401(k) · DOL Form 5500 · 2022

Morgan & Kelley, a Law Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan · Sponsored by Morgan & Kelley, a Law Corporation · California · Professional & Technical Services

$1M in assets, 1 participants

Morgan & Kelley, a Law Corporation's Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,158 in Professional & Technical Services (21,562 peers)

2022 asset change

Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan contracted severely 43.6% in 2022 ($2M → $1M) for 1 participant.

#5,158
in Professional & Technical Services (21,562 peers)
-43.6%
assets change YoY

The plan reported a net loss of $987K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,276,383 28th percentile higher than 28% of 139,123 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 2022

Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 942420222 · Morgan & Kelley, a Law Corporation PY 2022 · 401(k)

Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan · $1M · 1 · 28th

  • EOY $1M
  • EOY 1
  • EOY 28th
  • EOY 401(k)
  • EOY near Mayfair Management Group, LP 401(k) Plan
  • EOY ind #5158

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 Professional & Technical Services retirement plans → · Plans in California →

Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Morgan & Kelley, a Law Corporation 401(k) Profit Sharing PlanMorgan & Kelley, a Law Corpo…$1MMayfair Management Group, LP 401(k) PlanMayfair Management Group, LP…$1MSizeco - Sizelove Retirement PlanSizeco - Sizelove Retirement…$1MExtreme Scale Solutions 401(k) Profit Sharing Plan & TrustExtreme Scale Solutions 401(…$1MEtai's Food 401(k) Profit Sharing Plan & TrustEtai's Food 401(k) Profit Sh…$1M
End-of-year total assets ($M) among Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$987K
Employer EIN942420222
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.001276383 · Participants: 1Morgan & Kelley, a Law Corporation 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morgan & Kelley, a Law Corporation 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 Mayfair Management Group, LP 401(k) Plan in TX ($1M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan contracted severely - down 43.6% during 2022, from $2M to $1M. Reported net income was -$987K.
Which 401(k) plans are similar in size to Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mayfair Management Group, LP 401(k) Plan in TX ($1M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Morgan & Kelley, a Law Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942420222.

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.