401(k) · DOL Form 5500 · 2022
Morgan Adams, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $284,765
- Avg per participant High balance/head
Official DOL plan name: Morgan Adams, Inc. 401(k) Plan · Sponsored by Morgan Adams, Inc. · California · Real Estate
$3M in assets, 12 participants
Morgan Adams, Inc.'s Morgan Adams, Inc. 401(k) Plan reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #3,101 in Real Estate (5,057 peers)
Morgan Adams, Inc. multi-year trail
Morgan Adams, Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Morgan Adams, Inc. 401(k) Plan at $3M / 12 participants.
- #3,101
- in Real Estate (5,057 peers)
- -17.3%
- assets change YoY
The plan reported a net loss of $715K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan Adams, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Morgan Adams, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,417,176 43rd percentile higher than 43% 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 Adams, Inc. 401(k) 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 Adams, Inc. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 953141900 · Morgan Adams, Inc. PY 2022 · 401(k)
Morgan Adams, Inc. 401(k) Plan · $3M · 12 · 43rd
- BOOK $3M
- BOOK 12
- BOOK 43rd
- BOOK 401(k)
- BOOK near Tangerine Travel, Ltd. 401(k) Profit Sharing Plan
- BOOK ind #3101
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 California →
Morgan Adams, Inc. 401(k) Plan in the asset neighbourhood
Morgan Adams, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Morgan Adams, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 36.010348896281606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $3M |
| 2023 | 1 | 12 | $4M |
| 2024 | 1 | 15 | $5M |
Morgan Adams, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$715K |
| Employer EIN | 953141900 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Morgan Adams, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tangerine Travel, Ltd. 401(k) Profit Sharing Plan in WA ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.