401(k) · DOL Form 5500 · 2022
Morling & Company 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $877,401
- Avg per participant High balance/head
Official DOL plan name: Morling & Company 401(k) Plan · Sponsored by Morling & Company · California · Professional & Technical Services
$17M in assets, 19 participants
Morling & Company's Morling & Company 401(k) Plan reported $17M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,994 in Professional & Technical Services (21,562 peers)
Morling & Company multi-year trail
Morling & Company's plans moved +23.3% in assets from 2022 to 2024; this filing shows Morling & Company 401(k) Plan at $17M / 19 participants.
- #15,994
- in Professional & Technical Services (21,562 peers)
- -6.3%
- 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.
Morling & Company 401(k) Plan's outsized position by total assets
Morling & Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,670,628 Top 26% higher than 74% 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
Morling & Company 401(k) 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. Morling & Company 401(k) Plan is a small filing (19 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 942989774 · Morling & Company PY 2022 · 401(k)
Morling & Company 401(k) Plan · $17M · 19 · 74th
- BOY $17M
- BOY 19
- BOY 74th
- BOY 401(k)
- BOY near Innovative Concepts in Entertainment, Inc. 401(k) Retirement Plan
- BOY ind #15994
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 Professional & Technical Services retirement plans → · Plans in California →
Morling & Company 401(k) Plan in the asset neighbourhood
Morling & Company multi-year asset trail
Sponsor-wide plan assets over time
All Morling & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 23.345371272156036% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $17M |
| 2023 | 1 | 18 | $19M |
| 2024 | 1 | 35 | $21M |
Morling & Company filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$1M |
| Employer EIN | 942989774 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Morling & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Innovative Concepts in Entertainment, Inc. 401(k) Retirement Plan in NY ($17M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 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.