401(k) · DOL Form 5500 · 2024

Moore Investment Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 2
Participants Small participant base: 40th
Percentile by assets National rank: $2.2M
Avg per participant High balance/head

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Official DOL plan name: Employee 401(k) Plan · Sponsored by Moore Investment Company · Texas · Transportation & Warehousing

$4M in assets, 2 participants

Moore Investment Company's Employee 401(k) Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

#1,329 in Transportation & Warehousing (3,299 peers)

Moore Investment Company multi-year trail

Moore Investment Company's plans moved +11.1% in assets from 2022 to 2024; this filing shows Employee 401(k) Plan at $4M / 2 participants.

#1,329
in Transportation & Warehousing (3,299 peers): +4.3%
assets growth YoY

Employee 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Employee 401(k) Plan vs every filed plan by assets

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

$4,375,861 40th percentile higher than 40% 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

Employee 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Employee 401(k) Plan reported net income fell from $260K in the plan year 2023 filing to $179K in the plan year 2024 filing.
Employee 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751048811 · Moore Investment Company PY 2024 · 401(k)

Employee 401(k) Plan · $4M · 2 · 40th

ASSETS $4M
PCT 2
EIN 40th
RANK 401(k)
PHOTO near Robert Melikian, M.D., a Professional Med. Corp. Profit Sharing Plan
IND ind #1329

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 Texas →

End-of-year total assets ($M) among Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Moore Investment Company multi-year asset trail

Latest sponsor-wide plan assets: $4M 11.149689045311701% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$4M
2023	1	2	$4M
2024	1	2	$4M

Moore Investment Company filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$179K
Employer EIN	751048811
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Employee 401(k) Plan side-by-side with 3 peers →

Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Robert Melikian, M.D., a Professional Med. Corp. Profit Sharing Plan in CA ($4M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Robert Melikian, M.D., a Professional Med. Corp. Profit Sharing Plan (CA) $4M · 3
Acts Bargained Employees 401(k) Plan (IL) $4M · 745
Kms Technology 401(k) Profit Sharing Plan and Trust (GA) $4M · 60
Woolverton Printing Company 401(k) Retirement Plan (IA) $4M · 35

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Premier Martial Arts 401(k) Trust (CA) 2 · 0 off

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 Employee 401(k) Plan assets move in 2024? ▼

Employee 401(k) Plan edged up modestly - up 4.3% during 2024, from $4M to $4M. Reported net income was $179K.

How have Moore Investment Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Moore Investment Company's sponsor-wide assets grew 11.1%, from $4M to $4M.

Which 401(k) plans are similar in size to Employee 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Robert Melikian, M.D., a Professional Med. Corp. Profit Sharing Plan in CA ($4M, 3 participants).

Which 401(k) plans cover a similar participant headcount to Employee 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 751048811.