401(k) · DOL Form 5500 · 2024

Moregroup Holdings 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
599
Participants Below avg headcount
87th
Percentile by assets National rank
$104,305
Avg per participant Below avg balance/head
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Official DOL plan name: Moregroup Holdings 401(k) Plan · Sponsored by Moregroup Holdings · Texas · Professional & Technical Services

$62M in assets, 599 participants

Moregroup Holdings's Moregroup Holdings 401(k) Plan reported $62M in total assets and 599 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.

  • #17,657 in Professional & Technical Services (20,173 peers)

Where Moregroup Holdings 401(k) Plan sits by assets

Moregroup Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 599 participants (~$104,305/participant), up 93.6% in 2024.

#17,657
in Professional & Technical Services (20,173 peers)
+93.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

Moregroup Holdings 401(k) Plan vs every filed plan by assets

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

$62,478,631 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

Moregroup Holdings 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. Moregroup Holdings 401(k) Plan sits mid-pack in the medium band (599 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moregroup Holdings 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Moregroup Holdings 401(k) Plan reported participants rose from 362 in the plan year 2023 filing to 599 in the plan year 2024 filing.
  • Moregroup Holdings 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752406640 · Moregroup Holdings PY 2024 · 401(k)

Moregroup Holdings 401(k) Plan · $62M · 599 · 87th

  • IND $62M
  • EOY 599
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Truenorth Companies, L.C. 401(k) Plan
  • EIN ind #17657

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 Texas →

Moregroup Holdings 401(k) Plan in the asset neighbourhood

Moregroup Holdings 401(k) PlanMoregroup Holdings 401(k) Pl…$62MTruenorth Companies, L.C. 401(k) PlanTruenorth Companies, L.C. 40…$62MNeurosurgical Associates, Ltd. Profit Sharing PlanNeurosurgical Associates, Lt…$62MJ. H. Fletcher & Co. Employees Profit Sharing PlanJ. H. Fletcher & Co. Employe…$62MCuro Management 401(k) Retirement PlanCuro Management 401(k) Retir…$62M
End-of-year total assets ($M) among Moregroup Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$62M
Net Income$3M
Employer EIN752406640
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moregroup Holdings)

Sponsor-wide plan assets over time

All Moregroup Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$62M 244.0178754459515% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $18.2M $62.5M ▲ +244.1%
Year Plans Participants Total Assets
2022 1 212 $18M
2023 1 362 $32M
2024 1 599 $62M

Nearby 401(k) Plans in Texas

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

Moregroup Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Moregroup Holdings 401(k) Plan, Total assets ($B): 0.062478631 · Participants: 599Moregroup Holdings 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
Moregroup Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Moregroup Holdings 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Truenorth Companies, L.C. 401(k) Plan in IA ($62M); by covered participants it is Minebea-Accesssolutions USA Inc. 401(k) Plan in GA (599 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (599 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 Moregroup Holdings 401(k) Plan assets move in 2024? ▼
Moregroup Holdings 401(k) Plan surged - up 93.6% during 2024, from $32M to $62M. Reported net income was $3M.
How have Moregroup Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moregroup Holdings's sponsor-wide assets grew 244.0%, from $18M to $62M.
Where does Moregroup Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Moregroup Holdings 401(k) 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 Moregroup Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truenorth Companies, L.C. 401(k) Plan in IA ($62M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Moregroup Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minebea-Accesssolutions USA Inc. 401(k) Plan in GA (599 participants, $21M 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 752406640.

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.