401(k) · DOL Form 5500 · 2024

Moors & Cabot, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
126
Participants Small participant base
73rd
Percentile by assets National rank
$180,452
Avg per participant Above avg balance/head
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Official DOL plan name: Moors & Cabot, Inc. 401(k) Plan · Sponsored by Moors & Cabot, Inc. · Massachusetts · Finance & Insurance

$23M in assets, 126 participants

Moors & Cabot, Inc.'s Moors & Cabot, Inc. 401(k) Plan reported $23M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,990 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Moors & Cabot, Inc. 401(k) Plan covers 126 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.

#4,990
in Finance & Insurance (8,549 peers)
+16.9%
assets growth YoY

Moors & Cabot, Inc. 401(k) Plan's outsized position by total assets

Moors & Cabot, Inc. 401(k) Plan vs every filed plan by assets

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

$22,736,919 Top 27% higher than 73% 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

Moors & Cabot, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moors & Cabot, Inc. 401(k) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moors & Cabot, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Moors & Cabot, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Moors & Cabot, Inc. 401(k) Plan reported participants rose from 124 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042644548 · Moors & Cabot, Inc. PY 2024 · 401(k)

Moors & Cabot, Inc. 401(k) Plan · $23M · 126 · 73rd

  • BOY $23M
  • BOY 126
  • BOY 73rd
  • BOY 401(k)
  • BOY near U.S. Associate Savings Advantage Plan
  • BOY ind #4990

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 Massachusetts →

Moors & Cabot, Inc. 401(k) Plan in the asset neighbourhood

Moors & Cabot, Inc. 401(k) PlanMoors & Cabot, Inc. 401(k) P…$23MU.S. Associate Savings Advantage PlanU.S. Associate Savings Advan…$23MQ-Tech Corporation 401(k) Profit Sharing PlanQ-Tech Corporation 401(k) Pr…$23MJackson Oncology Associates, P.L.L.C 401(k) PlanJackson Oncology Associates,…$23MHello! Destination Management Savings PlanHello! Destination Managemen…$23M
End-of-year total assets ($M) among Moors & Cabot, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN042644548
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moors & Cabot, Inc.)

Sponsor-wide plan assets over time

All Moors & Cabot, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 44.90798338953581% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.7M $22.7M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 132 $16M
2023 1 124 $19M
2024 1 126 $23M

Nearby 401(k) Plans in Massachusetts

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

Moors & Cabot, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Moors & Cabot, Inc. 401(k) Plan, Total assets ($B): 0.022736919 · Participants: 126Moors & Cabot, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Moors & Cabot, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Moors & Cabot, Inc. 401(k) Plan side-by-side with 3 peers →

Moors & Cabot, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is U.S. Associate Savings Advantage Plan in NJ ($23M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Moors & Cabot, Inc. 401(k) Plan assets move in 2024? ▼
Moors & Cabot, Inc. 401(k) Plan grew sharply - up 16.9% during 2024, from $19M to $23M. Reported net income was $3M.
How have Moors & Cabot, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moors & Cabot, Inc.'s sponsor-wide assets grew 44.9%, from $16M to $23M.
Which 401(k) plans are similar in size to Moors & Cabot, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Associate Savings Advantage Plan in NJ ($23M, 1,005 participants).
Which 401(k) plans cover a similar participant headcount to Moors & Cabot, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 042644548.

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.