401(k) · DOL Form 5500 · 2024

Moffitt Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
64
Participants Small participant base
30th
Percentile by assets National rank
$32,697
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Moffitt Companies Retirement Plan · Sponsored by Moffitt Holdings, LLC · Texas · Wholesale Trade

$2M in assets, 64 participants

Moffitt Holdings, LLC's Moffitt Companies Retirement Plan reported $2M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,152 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Moffitt Companies Retirement Plan holds $2M for 64 participants - about $32,697 per participant, in the lower half of filed plans by assets.

#1,152
in Wholesale Trade (6,080 peers)
$693K
reported net income

Moffitt Companies Retirement Plan among the smaller filed plans by assets

Moffitt Companies Retirement Plan vs every filed plan by assets

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

$2,092,595 30th percentile higher than 30% 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

Moffitt Companies Retirement 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. Moffitt Companies Retirement Plan is a small filing (64 participants) on this national headcount ladder.

DOL schedule card

Filing strip 383919577 · Moffitt Holdings, LLC PY 2024 · 401(k)

Moffitt Companies Retirement Plan · $2M · 64 · 30th

  • EIN $2M
  • RANK 64
  • PHOTO 30th
  • IND 401(k)
  • EOY near Stone and Associates Law Firm, P.a. 401(k) Retirement Plan
  • 5500 ind #1152

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 Wholesale Trade retirement plans → · Plans in Texas →

Moffitt Companies Retirement Plan in the asset neighbourhood

Moffitt Companies Retirement PlanMoffitt Companies Retirement…$2MStone and Associates Law Firm, P.a. 401(k) Retirement PlanStone and Associates Law Fir…$2MKassity's 401(k) Profit Sharing PlanKassity's 401(k) Profit Shar…$2MGsp Transportation Inc. 401(k) PlanGsp Transportation Inc. 401(…$2MEmpire Group of Reading, Inc Savings PlanEmpire Group of Reading, Inc…$2M
End-of-year total assets ($M) among Moffitt Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$693K
Employer EIN383919577
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Moffitt Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Moffitt Companies Retirement Plan, Total assets ($B): 0.002092595 · Participants: 64Moffitt Companies Retirement 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
Moffitt Companies Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Moffitt Companies Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Stone and Associates Law Firm, P.a. 401(k) Retirement Plan in FL ($2M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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

Which 401(k) plans are similar in size to Moffitt Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stone and Associates Law Firm, P.a. 401(k) Retirement Plan in FL ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Moffitt Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 383919577.

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.