401(k) · DOL Form 5500 · 2022
The Morgan Group Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 416
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $36,271
- Avg per participant Low balance/head
Official DOL plan name: The Morgan Group Inc. Employees 401(k) Plan · Sponsored by The Morgan Group Inc. · Texas · Real Estate
$15M in assets, 416 participants
The Morgan Group Inc.'s The Morgan Group Inc. Employees 401(k) Plan reported $15M in total assets and 416 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,345 in Real Estate (5,057 peers)
The Morgan Group Inc. multi-year trail
The Morgan Group Inc.'s plans moved +54.6% in assets from 2022 to 2024; this filing shows The Morgan Group Inc. Employees 401(k) Plan at $15M / 416 participants.
- #4,345
- in Real Estate (5,057 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $332K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Morgan Group Inc. Employees 401(k) Plan's outsized position by total assets
The Morgan Group Inc. Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,088,767 Top 27% higher than 73% 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
The Morgan Group Inc. Employees 401(k) 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. The Morgan Group Inc. Employees 401(k) Plan sits mid-pack in the medium band (416 participants).
EBSA filing schedule strip
Filing strip 760197035 · The Morgan Group Inc. PY 2022 · 401(k)
The Morgan Group Inc. Employees 401(k) Plan · $15M · 416 · 73rd
- PHOTO $15M
- PHOTO 416
- PHOTO 73rd
- PHOTO 401(k)
- PHOTO near Madison Precision Products, Inc. Retirement Plan
- PHOTO ind #4345
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 Real Estate retirement plans → · Plans in Texas →
The Morgan Group Inc. Employees 401(k) Plan in the asset neighbourhood
The Morgan Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Morgan Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 54.57366397135034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 416 | $15M |
| 2023 | 1 | 484 | $19M |
| 2024 | 1 | 546 | $23M |
The Morgan Group Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$332K |
| Employer EIN | 760197035 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
The Morgan Group Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Madison Precision Products, Inc. Retirement Plan in IN ($15M); by covered participants it is H. C. Starck Inc. Savings and Retirement Plan in MA (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (416 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.