401(k) · DOL Form 5500 · 2024
J.F. Moran Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $96,051
- Avg per participant Below avg balance/head
Official DOL plan name: J.F. Moran Company, Inc., 401(k) Plan · Sponsored by J.F. Moran Company, Inc. · Rhode Island · Transportation & Warehousing
$7M in assets, 71 participants
J.F. Moran Company, Inc.'s J.F. Moran Company, Inc., 401(k) Plan reported $7M in total assets and 71 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.
- #1,613 in Transportation & Warehousing (3,299 peers)
2024 asset change
J.F. Moran Company, Inc., 401(k) Plan pulled back noticeably 12.3% in 2024 ($8M → $7M) for 71 participants.
- #1,613
- in Transportation & Warehousing (3,299 peers)
- -12.3%
- assets change YoY
The plan reported a net loss of $957K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J.F. Moran Company, Inc., 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
J.F. Moran Company, Inc., 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,819,651 48th percentile higher than 48% 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
J.F. Moran Company, Inc., 401(k) 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. J.F. Moran Company, Inc., 401(k) Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J.F. Moran Company, Inc., 401(k) Plan reported net income fell from $904K in the plan year 2023 filing to -$957K in the plan year 2024 filing.
- J.F. Moran Company, Inc., 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- J.F. Moran Company, Inc., 401(k) Plan reported participants rose from 70 in the plan year 2023 filing to 71 in the plan year 2024 filing.
DOL schedule card
Filing strip 050185415 · J.F. Moran Company, Inc. PY 2024 · 401(k)
J.F. Moran Company, Inc., 401(k) Plan · $7M · 71 · 48th
- EIN $7M
- RANK 71
- PHOTO 48th
- IND 401(k)
- EOY near Swaggerty Sausage 401(k) Plan
- 5500 ind #1613
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 Transportation & Warehousing retirement plans → · Plans in Rhode Island →
J.F. Moran Company, Inc., 401(k) Plan in the asset neighbourhood
J.F. Moran Company, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All J.F. Moran Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 0.763072078508867% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $7M |
| 2023 | 1 | 70 | $8M |
| 2024 | 1 | 71 | $7M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$957K |
| Employer EIN | 050185415 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
J.F. Moran Company, Inc., 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Swaggerty Sausage 401(k) Plan in TN ($7M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Swaggerty Sausage 401(k) Plan (TN) $7M · 216
- Arrow Strategies 401(k) Plan (MI) $7M · 249
- American Care Inc. Employee Retirement Savings Plan (FL) $7M · 577
- Herring Bank 401(k) Profit Sharing Plan (TX) $7M · 157
Similar participant headcount
Nearest other-state filings by covered participants (71 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.