401(k) · DOL Form 5500 · 2024

Moody National Management, LP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
704
Participants Below avg headcount
59th
Percentile by assets National rank
$16,670
Avg per participant Low balance/head
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Official DOL plan name: Moody National Management, LP 401(k) Plan · Sponsored by Moody National Management, LP · Texas · Real Estate

$12M in assets, 704 participants

Moody National Management, LP's Moody National Management, LP 401(k) Plan reported $12M in total assets and 704 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,500 in Real Estate (4,605 peers)

Moody National Management, LP multi-year trail

Moody National Management, LP's plans moved +50.4% in assets from 2022 to 2024; this filing shows Moody National Management, LP 401(k) Plan at $12M / 704 participants.

#3,500
in Real Estate (4,605 peers)
+17.8%
assets growth YoY

Moody National Management, LP 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Moody National Management, LP 401(k) Plan vs every filed plan by assets

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

$11,735,905 Top 41% higher than 59% 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

Moody National Management, LP 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. Moody National Management, LP 401(k) Plan sits mid-pack in the medium band (704 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moody National Management, LP 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Moody National Management, LP 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Moody National Management, LP 401(k) Plan reported participants rose from 635 in the plan year 2023 filing to 704 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200209885 · Moody National Management, LP PY 2024 · 401(k)

Moody National Management, LP 401(k) Plan · $12M · 704 · 59th

  • VS-ST $12M
  • VS-ST 704
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Tj Hale Company 401(k) Savings Plan
  • VS-ST ind #3500

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 Real Estate retirement plans → · Plans in Texas →

Moody National Management, LP 401(k) Plan in the asset neighbourhood

Moody National Management, LP 401(k) PlanMoody National Management, L…$12MTj Hale Company 401(k) Savings PlanTj Hale Company 401(k) Savin…$12MNunn Construction 401(k) Retirement Savings PlanNunn Construction 401(k) Ret…$12MPoint Monitor Corporation 401(k) PlanPoint Monitor Corporation 40…$12MSpurlock Runyan Miller & Associates LLP 401-(K) Profit Sharing PlanSpurlock Runyan Miller & Ass…$12M
End-of-year total assets ($M) among Moody National Management, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Moody National Management, LP multi-year asset trail

Sponsor-wide plan assets over time

All Moody National Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 50.3954191050375% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.8M $11.7M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 479 $8M
2023 1 635 $10M
2024 1 704 $12M

Moody National Management, LP filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN200209885
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Moody National Management, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Moody National Management, LP 401(k) Plan, Total assets ($B): 0.011735905 · Participants: 704Moody National Management, LP 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Moody National Management, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Moody National Management, LP 401(k) Plan side-by-side with 3 peers →

Moody National Management, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tj Hale Company 401(k) Savings Plan in WI ($12M); by covered participants it is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Moody National Management, LP 401(k) Plan assets move in 2024? ▼
Moody National Management, LP 401(k) Plan grew sharply - up 17.8% during 2024, from $10M to $12M. Reported net income was $2M.
How have Moody National Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody National Management, LP's sponsor-wide assets grew 50.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Moody National Management, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tj Hale Company 401(k) Savings Plan in WI ($12M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Moody National Management, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants, $35M 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 200209885.

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.