P PlanScore

Home / Employer profile

Department of Labor filing

MOORE EXCAVATION, INC.

MOORE EXCAVATION INC. RETIREMENT PLAN · For the plan year ended Dec 31, 2023

Spot something wrong?
Public filing 2023 · received Oct 4, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

9filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$428

Reported employer contributions per active participant.

Higher than about 6% of comparable plans
#People in the filing
222

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$313 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 17% of comparable plans
↗Investment performance
Not available

Plan assets changed 37.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 20239out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions6th percentileTypical peer $2,223 · based on 394 comparable plans
Lower reported administrative expense17th percentileTypical peer $164 · based on 405 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, MOORE EXCAVATION, INC. reported $95,021 in employer contributions across the plan and 222 active participants. That works out to $428 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 13.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 25.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context9/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$95,021
Participant contributions
$585,324
Other contributions
$20,737
Employer share of reported contributions
14.0%
Beginning assets
$8,242,321
Ending assets
$11,331,029
Ending net assets
$11,140,139
Ending liabilities
$190,890
Total income
$3,657,774
Total expenses
$759,755
Administrative expenses
$89,801
Participant loans
$257,735

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$376
2023
$428
Plan-paid administrative expenses per participant
2022
$419
2023
$313
Active participants
2022
214
2023
222
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023$42822211.3M20241004100920NAL0005610099001
2022$3762148.2M20231003153123NAL0012624803001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
2.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
930583943-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 1989
Industry
Construction
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ABERDEEN2023Not reportedunknown
ALLIANCEBERNSTEIN2023Not reportedunknown
AMERICAN CENTUTY2023Not reportedunknown
ARIEL DISCOVERY2023Not reportedunknown
BARON CAPITAL GROUP2023Not reportedunknown
BROWN CAPITAL MANAGEMENT2023Not reportedunknown
CHARLES SCHWAB & CO., INC.2023Not reportedunknown
CHARLES SCHWAB BANK2023Not reportedunknown
DEUTSCHE GLOBAL2023Not reportedunknown
EATON2023Not reportedunknown
FIRST EAGLE2023Not reportedunknown
FRANKLIN TEMPLETON INVESTMENT FUNDS2023Not reportedunknown
HARTFORD MUTUAL FUNDS2023Not reportedunknown
HEARTLAND2023Not reportedunknown
HENNESSY2023Not reportedunknown
ICON FUNDS2023Not reportedunknown
ING FUNDS2023Not reportedunknown
LORD ABBETT2023Not reportedunknown
MAINSTAY2023Not reportedunknown
MUTUAL EUROPEAN2023Not reportedunknown
NEUBERGER2023Not reportedunknown
NUVEEN2023Not reportedunknown
OPPENHEIMER FUNDS2023Not reportedunknown
PERMANENT PORTFOLIO2023Not reportedunknown
PIONEER2023Not reportedunknown
T. ROWE PRICE2023Not reportedunknown
TCW2023Not reportedunknown
VANGUARD2023Not reportedunknown
VOYA2023Not reportedunknown
WILLIAM2023Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →
Filing ACK_ID20241004100920NAL0005610099001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗