401(k) · DOL Form 5500 · 2022

Morgan White Group, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
255
Participants Below avg headcount
72nd
Percentile by assets National rank
$56,829
Avg per participant Low balance/head
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Official DOL plan name: Morgan White Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Morgan White Group, Inc. · Mississippi · Finance & Insurance

$14M in assets, 255 participants

Morgan White Group, Inc.'s Morgan White Group, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,244 in Finance & Insurance (9,261 peers)

Morgan White Group, Inc. multi-year trail

Morgan White Group, Inc.'s plans moved +38.1% in assets from 2022 to 2024; this filing shows Morgan White Group, Inc. 401(k) Profit Sharing Plan at $14M / 255 participants.

#5,244
in Finance & Insurance (9,261 peers)
-9.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan White Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Morgan White Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,491,281 Top 28% higher than 72% 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

Morgan White Group, Inc. 401(k) Profit Sharing 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. Morgan White Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (255 participants).

DOL schedule card

Filing strip 640848633 · Morgan White Group, Inc. PY 2022 · 401(k)

Morgan White Group, Inc. 401(k) Profit Sharing Plan · $14M · 255 · 72nd

  • NET $14M
  • NET 255
  • NET 72nd
  • NET 401(k)
  • NET near Logic Technology, Inc. 401(k) Plan
  • NET ind #5244

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 Finance & Insurance retirement plans → · Plans in Mississippi →

Morgan White Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Morgan White Group, Inc. 401(k) Profit Sharing PlanMorgan White Group, Inc. 401…$14MLogic Technology, Inc. 401(k) PlanLogic Technology, Inc. 401(k…$14MThe Denver Center for the Performing Arts 401(k) PlanThe Denver Center for the Pe…$14MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$14MAccurus Aerospace Corporation 401(k) PlanAccurus Aerospace Corporatio…$14M
End-of-year total assets ($M) among Morgan White Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Morgan White Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morgan White Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.0637156922152% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 255 $14M
2023 1 283 $17M
2024 1 300 $20M

Morgan White Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN640848633
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Morgan White Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Morgan White Group, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 14.491281 · Participants: 255Morgan White Group, Inc. 401(k) Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Morgan White Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Morgan White Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morgan White Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Logic Technology, Inc. 401(k) Plan in NY ($14M); by covered participants it is Lincoln Manufacturing 401(k) Plan in TX (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Morgan White Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Morgan White Group, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 9.1% during 2022, from $16M to $14M. Reported net income was -$1M.
How have Morgan White Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan White Group, Inc.'s sponsor-wide assets grew 38.1%, from $14M to $20M.
Which 401(k) plans are similar in size to Morgan White Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Logic Technology, Inc. 401(k) Plan in NY ($14M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Morgan White Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lincoln Manufacturing 401(k) Plan in TX (255 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 640848633.

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.