Defined Benefit (Pension) · DOL Form 5500 · 2022

Morgan Services, Inc. Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
386
Participants Below avg headcount
86th
Percentile by assets National rank
$107,636
Avg per participant Below avg balance/head
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Official DOL plan name: Morgan Services, Inc. Retirement Plan · Sponsored by Morgan Services, Inc. · Illinois · Other Services

$42M in assets, 386 participants

Morgan Services, Inc.'s Morgan Services, Inc. Retirement Plan reported $42M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,858 in Other Services (8,398 peers)

Coverage in Illinois

Morgan Services, Inc. Retirement Plan covers 386 participants in Illinois, about 50% of the average Illinois filer (state average ~779 per filing). Assets: $42M.

#7,858
in Other Services (8,398 peers)
-20.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan Services, Inc. Retirement Plan's outsized position by total assets

Morgan Services, Inc. Retirement Plan vs every filed plan by assets

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

$41,547,504 Top 14% higher than 86% 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 Services, Inc. Retirement 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 Services, Inc. Retirement Plan sits mid-pack in the medium band (386 participants).

Published 5500 schedule card

Filing strip 362904675 · Morgan Services, Inc. PY 2022 · Defined Benefit (Pension)

Morgan Services, Inc. Retirement Plan · $42M · 386 · 86th

  • IND $42M
  • EOY 386
  • 5500 86th
  • ASSETS Defined Benefit (Pension)
  • PCT near Oneida Healthcare Center Pension Plan
  • EIN ind #7858

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 Other Services retirement plans → · Plans in Illinois →

Morgan Services, Inc. Retirement Plan in the asset neighbourhood

Limra International Retirement Income PlanLimra International Retireme…$42MAlside Retirement Plan$42MBorregaard USA, Inc. Pension PlanBorregaard USA, Inc. Pension…$42MMorgan Services, Inc. Retirement PlanMorgan Services, Inc. Retire…$42MOneida Healthcare Center Pension PlanOneida Healthcare Center Pen…$42M
End-of-year total assets ($M) among Morgan Services, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$42M
Net Income-$11M
Employer EIN362904675
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Services, Inc.)

Sponsor-wide plan assets over time

All Morgan Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 45.95794798877974% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $61.8M $33.4M ▼ -46.0%
Year Plans Participants Total Assets
2022 2 920 $62M
2023 2 930 $56M
2024 2 675 $33M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Morgan Services, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Morgan Services, Inc. Retirement Plan, Total assets ($B): 0.041547504 · Participants: 386Morgan Services, Inc. Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Morgan Services, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Morgan Services, Inc. Retirement Plan side-by-side with 3 peers →

Morgan Services, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Oneida Healthcare Center Pension Plan in NY ($42M); by covered participants it is I.B.E.W. Local Union No. 90 Pension Fund in CT (386 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Services, Inc. Retirement Plan assets move in 2022? ▼
Morgan Services, Inc. Retirement Plan declined sharply - down 20.3% during 2022, from $52M to $42M. Reported net income was -$11M.
How have Morgan Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Services, Inc.'s sponsor-wide assets declined 46.0%, from $62M to $33M.
Where does Morgan Services, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Morgan Services, Inc. Retirement Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Morgan Services, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oneida Healthcare Center Pension Plan in NY ($42M, 162 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morgan Services, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.B.E.W. Local Union No. 90 Pension Fund in CT (386 participants, $82M 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 362904675.

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.