Profit Sharing · DOL Form 5500 · 2022

Morning Tree, Inc. Profit Sharing Plan

Data updated 2026-08-25

$425K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$425,000
Avg per participant High balance/head
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Official DOL plan name: Morning Tree, Inc. Retirement Plan · Sponsored by Morning Tree, Inc. · Florida · Real Estate

$425K in assets, 1 participants

Morning Tree, Inc.'s Morning Tree, Inc. Retirement Plan reported $425K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,404 in Real Estate (5,057 peers)

Morning Tree, Inc. multi-year trail

Morning Tree, Inc.'s plans moved -60.0% in assets from 2022 to 2024; this filing shows Morning Tree, Inc. Retirement Plan at $425K / 1 participant.

#1,404
in Real Estate (5,057 peers)
-5.6%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morning Tree, Inc. Retirement Plan among the smaller filed plans by assets

Morning Tree, Inc. Retirement Plan vs every filed plan by assets

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

$425,000 17th percentile higher than 17% 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

Morning Tree, Inc. Retirement 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. Morning Tree, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 812268276 · Morning Tree, Inc. PY 2022 · Profit Sharing

Morning Tree, Inc. Retirement Plan · $425K · 1 · 17th

  • EIN $425K
  • EIN 1
  • EIN 17th
  • EIN Profit Sharing
  • EIN near Winged Helmet Ventures, Inc. Retirement Plan
  • EIN ind #1404

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 Real Estate retirement plans → · Plans in Florida →

Morning Tree, Inc. Retirement Plan in the asset neighbourhood

Morning Tree, Inc. Retirement PlanMorning Tree, Inc. Retiremen…$425KWinged Helmet Ventures, Inc. Retirement PlanWinged Helmet Ventures, Inc.…$425KJb Waters Vending Co. Retirement PlanJb Waters Vending Co. Retire…$425KDangela Enterprises Inc. Retirement PlanDangela Enterprises Inc. Ret…$425KQuidnet Associates, Inc. Retirement PlanQuidnet Associates, Inc. Ret…$425K
End-of-year total assets ($M) among Morning Tree, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Morning Tree, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morning Tree, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$170K 60% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.43M $0.17M ▼ -60.5%
Year Plans Participants Total Assets
2022 1 1 $425K
2023 1 1 $350K
2024 1 1 $170K

Morning Tree, Inc. filing trail (2022)

Total Assets (Beginning of Year)$450K
Net Assets (End of Year)$425K
Net Income-$25K
Employer EIN812268276
Plan Effective Date2016-04-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Morning Tree, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Morning Tree, Inc. Retirement Plan, Total assets ($B): 0.000425 · Participants: 1Morning Tree, Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Morning Tree, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Morning Tree, Inc. Retirement Plan side-by-side with 3 peers →

Morning Tree, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Winged Helmet Ventures, Inc. Retirement Plan in CT ($425K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (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 Morning Tree, Inc. Retirement Plan assets move in 2022? ▼
Morning Tree, Inc. Retirement Plan pulled back noticeably - down 5.6% during 2022, from $450K to $425K. Reported net income was -$25K.
How have Morning Tree, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morning Tree, Inc.'s sponsor-wide assets declined 60.0%, from $425K to $170K.
Where does Morning Tree, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Morning Tree, Inc. Retirement Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Morning Tree, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Winged Helmet Ventures, Inc. Retirement Plan in CT ($425K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Morning Tree, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 812268276.

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.