Other · DOL Form 5500 · 2022

Morgan Autism Center Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
91
Participants Small participant base
41st
Percentile by assets National rank
$34,614
Avg per participant Low balance/head
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Official DOL plan name: Morgan Autism Center 403(b) Plan · Sponsored by Morgan Autism Center · California · Educational Services

$3M in assets, 91 participants

Morgan Autism Center's Morgan Autism Center 403(b) Plan reported $3M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,145 in Educational Services (4,024 peers)

2022 asset change

Morgan Autism Center 403(b) Plan declined sharply 19.8% in 2022 ($4M → $3M) for 91 participants.

#1,145
in Educational Services (4,024 peers)
-19.8%
assets change YoY

The plan reported a net loss of $779K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan Autism Center 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Morgan Autism Center 403(b) Plan vs every filed plan by assets

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

$3,149,910 41st percentile higher than 41% 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 Autism Center 403(b) 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 Autism Center 403(b) Plan is a small filing (91 participants) on this national headcount ladder.

DOL schedule card

Filing strip 941722448 · Morgan Autism Center PY 2022 · Other

Morgan Autism Center 403(b) Plan · $3M · 91 · 41st

  • RANK $3M
  • PHOTO 91
  • IND 41st
  • EOY Other
  • 5500 near City Union Mission Inc. Employees Retirement Plan
  • ASSETS ind #1145

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 Educational Services retirement plans → · Plans in California →

Morgan Autism Center 403(b) Plan in the asset neighbourhood

Morgan Autism Center 403(b) PlanMorgan Autism Center 403(b) …$3MCity Union Mission Inc. Employees Retirement PlanCity Union Mission Inc. Empl…$3MGeorgia Mountain Health Services, Inc. 403(b) PlanGeorgia Mountain Health Serv…$3M403(b) Thrift Plan of Health Services, Inc.403(b) Thrift Plan of Health…$3MKansas City Care Clinic Retirement PlanKansas City Care Clinic Reti…$3M
End-of-year total assets ($M) among Morgan Autism Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$779K
Employer EIN941722448
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Morgan Autism Center 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Morgan Autism Center 403(b) Plan, Total assets ($B): 0.00314991 · Participants: 91Morgan Autism Center 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Morgan Autism Center 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Morgan Autism Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is City Union Mission Inc. Employees Retirement Plan in MO ($3M); by covered participants it is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants). Same-state nearby plans are listed separately above.

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 Autism Center 403(b) Plan assets move in 2022?
Morgan Autism Center 403(b) Plan declined sharply - down 19.8% during 2022, from $4M to $3M. Reported net income was -$779K.
Which Other plans are similar in size to Morgan Autism Center 403(b) Plan?
Among Other plans in other states, the closest by assets is City Union Mission Inc. Employees Retirement Plan in MO ($3M, 160 participants).
Which Other plans cover a similar participant headcount to Morgan Autism Center 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants, $20M in assets).