401(k) · DOL Form 5500 · 2022

Morguard Management Company Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
146
Participants Small participant base
66th
Percentile by assets National rank
$71,426
Avg per participant Below avg balance/head
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Official DOL plan name: Morguard Management Company Inc. 401(k) Plan · Sponsored by Morguard Management Company Inc · Florida · Real Estate

$10M in assets, 146 participants

Morguard Management Company Inc's Morguard Management Company Inc. 401(k) Plan reported $10M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,092 in Real Estate (5,057 peers)

Coverage in Florida

Morguard Management Company Inc. 401(k) Plan covers 146 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#4,092
in Real Estate (5,057 peers)
-15.2%
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.

Morguard Management Company Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Morguard Management Company Inc. 401(k) Plan vs every filed plan by assets

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

$10,428,248 Top 34% higher than 66% 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

Morguard Management Company Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morguard Management Company Inc. 401(k) Plan sits mid-pack in the medium band (146 participants).

DOL schedule card

Filing strip 721061630 · Morguard Management Company Inc PY 2022 · 401(k)

Morguard Management Company Inc. 401(k) Plan · $10M · 146 · 66th

  • TYPE $10M
  • TYPE 146
  • TYPE 66th
  • TYPE 401(k)
  • TYPE near John L. Sullivan Chevrolet, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #4092

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 →

Morguard Management Company Inc. 401(k) Plan in the asset neighbourhood

Morguard Management Company Inc. 401(k) PlanMorguard Management Company …$10MJohn L. Sullivan Chevrolet, Inc. 401(k) Profit Sharing PlanJohn L. Sullivan Chevrolet, …$10MAriel Premium Supply, Inc. 401(k) PlanAriel Premium Supply, Inc. 4…$10MEastern Wholesale Fence, LLC 401(k) PlanEastern Wholesale Fence, LLC…$10MThirdera, LLC$10M
End-of-year total assets ($M) among Morguard Management Company Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN721061630
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morguard Management Company Inc)

Sponsor-wide plan assets over time

All Morguard Management Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 39.14659490261451% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.5M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 146 $10M
2023 1 146 $12M
2024 1 152 $15M

Nearby 401(k) Plans in Florida

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

Morguard Management Company Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Morguard Management Company Inc. 401(k) Plan, Total assets ($B): 0.010428248 · Participants: 146Morguard Management Company Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Morguard Management Company Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Morguard Management Company Inc. 401(k) Plan side-by-side with 3 peers →

Morguard Management Company Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is John L. Sullivan Chevrolet, Inc. 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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.

Frequently Asked Questions

How did Morguard Management Company Inc. 401(k) Plan assets move in 2022? ▼
Morguard Management Company Inc. 401(k) Plan declined sharply - down 15.2% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Morguard Management Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morguard Management Company Inc's sponsor-wide assets grew 39.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Morguard Management Company Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John L. Sullivan Chevrolet, Inc. 401(k) Profit Sharing Plan in CA ($10M, 529 participants).
Which 401(k) plans cover a similar participant headcount to Morguard Management Company Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 participants, N/A 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 721061630.

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.