401(k) · DOL Form 5500 · 2024

Morningstar Senior Living, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
352
Participants Below avg headcount
53rd
Percentile by assets National rank
$25,530
Avg per participant Low balance/head
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Official DOL plan name: Morningstar Senior Living 401(k) Plan · Sponsored by Morningstar Senior Living, Inc. · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 352 participants

Morningstar Senior Living, Inc.'s Morningstar Senior Living 401(k) Plan reported $9M in total assets and 352 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,928 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Morningstar Senior Living 401(k) Plan covers 352 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#9,928
in Healthcare & Social Assistance (16,916 peers)
+8.3%
assets growth YoY

Morningstar Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Morningstar Senior Living 401(k) Plan vs every filed plan by assets

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

$8,986,598 Top 47% higher than 53% 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

Morningstar Senior Living 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. Morningstar Senior Living 401(k) Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morningstar Senior Living 401(k) Plan reported net income rose from $302K in the plan year 2023 filing to $691K in the plan year 2024 filing.
  • Morningstar Senior Living 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Morningstar Senior Living 401(k) Plan reported participants rose from 343 in the plan year 2023 filing to 352 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222717623 · Morningstar Senior Living, Inc. PY 2024 · 401(k)

Morningstar Senior Living 401(k) Plan · $9M · 352 · 53rd

  • SCH $9M
  • EBSA 352
  • PART 53rd
  • TYPE 401(k)
  • NET near Three Way Chevrolet Co. 401(k) Plan
  • BOOK ind #9928

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Morningstar Senior Living 401(k) Plan in the asset neighbourhood

Morningstar Senior Living 401(k) PlanMorningstar Senior Living 40…$9MThree Way Chevrolet Co. 401(k) PlanThree Way Chevrolet Co. 401(…$9MNational Storage Affiliates 401(k) PlanNational Storage Affiliates …$9MOjo Labs 401(k) Plan$9MEqual Justice Initiative Retirement Savings PlanEqual Justice Initiative Ret…$9M
End-of-year total assets ($M) among Morningstar Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$691K
Employer EIN222717623
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morningstar Senior Living, Inc.)

Sponsor-wide plan assets over time

All Morningstar Senior Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 12.428953095374968% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.99M $8.99M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 332 $8M
2023 1 343 $8M
2024 1 352 $9M

Nearby 401(k) Plans in Pennsylvania

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

Morningstar Senior Living 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Morningstar Senior Living 401(k) Plan, Total assets ($B): 0.008986598 · Participants: 352Morningstar Senior Living 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Morningstar Senior Living 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Morningstar Senior Living 401(k) Plan side-by-side with 3 peers →

Morningstar Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Three Way Chevrolet Co. 401(k) Plan in CA ($9M); by covered participants it is Ritchey Management II, LLC 401(k) Plan in TN (352 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Morningstar Senior Living 401(k) Plan assets move in 2024? ▼
Morningstar Senior Living 401(k) Plan grew at a solid clip - up 8.3% during 2024, from $8M to $9M. Reported net income was $691K.
How have Morningstar Senior Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar Senior Living, Inc.'s sponsor-wide assets grew 12.4%, from $8M to $9M.
Which 401(k) plans are similar in size to Morningstar Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Way Chevrolet Co. 401(k) Plan in CA ($9M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Morningstar Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ritchey Management II, LLC 401(k) Plan in TN (352 participants, $14M 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 222717623.

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.