401(k) · DOL Form 5500 · 2024

Terry Moore, Ccim, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
46th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan · Sponsored by Terry Moore, Ccim, Inc. · California · Real Estate

$6M in assets, 3 participants

Terry Moore, Ccim, Inc.'s Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan reported $6M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,016 in Real Estate (4,605 peers)

Terry Moore, Ccim, Inc. multi-year trail

Terry Moore, Ccim, Inc.'s plans moved -15.6% in assets from 2022 to 2024; this filing shows Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan at $6M / 3 participants.

#3,016
in Real Estate (4,605 peers)
-11.4%
assets change YoY

The plan reported a net loss of $793K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,156,015 46th percentile higher than 46% 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

Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan reported net income fell from $734K in the plan year 2023 filing to -$793K in the plan year 2024 filing.
  • Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330773804 · Terry Moore, Ccim, Inc. PY 2024 · 401(k)

Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan · $6M · 3 · 46th

  • BOOK $6M
  • BOOK 3
  • BOOK 46th
  • BOOK 401(k)
  • BOOK near Magnus Title Agency LLC 401(k) Profit Sharing Plan & Trust
  • BOOK ind #3016

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 Real Estate retirement plans → · Plans in California →

Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan in the asset neighbourhood

Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing PlanTerry Moore, Ccim, Inc. Roth…$6MMagnus Title Agency LLC 401(k) Profit Sharing Plan & TrustMagnus Title Agency LLC 401(…$6MAmerican Business Institute Co 401(k) Profit Sharing Plan & TrustAmerican Business Institute …$6MBill Whitters Construction, Inc. 401(k) PlanBill Whitters Construction, …$6MEdward J. Vermet Dds Profit Sharing PlanEdward J. Vermet Dds Profit …$6M
End-of-year total assets ($M) among Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Terry Moore, Ccim, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Terry Moore, Ccim, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.614431267875004% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $7.3M $6.16M ▼ -15.6%
Year Plans Participants Total Assets
2022 2 6 $7M
2023 2 6 $8M
2024 1 3 $6M

Terry Moore, Ccim, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$793K
Employer EIN330773804
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Terry Moore, Ccim, Inc. Roth 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 ($B) Participants Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan, Total assets ($B): 0.006156015 · Participants: 3Terry Moore, Ccim, Inc. Roth 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
Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan side-by-side with 3 peers →

Terry Moore, Ccim, Inc. Roth 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 Magnus Title Agency LLC 401(k) Profit Sharing Plan & Trust in AZ ($6M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan assets move in 2024? ▼
Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan pulled back noticeably - down 11.4% during 2024, from $7M to $6M. Reported net income was -$793K.
How have Terry Moore, Ccim, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terry Moore, Ccim, Inc.'s sponsor-wide assets declined 15.6%, from $7M to $6M.
Which 401(k) plans are similar in size to Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnus Title Agency LLC 401(k) Profit Sharing Plan & Trust in AZ ($6M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Terry Moore, Ccim, Inc. Roth 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 330773804.

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.