401(k) · DOL Form 5500 · 2022
Morgan, Trevathan & Gunn, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $112,320
- Avg per participant Below avg balance/head
Official DOL plan name: Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan · Sponsored by Morgan, Trevathan & Gunn, Inc. · Kentucky · Finance & Insurance
$4M in assets, 32 participants
Morgan, Trevathan & Gunn, Inc.'s Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan reported $4M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #2,762 in Finance & Insurance (9,261 peers)
2022 asset change
Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan pulled back noticeably 11.6% in 2022 ($4M → $4M) for 32 participants.
- #2,762
- in Finance & Insurance (9,261 peers)
- -11.6%
- assets change YoY
The plan reported a net loss of $471K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,594,238 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.
DOL schedule card
Filing strip 610412002 · Morgan, Trevathan & Gunn, Inc. PY 2022 · 401(k)
Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan · $4M · 32 · 44th
- VS-ST $4M
- BOY 32
- SCH 44th
- EBSA 401(k)
- PART near Todd Wenzel Automotive 401(k) Plan
- TYPE ind #2762
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 Finance & Insurance retirement plans → · Plans in Kentucky →
Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan in the asset neighbourhood
Morgan, Trevathan & Gunn, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Morgan, Trevathan & Gunn, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $4M |
| 2023 | 1 | 7 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$471K |
| Employer EIN | 610412002 |
| Plan Effective Date | 1980-11-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Todd Wenzel Automotive 401(k) Plan in MI ($4M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (32 participants); 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.