401(k) · DOL Form 5500 · 2024

Moffatt & Nichol 401(k) Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
933
Participants Near avg headcount
95th
Percentile by assets National rank
$246,938
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moffatt & Nichol 401(k) Profit Sharing Plan · Sponsored by Moffatt & Nichol · California · Professional & Technical Services

$230M in assets, 933 participants

Moffatt & Nichol's Moffatt & Nichol 401(k) Profit Sharing Plan reported $230M in total assets and 933 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,360 in Professional & Technical Services (20,173 peers)

Where Moffatt & Nichol 401(k) Profit Sharing Plan sits by assets

Moffatt & Nichol 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $230M for 933 participants (~$246,938/participant), up 18.7% in 2024.

#19,360
in Professional & Technical Services (20,173 peers)
+18.7%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Moffatt & Nichol 401(k) Profit Sharing Plan's outsized position by total assets

Moffatt & Nichol 401(k) Profit Sharing Plan vs every filed plan by assets

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

$230,393,440 Top 5% higher than 95% 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

Moffatt & Nichol 401(k) 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. Moffatt & Nichol 401(k) Profit Sharing Plan sits mid-pack in the medium band (933 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moffatt & Nichol 401(k) Profit Sharing Plan end-of-year assets rose from $194M in the plan year 2023 filing to $230M in the plan year 2024 filing.
  • Moffatt & Nichol 401(k) Profit Sharing Plan reported participants rose from 837 in the plan year 2023 filing to 933 in the plan year 2024 filing.
  • Moffatt & Nichol 401(k) Profit Sharing Plan reported net income fell from $41M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951951343 · Moffatt & Nichol PY 2024 · 401(k)

Moffatt & Nichol 401(k) Profit Sharing Plan · $230M · 933 · 95th

  • SCH $230M
  • SCH 933
  • SCH 95th
  • SCH 401(k)
  • SCH near The Glenmede Corporation Savings and Investment Plan
  • SCH ind #19360

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 California →

Moffatt & Nichol 401(k) Profit Sharing Plan in the asset neighbourhood

Ankura Consulting Group, LLC Savings PlanAnkura Consulting Group, LLC…$230MMoffatt & Nichol 401(k) Profit Sharing PlanMoffatt & Nichol 401(k) Prof…$230MThe Glenmede Corporation Savings and Investment PlanThe Glenmede Corporation Sav…$230MThe Ethan Allen Retirement Savings PlanThe Ethan Allen Retirement S…$230MTranscore 401(k) Retirement PlanTranscore 401(k) Retirement …$230M
End-of-year total assets ($M) among Moffatt & Nichol 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$194M
Net Assets (End of Year)$230M
Net Income$36M
Employer EIN951951343
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moffatt & Nichol)

Sponsor-wide plan assets over time

All Moffatt & Nichol plans reported in each filing year

Latest sponsor-wide plan assets
$230M 50.25266121734834% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $153M $230M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 768 $153M
2023 1 837 $194M
2024 1 933 $230M

Nearby 401(k) Plans in California

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

Moffatt & Nichol 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Moffatt & Nichol 401(k) Profit Sharing Plan, Total assets ($B): 0.23039344 · Participants: 933Moffatt & Nichol 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Moffatt & Nichol 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Moffatt & Nichol 401(k) Profit Sharing Plan side-by-side with 3 peers →

Moffatt & Nichol 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Glenmede Corporation Savings and Investment Plan in PA ($230M); by covered participants it is Hvcu 401(k) Plan in NY (933 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($230M here).

Similar participant headcount

Nearest other-state filings by covered participants (933 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 Moffatt & Nichol 401(k) Profit Sharing Plan assets move in 2024? ▼
Moffatt & Nichol 401(k) Profit Sharing Plan grew sharply - up 18.7% during 2024, from $194M to $230M. Reported net income was $36M.
How have Moffatt & Nichol plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moffatt & Nichol's sponsor-wide assets grew 50.3%, from $153M to $230M.
Where does Moffatt & Nichol 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Moffatt & Nichol 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Moffatt & Nichol 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Glenmede Corporation Savings and Investment Plan in PA ($230M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Moffatt & Nichol 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hvcu 401(k) Plan in NY (933 participants, $94M 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 951951343.

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.