Other · DOL Form 5500 · 2022

Morselife Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,242
Participants Near avg headcount
78th
Percentile by assets National rank
$16,698
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morselife Tax Deferred Annuity Plan · Sponsored by Morselife Inc. · Florida · Healthcare & Social Assistance

$21M in assets, 1,242 participants

Morselife Inc.'s Morselife Tax Deferred Annuity Plan reported $21M in total assets and 1,242 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,312 in Healthcare & Social Assistance (20,060 peers)

Where Morselife Tax Deferred Annuity Plan sits by assets

Morselife Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $21M for 1,242 participants (~$16,698/participant), down 19.2% in 2022.

#16,312
in Healthcare & Social Assistance (20,060 peers)
-19.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morselife Tax Deferred Annuity Plan's outsized position by total assets

Morselife Tax Deferred Annuity Plan vs every filed plan by assets

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

$20,739,198 Top 22% higher than 78% 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

Morselife Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morselife Tax Deferred Annuity Plan lands in the large band (1,242 participants).

Plan-year Form 5500 strip

Filing strip 592120896 · Morselife Inc. PY 2022 · Other

Morselife Tax Deferred Annuity Plan · $21M · 1,242 · 78th

  • IND $21M
  • EOY 1,242
  • 5500 78th
  • ASSETS Other
  • PCT near Catalyst Inc. 403(b) Defined Contribution Plan
  • EIN ind #16312

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 Florida →

Morselife Tax Deferred Annuity Plan in the asset neighbourhood

Heartspring 403 (B) DC Plan$21MMorselife Tax Deferred Annuity PlanMorselife Tax Deferred Annui…$21MCatalyst Inc. 403(b) Defined Contribution PlanCatalyst Inc. 403(b) Defined…$21MNafsa Association of International Educators 403(b) PlanNafsa Association of Interna…$21MCandid Tax Deferred Annuity PlanCandid Tax Deferred Annuity …$21M
End-of-year total assets ($M) among Morselife Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$5M
Employer EIN592120896
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morselife Inc.)

Sponsor-wide plan assets over time

All Morselife Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.875185626753744% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $25.9M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 1,242 $21M
2023 1 1,340 $23M
2024 1 1,270 $26M

Nearby Other Plans in Florida

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

Morselife Tax Deferred Annuity Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Morselife Tax Deferred Annuity Plan, Total assets ($B): 0.020739198 · Participants: 1242Morselife Tax Deferred Annuity PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Morselife Tax Deferred Annuity Plan vs. nearby Other plans in Florida, assets vs. participants

Morselife Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Catalyst Inc. 403(b) Defined Contribution Plan in NY ($21M); by covered participants it is Seven Counties Services Retirement Savings Plan in KY (1,242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,242 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 Morselife Tax Deferred Annuity Plan assets move in 2022?
Morselife Tax Deferred Annuity Plan declined sharply - down 19.2% during 2022, from $26M to $21M. Reported net income was -$5M.
How have Morselife Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Morselife Inc.'s sponsor-wide assets grew 24.9%, from $21M to $26M.
Where does Morselife Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Morselife Tax Deferred Annuity Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Morselife Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Catalyst Inc. 403(b) Defined Contribution Plan in NY ($21M, 79 participants).
Which Other plans cover a similar participant headcount to Morselife Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Seven Counties Services Retirement Savings Plan in KY (1,242 participants, $34M in assets).