401(k) · DOL Form 5500 · 2022
Morgan Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 534
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $37,913
- Avg per participant Low balance/head
Official DOL plan name: Morgan Services, Inc. Savings Plus Plan · Sponsored by Morgan Services, Inc. · Illinois · Other Services
$20M in assets, 534 participants
Morgan Services, Inc.'s Morgan Services, Inc. Savings Plus Plan reported $20M in total assets and 534 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #7,384 in Other Services (8,398 peers)
Where Morgan Services, Inc. Savings Plus Plan sits by assets
Morgan Services, Inc. Savings Plus Plan sits in the top quartile of all filed plans by assets, $20M for 534 participants (~$37,913/participant), down 17.9% in 2022.
- #7,384
- in Other Services (8,398 peers)
- -17.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan Services, Inc. Savings Plus Plan's outsized position by total assets
Morgan Services, Inc. Savings Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,245,355 Top 23% higher than 77% of 139,123 filed plans
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. Savings Plus 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. Savings Plus Plan sits mid-pack in the medium band (534 participants).
DOL schedule card
Filing strip 362904675 · Morgan Services, Inc. PY 2022 · 401(k)
Morgan Services, Inc. Savings Plus Plan · $20M · 534 · 77th
- EBSA $20M
- EBSA 534
- EBSA 77th
- EBSA 401(k)
- EBSA near Hit, Inc. Safe Harbor 401(k) Profit-Sharing Plan
- EBSA ind #7384
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. Savings Plus Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 362904675 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 920 | $62M |
| 2023 | 2 | 930 | $56M |
| 2024 | 2 | 675 | $33M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Morgan Services, Inc. Savings Plus Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Hit, Inc. Safe Harbor 401(k) Profit-Sharing Plan in ND ($20M); by covered participants it is Markham Contracting Co., Inc. 401(k) Profit Sharing Plan in AZ (534 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Hit, Inc. Safe Harbor 401(k) Profit-Sharing Plan (ND) $20M · 257
- Atlantic Coast Automotive, Inc. 401(k) Plan (FL) $20M · 2,329
- Aloha Care 401(k) Plan (HI) $20M · 247
- Robertson-Ryan & Associates, Inc. 401(k) Savings Plan (WI) $20M · 251
Similar participant headcount
Nearest other-state filings by covered participants (534 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.