401(k) · DOL Form 5500 · 2024

Mooring Financial Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
19
Participants Small participant base
48th
Percentile by assets National rank
$364,298
Avg per participant High balance/head
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Official DOL plan name: Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by Mooring Financial Corporation · Virginia · Finance & Insurance

$7M in assets, 19 participants

Mooring Financial Corporation's Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,820 in Finance & Insurance (8,549 peers)

Mooring Financial Corporation multi-year trail

Mooring Financial Corporation's plans moved +41.3% in assets from 2022 to 2024; this filing shows Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust at $7M / 19 participants.

#2,820
in Finance & Insurance (8,549 peers)
+19.2%
assets growth YoY

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,921,653 48th percentile higher than 48% 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

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust reported net income rose from $908K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521495982 · Mooring Financial Corporation PY 2024 · 401(k)

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust · $7M · 19 · 48th

  • PCT $7M
  • PCT 19
  • PCT 48th
  • PCT 401(k)
  • PCT near Quail Mountain, Inc. 401(k) Plan
  • PCT ind #2820

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 Virginia →

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mooring Financial Corporation 401(k) Profit Sharing Plan & TrustMooring Financial Corporatio…$7MQuail Mountain, Inc. 401(k) PlanQuail Mountain, Inc. 401(k) …$7MRmh Company Retirement Plan$7MDental Crafters, Inc. 401(k) Profit Sharing PlanDental Crafters, Inc. 401(k)…$7MLeasing & Management Company, Inc. Retirement Savings PlanLeasing & Management Company…$7M
End-of-year total assets ($M) among Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mooring Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Mooring Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.3427416802292% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.9M $6.92M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 19 $6M
2024 1 19 $7M

Mooring Financial Corporation filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN521495982
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006921653 · Participants: 19Mooring Financial Corporation 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Quail Mountain, Inc. 401(k) Plan in OR ($7M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust grew sharply - up 19.2% during 2024, from $6M to $7M. Reported net income was $1M.
How have Mooring Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mooring Financial Corporation's sponsor-wide assets grew 41.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Quail Mountain, Inc. 401(k) Plan in OR ($7M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Mooring Financial Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 521495982.

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.