401(k) · DOL Form 5500 · 2024

Moffatt & Nichol 401(k) Plan

Data updated 2026-08-11

$230M
Total assets
933
Participants
95th
Percentile by assets
$246,938
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$230M
total plan assets (2024 EOY)
933
covered participants
95th
percentile by assets (of 123,622 plans)
$246,938
avg assets per participant

Where Moffatt & Nichol 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

  • 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 →

Moffatt & Nichol 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Moffatt & Nichol 401(k) Profit Sharing Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

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)

$100M$150M$200M$250M 202220232024 $153M $230M ▲ +50.2%
Total plan assets by year, all Moffatt & Nichol plans on file
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 ($B) Participants Moffatt & Nichol 401…, Total assets ($B): 0.23039344 · Participants: 933Moffatt & Nichol 401…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Moffatt & Nichol 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

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

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).

Next read for Moffatt & Nichol 401(k) Profit Sharing P…

Scale reading

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