Profit Sharing · DOL Form 5500 · 2024

Moreton Cares Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
50
Participants Small participant base
41st
Percentile by assets National rank
$93,918
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moreton Cares Inc. Retirement Plan · Sponsored by Moreton Cares Inc. · Texas · Healthcare & Social Assistance

$5M in assets, 50 participants

Moreton Cares Inc.'s Moreton Cares Inc. Retirement Plan reported $5M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,369 in Healthcare & Social Assistance (16,916 peers)

Moreton Cares Inc. multi-year trail

Moreton Cares Inc.'s plans moved +127.3% in assets from 2022 to 2024; this filing shows Moreton Cares Inc. Retirement Plan at $5M / 50 participants.

#7,369
in Healthcare & Social Assistance (16,916 peers)
+37.3%
assets growth YoY

Moreton Cares Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Moreton Cares Inc. Retirement Plan vs every filed plan by assets

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

$4,695,889 41st percentile higher than 41% 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

Moreton Cares Inc. Retirement 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. Moreton Cares Inc. Retirement Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moreton Cares Inc. Retirement Plan reported participants rose from 36 in the plan year 2023 filing to 50 in the plan year 2024 filing.
  • Moreton Cares Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Moreton Cares Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822449028 · Moreton Cares Inc. PY 2024 · Profit Sharing

Moreton Cares Inc. Retirement Plan · $5M · 50 · 41st

  • BOY $5M
  • BOY 50
  • BOY 41st
  • BOY Profit Sharing
  • BOY near Lachman & Gorton 401(k) Profit Sharing Plan
  • BOY ind #7369

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Moreton Cares Inc. Retirement Plan in the asset neighbourhood

Moreton Cares Inc. Retirement PlanMoreton Cares Inc. Retiremen…$5MLachman & Gorton 401(k) Profit Sharing PlanLachman & Gorton 401(k) Prof…$5MAll Ways Heating & Air Conditioning Employees Profit Sharing PlanAll Ways Heating & Air Condi…$5MJose Kareh Cordero Profit Sharing Retirement PlanJose Kareh Cordero Profit Sh…$5MRidgeview Psychiatric Hospital and Center, Inc. Retirement PlanRidgeview Psychiatric Hospit…$5M
End-of-year total assets ($M) among Moreton Cares Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Moreton Cares Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moreton Cares Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 127.2870452518101% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.07M $4.7M ▲ +127.1%
Year Plans Participants Total Assets
2022 1 32 $2M
2023 1 36 $3M
2024 1 50 $5M

Moreton Cares Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN822449028
Plan Effective Date2017-08-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Moreton Cares Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Moreton Cares Inc. Retirement Plan, Total assets ($B): 0.004695889 · Participants: 50Moreton Cares Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Moreton Cares Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Moreton Cares Inc. Retirement Plan side-by-side with 3 peers →

Moreton Cares Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Lachman & Gorton 401(k) Profit Sharing Plan in NY ($5M); by covered participants it is Ko Door Profit Sharing Plan in CO (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Moreton Cares Inc. Retirement Plan assets move in 2024? ▼
Moreton Cares Inc. Retirement Plan surged - up 37.3% during 2024, from $3M to $5M. Reported net income was $1M.
How have Moreton Cares Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moreton Cares Inc.'s sponsor-wide assets grew 127.3%, from $2M to $5M.
Which Profit Sharing plans are similar in size to Moreton Cares Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lachman & Gorton 401(k) Profit Sharing Plan in NY ($5M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Moreton Cares Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ko Door Profit Sharing Plan in CO (50 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 822449028.

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.