401(k) · DOL Form 5500 · 2024

Fred a. Moreton & Company 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
233
Participants Below avg headcount
87th
Percentile by assets National rank
$285,618
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moreton Companies Profit Sharing Plan · Sponsored by Fred a. Moreton & Company · Utah · Finance & Insurance

$67M in assets, 233 participants

Fred a. Moreton & Company's Moreton Companies Profit Sharing Plan reported $67M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,846 in Finance & Insurance (8,549 peers)

Coverage in Utah

Moreton Companies Profit Sharing Plan covers 233 participants in Utah, about 39% of the average Utah filer (state average ~592 per filing). Assets: $67M.

#6,846
in Finance & Insurance (8,549 peers)
+5.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Moreton Companies Profit Sharing Plan's outsized position by total assets

Moreton Companies Profit Sharing Plan vs every filed plan by assets

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

$66,548,986 Top 13% higher than 87% 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

Moreton Companies Profit Sharing 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. Moreton Companies Profit Sharing Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moreton Companies Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Moreton Companies Profit Sharing Plan reported participants rose from 218 in the plan year 2023 filing to 233 in the plan year 2024 filing.
  • Moreton Companies Profit Sharing Plan end-of-year assets rose from $63M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 870218394 · Fred a. Moreton & Company PY 2024 · 401(k)

Moreton Companies Profit Sharing Plan · $67M · 233 · 87th

  • EOY $67M
  • 5500 233
  • ASSETS 87th
  • PCT 401(k)
  • EIN near Premium Brands US Meats 401(k) Plan
  • RANK ind #6846

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 Finance & Insurance retirement plans → · Plans in Utah →

Moreton Companies Profit Sharing Plan in the asset neighbourhood

Moreton Companies Profit Sharing PlanMoreton Companies Profit Sha…$67MPremium Brands US Meats 401(k) PlanPremium Brands US Meats 401(…$67MUnify Financial Federal Credit Union 401(k) PlanUnify Financial Federal Cred…$67MSentinel Real Estate 401(k) Plan 401(k) Savings PlanSentinel Real Estate 401(k) …$67MThe Walton Electric Membership Corporation 401 K PlanThe Walton Electric Membersh…$67M
End-of-year total assets ($M) among Moreton Companies Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$67M
Net Income$4M
Employer EIN870218394
Plan Effective Date1959-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred a. Moreton & Company)

Sponsor-wide plan assets over time

All Fred a. Moreton & Company plans reported in each filing year

Latest sponsor-wide plan assets
$67M 19.478462013896806% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.7M $66.6M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 194 $56M
2023 1 218 $63M
2024 1 233 $67M

Nearby 401(k) Plans in Utah

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

Moreton Companies Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Moreton Companies Profit Sharing Plan, Total assets ($B): 0.066548986 · Participants: 233Moreton Companies Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Moreton Companies Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Moreton Companies Profit Sharing Plan side-by-side with 3 peers →

Moreton Companies Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Premium Brands US Meats 401(k) Plan in WA ($67M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Moreton Companies Profit Sharing Plan assets move in 2024? ▼
Moreton Companies Profit Sharing Plan grew at a solid clip - up 5.8% during 2024, from $63M to $67M. Reported net income was $4M.
How have Fred a. Moreton & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fred a. Moreton & Company's sponsor-wide assets grew 19.5%, from $56M to $67M.
Where does Moreton Companies Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Moreton Companies Profit Sharing Plan ranks in the 87th 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 Moreton Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premium Brands US Meats 401(k) Plan in WA ($67M, 1,239 participants).
Which 401(k) plans cover a similar participant headcount to Moreton Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mccloud Inc. 401(k) Plan in KY (233 participants, $151K 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 870218394.

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.