401(k) · DOL Form 5500 · 2024
Morningstar Senior Management, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 2,642
- Participants Above avg headcount
- 46th
- Percentile by assets National rank
- $2,383
- Avg per participant Low balance/head
Official DOL plan name: Morningstar Senior Living Retirement Plan · Sponsored by Morningstar Senior Management, LLC · Colorado · Healthcare & Social Assistance
$6M in assets, 2,642 participants
Morningstar Senior Management, LLC's Morningstar Senior Living Retirement Plan reported $6M in total assets and 2,642 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,516 in Healthcare & Social Assistance (16,916 peers)
Coverage in Colorado
Morningstar Senior Living Retirement Plan covers 2,642 participants in Colorado, 7.0x the typical Colorado plan (state average ~376 per filing). Assets: $6M.
- #8,516
- in Healthcare & Social Assistance (16,916 peers)
- +38.0%
- assets growth YoY
Morningstar Senior Living Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Morningstar Senior Living Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,294,635 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Morningstar Senior Living Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningstar Senior Living Retirement Plan lands in the large band (2,642 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morningstar Senior Living Retirement Plan reported participants rose from 1,596 in the plan year 2023 filing to 2,642 in the plan year 2024 filing.
- Morningstar Senior Living Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Morningstar Senior Living Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 203561128 · Morningstar Senior Management, LLC PY 2024 · 401(k)
Morningstar Senior Living Retirement Plan · $6M · 2,642 · 46th
- PHOTO $6M
- PHOTO 2,642
- PHOTO 46th
- PHOTO 401(k)
- PHOTO near Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust
- PHOTO ind #8516
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 Colorado →
Morningstar Senior Living Retirement Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 203561128 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morningstar Senior Management, LLC)
Sponsor-wide plan assets over time
All Morningstar Senior Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 133.21668735295754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,500 | $3M |
| 2023 | 1 | 1,596 | $5M |
| 2024 | 1 | 2,642 | $6M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Morningstar Senior Living Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Gary & Leo's Inc. Cash or Deferred Profit Sharing Plan & Trust in MT ($6M); by covered participants it is The Cato Corporation 401(k)/Profit Sharing Plan in NC (2,642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,642 participants); asset peers above are excluded.
- The Cato Corporation 401(k)/Profit Sharing Plan (NC) 2,642 · 0 off
- Calista 401(k) Retirement Plan (AK) 2,643 · 1 off
- Paycor 401(k) Plan (OH) 2,644 · 2 off
- Trinity Industries, Inc. 401(k) Plan as Restated Effective August 1, 2020 (TX) 2,644 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.