Profit Sharing · DOL Form 5500 · 2024

Mori Medical Equipment, Inc Profit Sharing Plan

Data updated 2026-08-25

$84K
Total assets Small plan by assets
12
Participants Small participant base
5th
Percentile by assets National rank
$7,006
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mori Medical Equipment Inc. Pension Transfer Trust Plan · Sponsored by Mori Medical Equipment, Inc · California · Real Estate

$84K in assets, 12 participants

Mori Medical Equipment, Inc's Mori Medical Equipment Inc. Pension Transfer Trust Plan reported $84K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #340 in Real Estate (4,605 peers)

Mori Medical Equipment, Inc multi-year trail

Mori Medical Equipment, Inc's plans moved -81.7% in assets from 2022 to 2024; this filing shows Mori Medical Equipment Inc. Pension Transfer Trust Plan at $84K / 12 participants.

#340
in Real Estate (4,605 peers)
-65.7%
assets change YoY

The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mori Medical Equipment Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Mori Medical Equipment Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$84,077 5th percentile higher than 5% 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

Mori Medical Equipment Inc. Pension Transfer Trust 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. Mori Medical Equipment Inc. Pension Transfer Trust Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mori Medical Equipment Inc. Pension Transfer Trust Plan end-of-year assets fell from $245K in the plan year 2023 filing to $84K in the plan year 2024 filing.
  • Mori Medical Equipment Inc. Pension Transfer Trust Plan reported participants rose from 9 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Mori Medical Equipment Inc. Pension Transfer Trust Plan reported net income rose from -$215K in the plan year 2023 filing to -$161K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452539270 · Mori Medical Equipment, Inc PY 2024 · Profit Sharing

Mori Medical Equipment Inc. Pension Transfer Trust Plan · $84K · 12 · 5th

  • TYPE $84K
  • TYPE 12
  • TYPE 5th
  • TYPE Profit Sharing
  • TYPE near Pather Ascendancy Inc. Retirement Plan
  • TYPE ind #340

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 California →

Mori Medical Equipment Inc. Pension Transfer Trust Plan in the asset neighbourhood

Mori Medical Equipment Inc. Pension Transfer Trust PlanMori Medical Equipment Inc. …$84KPather Ascendancy Inc. Retirement PlanPather Ascendancy Inc. Retir…$84KDynamic Change Coaching, Inc. Retirement PlanDynamic Change Coaching, Inc…$84KWojtcuk Holdings, Inc. Retirement PlanWojtcuk Holdings, Inc. Retir…$84KJnb Digital, Inc. Retirement PlanJnb Digital, Inc. Retirement…$84K
End-of-year total assets ($M) among Mori Medical Equipment Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mori Medical Equipment, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Mori Medical Equipment, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$84K 81.7036972558919% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.46M $0.08M ▼ -82.6%
Year Plans Participants Total Assets
2022 1 11 $460K
2023 1 9 $245K
2024 1 12 $84K

Mori Medical Equipment, Inc filing trail (2024)

Total Assets (Beginning of Year)$245K
Net Assets (End of Year)$84K
Net Income-$161K
Employer EIN452539270
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mori Medical Equipment Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Mori Medical Equipment Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000084077 · Participants: 12Mori Medical Equipment Inc. Pension Transfer Trust PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Mori Medical Equipment Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Mori Medical Equipment Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Mori Medical Equipment Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Pather Ascendancy Inc. Retirement Plan in TX ($84K); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Mori Medical Equipment Inc. Pension Transfer Trust Plan assets move in 2024? ▼
Mori Medical Equipment Inc. Pension Transfer Trust Plan contracted severely - down 65.7% during 2024, from $245K to $84K. Reported net income was -$161K.
How have Mori Medical Equipment, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mori Medical Equipment, Inc's sponsor-wide assets declined 81.7%, from $460K to $84K.
Where does Mori Medical Equipment Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Mori Medical Equipment Inc. Pension Transfer Trust Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mori Medical Equipment Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pather Ascendancy Inc. Retirement Plan in TX ($84K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mori Medical Equipment Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 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 452539270.

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.