401(k) · DOL Form 5500 · 2024

Moritz Partners, LP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
396
Participants Below avg headcount
72nd
Percentile by assets National rank
$56,412
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moritz 401(k) Plan · Sponsored by Moritz Partners, LP · Texas · Retail Trade

$22M in assets, 396 participants

Moritz Partners, LP's Moritz 401(k) Plan reported $22M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,630 in Retail Trade (8,048 peers)

Moritz Partners, LP multi-year trail

Moritz Partners, LP's plans moved +31.3% in assets from 2022 to 2024; this filing shows Moritz 401(k) Plan at $22M / 396 participants.

#6,630
in Retail Trade (8,048 peers)
+7.0%
assets growth YoY

Moritz 401(k) Plan's outsized position by total assets

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

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

$22,339,095 Top 28% higher than 72% 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

Moritz 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. Moritz 401(k) Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moritz 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Moritz 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Moritz 401(k) Plan reported participants rose from 386 in the plan year 2023 filing to 396 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752336592 · Moritz Partners, LP PY 2024 · 401(k)

Moritz 401(k) Plan · $22M · 396 · 72nd

  • IND $22M
  • IND 396
  • IND 72nd
  • IND 401(k)
  • IND near Lotspeich Co. of Florida, Inc. 401(k) Profit Sharing Plan
  • IND ind #6630

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 Retail Trade retirement plans → · Plans in Texas →

Moritz 401(k) Plan in the asset neighbourhood

Moritz 401(k) Plan$22MLotspeich Co. of Florida, Inc. 401(k) Profit Sharing PlanLotspeich Co. of Florida, In…$22MChatham Orthopaedic Associates, P.a. Retirement PlanChatham Orthopaedic Associat…$22MGalleher LLC 401(k) Profit Sharing PlanGalleher LLC 401(k) Profit S…$22MSouthern Orthopedic Associates 401(k) Profit Sharing PlanSouthern Orthopedic Associat…$22M
End-of-year total assets ($M) among Moritz 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Moritz Partners, LP multi-year asset trail

Sponsor-wide plan assets over time

All Moritz Partners, LP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 31.25296785323608% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.3M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 377 $17M
2023 1 386 $21M
2024 1 396 $22M

Moritz Partners, LP filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN752336592
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Moritz 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Moritz 401(k) Plan, Total assets ($B): 0.022339095 · Participants: 396Moritz 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
Moritz 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Moritz 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Lotspeich Co. of Florida, Inc. 401(k) Profit Sharing Plan in FL ($22M); by covered participants it is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Moritz 401(k) Plan assets move in 2024? ▼
Moritz 401(k) Plan grew at a solid clip - up 7.0% during 2024, from $21M to $22M. Reported net income was $1M.
How have Moritz Partners, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moritz Partners, LP's sponsor-wide assets grew 31.3%, from $17M to $22M.
Which 401(k) plans are similar in size to Moritz 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lotspeich Co. of Florida, Inc. 401(k) Profit Sharing Plan in FL ($22M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Moritz 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants, $4M 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 752336592.

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.