401(k) · DOL Form 5500 · 2024
Morinda Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 157
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $161,122
- Avg per participant Above avg balance/head
Official DOL plan name: Morinda Holdings, Inc. Profit Sharing 401(k) Plan · Sponsored by Morinda Holdings, Inc. · Utah · Wholesale Trade
$25M in assets, 157 participants
Morinda Holdings, Inc.'s Morinda Holdings, Inc. Profit Sharing 401(k) Plan reported $25M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #4,379 in Wholesale Trade (6,080 peers)
Coverage in Utah
Morinda Holdings, Inc. Profit Sharing 401(k) Plan covers 157 participants in Utah, about 27% of the average Utah filer (state average ~592 per filing). Assets: $25M.
- #4,379
- in Wholesale Trade (6,080 peers)
- +14.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Morinda Holdings, Inc. Profit Sharing 401(k) Plan's outsized position by total assets
Morinda Holdings, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,296,135 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Morinda Holdings, Inc. Profit Sharing 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. Morinda Holdings, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morinda Holdings, Inc. Profit Sharing 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Morinda Holdings, Inc. Profit Sharing 401(k) Plan reported participants fell from 237 in the plan year 2023 filing to 157 in the plan year 2024 filing.
- Morinda Holdings, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 571189756 · Morinda Holdings, Inc. PY 2024 · 401(k)
Morinda Holdings, Inc. Profit Sharing 401(k) Plan · $25M · 157 · 75th
- ASSETS $25M
- ASSETS 157
- ASSETS 75th
- ASSETS 401(k)
- ASSETS near Inline Electric 401(k) Plan and Trust
- ASSETS ind #4379
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 Utah →
Morinda Holdings, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 571189756 |
| Plan Effective Date | 1998-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morinda Holdings, Inc.)
Sponsor-wide plan assets over time
All Morinda Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 13.905840412447173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 379 | $22M |
| 2023 | 1 | 237 | $22M |
| 2024 | 1 | 157 | $25M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Morinda Holdings, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Inline Electric 401(k) Plan and Trust in AL ($25M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Inline Electric 401(k) Plan and Trust (AL) $25M · 349
- Harvest Properties, Inc. 401(k) Plan (CA) $25M · 55
- Urology Associates of Mobile, P.a. 401(k) Profit Sharing Plan (AL) $25M · 183
- Prometheus Group 401(k) Plan (NC) $25M · 298
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Otis It Inc (DE) 157 · 0 off
- Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
- Wsim 401(k) Retirement Plan (TX) 157 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.