How big is Moon-Baker Agency, Inc.'s plan?

Moon-Baker Agency, Inc.'s plan reported $8.4M in assets and 10 participants for 2024.

Original filing (PDF)20250814122423NAL0027877762001

Moon-Baker Agency, Inc.

Name: Moon-Baker Agency, Inc. — Moon-Baker Agency, Inc., Form 5500 (2024)
Creator: Moon-Baker Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moon-Baker Agency, Inc. Pension Plan

Defined-contribution retirement plan · Moon-Baker Agency, Inc.'s Moon-Baker Agency, Inc. Pension Plan held $8.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

JON Moon signed Moon-Baker Agency, Inc.'s 2024 Form 5500 as plan administrator.

JON Moon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Moon-Baker Agency, Inc.'s EIN is 73-0957836.

EIN 73-0957836

Plan number 001

Plan year 2024

ACK ID 20250814122423NAL0027877762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moon-Baker Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moon-Baker Agency, Inc.'s plan includes money-purchase contributions, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOON-BAKER AGENCY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MOON-BAKER AGENCY, INC.

EIN

all filings

Address

130 EAST MAIN P.O. BOX 1237 · ADA, OK · 74820

Phone

(580) 332-0720

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator