401(k) · DOL Form 5500 · 2024

Mosher Financial Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
8
Participants Small participant base
63rd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan · Sponsored by Mosher Financial Advisors, LLC · California · Finance & Insurance

$14M in assets, 8 participants

Mosher Financial Advisors, LLC's Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,985 in Finance & Insurance (8,549 peers)

Mosher Financial Advisors, LLC multi-year trail

Mosher Financial Advisors, LLC's plans moved +53.0% in assets from 2022 to 2024; this filing shows Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan at $14M / 8 participants.

#3,985
in Finance & Insurance (8,549 peers)
+26.7%
assets growth YoY

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,807,570 Top 37% higher than 63% 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

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 823054990 · Mosher Financial Advisors, LLC PY 2024 · 401(k)

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan · $14M · 8 · 63rd

  • TYPE $14M
  • TYPE 8
  • TYPE 63rd
  • TYPE 401(k)
  • TYPE near The Gasparilla Inn, Inc. 401(k) Plan
  • TYPE ind #3985

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 California →

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing PlanMosher & Ellis Financial Pla…$14MThe Gasparilla Inn, Inc. 401(k) PlanThe Gasparilla Inn, Inc. 401…$14MPhoenix Environmental Laboratories 401(k) PlanPhoenix Environmental Labora…$14MScudder Companies Employee 401(k) Profit Sharing PlanScudder Companies Employee 4…$14MKane Realty Corporation 401(k) Profit Sharing PlanKane Realty Corporation 401(…$14M
End-of-year total assets ($M) among Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mosher Financial Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mosher Financial Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 52.970464746455306% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.03M $13.8M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 7 $9M
2023 1 8 $11M
2024 1 8 $14M

Mosher Financial Advisors, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN823054990
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01380757 · Participants: 8Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mosher & Ellis Financial Planning, Inc. 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 The Gasparilla Inn, Inc. 401(k) Plan in FL ($14M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan grew sharply - up 26.7% during 2024, from $11M to $14M. Reported net income was $3M.
How have Mosher Financial Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosher Financial Advisors, LLC's sponsor-wide assets grew 53.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Gasparilla Inn, Inc. 401(k) Plan in FL ($14M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Mosher & Ellis Financial Planning, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 823054990.

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.