret…$5MInterdev, LLC 401(k) Plan$5MCt Consultants, Inc. 401(k) Profit Sharing Plan and TrustCt Consultants, Inc. 401(k) …$5M4d Security Solutions, Inc. Incentive Savings Trust4d Security Solutions, Inc. …$5M
End-of-year total assets ($M) among Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Moreman, Moore & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moreman, Moore & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.165250716038166% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $6.16M $5.04M ▼ -18.2%
Year Plans Participants Total Assets
2022 1 25 $6M
2023 1 23 $7M
2024 1 21 $5M

Moreman, Moore & Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN721012388
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan, Total assets ($B): 0.005040969 · Participants: 21Moreman, Moore & Company, Inc. 401(k) / Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan side-by-side with 3 peers →

Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Burns Bros., Inc. 401(k) Retirement Plan in OR ($5M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan assets move in 2024? ▼
Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan contracted severely - down 31.7% during 2024, from $7M to $5M. Reported net income was -$2M.
How have Moreman, Moore & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moreman, Moore & Company, Inc.'s sponsor-wide assets declined 18.2%, from $6M to $5M.
Which 401(k) plans are similar in size to Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burns Bros., Inc. 401(k) Retirement Plan in OR ($5M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Moreman, Moore & Company, Inc. 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721012388.

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.