401(k) · DOL Form 5500 · 2022
Glenn L. Morgan, M.D., P.a. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $752,507
- Avg per participant High balance/head
Official DOL plan name: Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan · Sponsored by Glenn L. Morgan, M.D., P.a. · Texas · Healthcare & Social Assistance
$5M in assets, 7 participants
Glenn L. Morgan, M.D., P.a.'s Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan reported $5M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,518 in Healthcare & Social Assistance (20,060 peers)
Glenn L. Morgan, M.D., P.a. multi-year trail
Glenn L. Morgan, M.D., P.a.'s plans moved +100.6% in assets from 2022 to 2024; this filing shows Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan at $5M / 7 participants.
- #11,518
- in Healthcare & Social Assistance (20,060 peers)
- -22.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,267,552 Top 48% higher than 52% 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
Glenn L. Morgan, M.D., P.a. 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. Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 760607110 · Glenn L. Morgan, M.D., P.a. PY 2022 · 401(k)
Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan · $5M · 7 · 52nd
- BOOK $5M
- BOOK 7
- BOOK 52nd
- BOOK 401(k)
- BOOK near K1 401(k) Plan
- BOOK ind #11518
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 Texas →
Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Glenn L. Morgan, M.D., P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Glenn L. Morgan, M.D., P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 100.5802125921111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $5M |
| 2023 | 1 | 6 | $8M |
| 2024 | 2 | 9 | $11M |
Glenn L. Morgan, M.D., P.a. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 760607110 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Glenn L. Morgan, M.D., P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is K1 401(k) Plan in CA ($5M); by covered participants it is Lee M. Holmes 401(k) and Profit Sharing Plan in OK (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- K1 401(k) Plan (CA) $5M · 107
- Zanmiller Enterprises Inc. Retirement Plan (FL) $5M · 20
- Sightlife 401(k) Plan (WA) $5M · 143
- Young & Associates 401(k) Plan (MO) $5M · 307
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.