401(k) · DOL Form 5500 · 2022

Dw Morgan LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
53rd
Percentile by assets National rank
$137,376
Avg per participant Near avg balance/head
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Official DOL plan name: Dw Morgan LLC 401(k) Profit Sharing & Trust · Sponsored by Dw Morgan LLC · Nevada · Professional & Technical Services

$6M in assets, 41 participants

Dw Morgan LLC's Dw Morgan LLC 401(k) Profit Sharing & Trust reported $6M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,974 in Professional & Technical Services (21,562 peers)

Dw Morgan LLC multi-year trail

Dw Morgan LLC's plans moved +25.7% in assets from 2022 to 2024; this filing shows Dw Morgan LLC 401(k) Profit Sharing & Trust at $6M / 41 participants.

#10,974
in Professional & Technical Services (21,562 peers)
-11.6%
assets change YoY

The plan reported a net loss of $741K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dw Morgan LLC 401(k) Profit Sharing & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Dw Morgan LLC 401(k) Profit Sharing & Trust vs every filed plan by assets

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

$5,632,412 Top 47% higher than 53% 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

Dw Morgan LLC 401(k) Profit Sharing & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dw Morgan LLC 401(k) Profit Sharing & Trust is a small filing (41 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 205896948 · Dw Morgan LLC PY 2022 · 401(k)

Dw Morgan LLC 401(k) Profit Sharing & Trust · $6M · 41 · 53rd

  • RANK $6M
  • PHOTO 41
  • IND 53rd
  • EOY 401(k)
  • 5500 near Bethel Lutheran Nursing & Rehabilitation Center Profit Sharing Plan and Trust
  • ASSETS ind #10974

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 Nevada →

Dw Morgan LLC 401(k) Profit Sharing & Trust in the asset neighbourhood

Dw Morgan LLC 401(k) Profit Sharing & TrustDw Morgan LLC 401(k) Profit …$6MBethel Lutheran Nursing & Rehabilitation Center Profit Sharing Plan and TrustBethel Lutheran Nursing & Re…$6MUrsillo, Teitz & Ritch 401(k) Profit Sharing PlanUrsillo, Teitz & Ritch 401(k…$6MRegal Motor Company 401(k) Profit Sharing PlanRegal Motor Company 401(k) P…$6MSesi Motors Inc.$6M
End-of-year total assets ($M) among Dw Morgan LLC 401(k) Profit Sharing & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dw Morgan LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dw Morgan LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.670014906579986% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.63M $7.08M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 41 $6M
2023 1 39 $7M
2024 1 41 $7M

Dw Morgan LLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$741K
Employer EIN205896948
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Dw Morgan LLC 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.52 Total assets ($B) Participants Dw Morgan LLC 401(k) Profit Sharing & Trust, Total assets ($B): 0.005632412 · Participants: 41Dw Morgan LLC 401(k) Profit Sharing & TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 1.74979961 · Participants: 29398The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.681748272 · Participants: 41227Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.028962022 · Participants: 6733Barrick Retirement PlanSierra Nevada Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.879465087 · Participants: 4612Sierra Nevada Corporation 401(k) Profit Sharing PlanNv Energy 401(k) Plan, Total assets ($B): 0.876777296 · Participants: 2308Nv Energy 401(k) Plan
Dw Morgan LLC 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants

Dw Morgan LLC 401(k) Profit Sharing & Trust's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Bethel Lutheran Nursing & Rehabilitation Center Profit Sharing Plan and Trust in ND ($6M); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.

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 Dw Morgan LLC 401(k) Profit Sharing & Trust assets move in 2022?
Dw Morgan LLC 401(k) Profit Sharing & Trust pulled back noticeably - down 11.6% during 2022, from $6M to $6M. Reported net income was -$741K.
How have Dw Morgan LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Dw Morgan LLC's sponsor-wide assets grew 25.7%, from $6M to $7M.
Which 401(k) plans are similar in size to Dw Morgan LLC 401(k) Profit Sharing & Trust?
Among 401(k) plans in other states, the closest by assets is Bethel Lutheran Nursing & Rehabilitation Center Profit Sharing Plan and Trust in ND ($6M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Dw Morgan LLC 401(k) Profit Sharing & Trust?
Among 401(k) plans in other states, the closest by covered participants is Allied Termite & Pest Control 401(k) Plan in TN (41 participants, N/A in assets).