401(k) · DOL Form 5500 · 2024

Moss & Barnett, a Professional Association 401(k) Plan

Data updated 2026-08-11

$141M
Total assets
147
Participants
93rd
Percentile by assets
$959,685
Avg per participant
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Official DOL plan name: Moss & Barnett Profit Sharing and 401(k) Plan · Sponsored by Moss & Barnett, a Professional Association · Minnesota · Professional & Technical Services

$141M in assets, 147 participants

Moss & Barnett, a Professional Association's Moss & Barnett Profit Sharing and 401(k) Plan reported $141M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #18,916 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Moss & Barnett Profit Sharing and 401(k) Plan covers 147 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $141M.

$141M
total plan assets (2024 EOY)
147
covered participants
93rd
percentile by assets (of 123,622 plans)
$959,685
avg assets per participant

Where Moss & Barnett Profit Sharing and 401(k) Plan sits by total assets

Moss & Barnett Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$141,073,727 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moss & Barnett Profit Sharing and 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Moss & Barnett Profit Sharing and 401(k) Plan end-of-year assets rose from $134M in the plan year 2023 filing to $141M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Minnesota
Industry
Professional & Technical Services

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Moss & Barnett Profit Sharing and 401(k) Plan reports 147 participants - about 13% of that state average ($141M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$141M
Net Income$7M
Employer EIN410943845
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Moss & Barnett, a Professional Association)

$110M$120M$130M$140M$150M 202220232024 $117M $141M ▲ +20.8%
Total plan assets by year, all Moss & Barnett, a Professional Association plans on file
Year Plans Participants Total Assets
2022 1 139 $117M
2023 1 146 $134M
2024 1 147 $141M

Nearby 401(k) Plans in Minnesota

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

Moss & Barnett Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Moss & Barnett Profi…, Total assets ($B): 0.141073727 · Participants: 147Moss & Barnett Profi…Wells Fargo & Compan…, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Compan…Unitedhealth Group 4…, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 4…Medtronic Savings an…, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings an…U.S. Bank 401(k) Sav…, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Sav…
Moss & Barnett Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Moss & Barnett Profit Sharing and 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Moss & Barnett Profit Sharing and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Moss & Barnett Profit Sharing and 401(k) Plan assets move in 2024? ▼
Moss & Barnett Profit Sharing and 401(k) Plan grew at a solid clip - up 5.6% during 2024, from $134M to $141M. Reported net income was $7M.
How have Moss & Barnett, a Professional Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moss & Barnett, a Professional Association's sponsor-wide assets grew 20.8%, from $117M to $141M.
Where does Moss & Barnett Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Moss & Barnett Profit Sharing and 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Moss & Barnett Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Myers Industries, Inc. Profit Sharing and 401(k) Plan in OH ($141M, 2,007 participants).

Next read for Moss & Barnett Profit Sharing and 401(k)…

Filing takeaways

Ways to act on Moss & Barnett Profit Sharing and 401(k) Plan's numbers.

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 410943845.

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.