401(k) · DOL Form 5500 · 2024

Mori Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
320
Participants Below avg headcount
80th
Percentile by assets National rank
$110,802
Avg per participant Below avg balance/head
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Official DOL plan name: Mori Associates, Inc. 401(k) Plan and Trust · Sponsored by Mori Associates, Inc. · Maryland · Professional & Technical Services

$35M in assets, 320 participants

Mori Associates, Inc.'s Mori Associates, Inc. 401(k) Plan and Trust reported $35M in total assets and 320 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,167 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Mori Associates, Inc. 401(k) Plan and Trust covers 320 participants in Maryland, about 34% of the average Maryland filer (state average ~929 per filing). Assets: $35M.

#16,167
in Professional & Technical Services (20,173 peers)
+11.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mori Associates, Inc. 401(k) Plan and Trust's outsized position by total assets

Mori Associates, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$35,456,581 Top 20% higher than 80% 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 Associates, Inc. 401(k) Plan and Trust 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. Mori Associates, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mori Associates, Inc. 401(k) Plan and Trust reported participants fell from 507 in the plan year 2023 filing to 320 in the plan year 2024 filing.
  • Mori Associates, Inc. 401(k) Plan and Trust end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Mori Associates, Inc. 401(k) Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521937913 · Mori Associates, Inc. PY 2024 · 401(k)

Mori Associates, Inc. 401(k) Plan and Trust · $35M · 320 · 80th

  • EIN $35M
  • EIN 320
  • EIN 80th
  • EIN 401(k)
  • EIN near Signature Bancorp, Inc. Retirement Savings Plan
  • EIN ind #16167

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Mori Associates, Inc. 401(k) Plan and Trust in the asset neighbourhood

Mori Associates, Inc. 401(k) Plan and TrustMori Associates, Inc. 401(k)…$35MSignature Bancorp, Inc. Retirement Savings PlanSignature Bancorp, Inc. Reti…$35MBachman's 401(k) Retirement Savings PlanBachman's 401(k) Retirement …$35MSidney Regional Medical Center Salary Reduction PlanSidney Regional Medical Cent…$35MFirst American Bank 401(k) PlanFirst American Bank 401(k) P…$35M
End-of-year total assets ($M) among Mori Associates, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN521937913
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mori Associates, Inc.)

Sponsor-wide plan assets over time

All Mori Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 25.597606118248834% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.2M $35.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 485 $28M
2023 1 507 $32M
2024 1 320 $35M

Nearby 401(k) Plans in Maryland

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

Mori Associates, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mori Associates, Inc. 401(k) Plan and Trust, Total assets ($B): 0.035456581 · Participants: 320Mori Associates, Inc. 401(k) Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Mori Associates, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Mori Associates, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Mori Associates, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Signature Bancorp, Inc. Retirement Savings Plan in OH ($35M); by covered participants it is Dominion Electric Supply Company, Inc. 401(k) Profit Sharing Plan in VA (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Associates, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Mori Associates, Inc. 401(k) Plan and Trust grew at a solid clip - up 11.7% during 2024, from $32M to $35M. Reported net income was $4M.
How have Mori Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mori Associates, Inc.'s sponsor-wide assets grew 25.6%, from $28M to $35M.
Where does Mori Associates, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Mori Associates, Inc. 401(k) Plan and Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mori Associates, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Signature Bancorp, Inc. Retirement Savings Plan in OH ($35M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Mori Associates, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dominion Electric Supply Company, Inc. 401(k) Profit Sharing Plan in VA (320 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 521937913.

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.