401(k) · DOL Form 5500 · 2022
Morganite Industries Inc. 401(k) Plan
Data updated 2026-08-25
- $243M
- Total assets Near avg plan size
- 2,002
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $121,203
- Avg per participant Near avg balance/head
Official DOL plan name: Morgan US Employees' 401(k) Plan · Sponsored by Morganite Industries Inc. · North Carolina · Manufacturing
$243M in assets, 2,002 participants
Morganite Industries Inc.'s Morgan US Employees' 401(k) Plan reported $243M in total assets and 2,002 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,358 in Manufacturing (20,602 peers)
Coverage in North Carolina
Morgan US Employees' 401(k) Plan covers 2,002 participants in North Carolina, 2.4x the typical North Carolina plan (state average ~819 per filing). Assets: $243M.
- #19,358
- in Manufacturing (20,602 peers)
- -15.5%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan US Employees' 401(k) Plan's outsized position by total assets
Morgan US Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$242,649,144 Top 4% higher than 96% 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 US Employees' 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan US Employees' 401(k) Plan lands in the large band (2,002 participants).
DOL schedule card
Filing strip 561268548 · Morganite Industries Inc. PY 2022 · 401(k)
Morgan US Employees' 401(k) Plan · $243M · 2,002 · 96th
- TYPE $243M
- TYPE 2,002
- TYPE 96th
- TYPE 401(k)
- TYPE near Technip Energies USA, Inc. Retirement Savings Plan
- TYPE ind #19358
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 Manufacturing retirement plans → · Plans in North Carolina →
Morgan US Employees' 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $287M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | -$45M |
| Employer EIN | 561268548 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morganite Industries Inc.)
Sponsor-wide plan assets over time
All Morganite Industries Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $417M 9.946041275006202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,402 | $379M |
| 2023 | 2 | 2,525 | $402M |
| 2024 | 2 | 2,634 | $417M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Morgan US Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Technip Energies USA, Inc. Retirement Savings Plan in TX ($243M); by covered participants it is The Potter Companies Retirement Savings Plan in KY (2,002 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($243M here).
- Technip Energies USA, Inc. Retirement Savings Plan (TX) $243M · 879
- Boeing Employees' Credit Union 401(k) Plan (WA) $243M · 2,579
- The United States Pharmacopeial Convention 401(k) Savings Plan (MD) $243M · 795
- Minuteclinic 401(k) Plan (RI) $243M · 3,737
Similar participant headcount
Nearest other-state filings by covered participants (2,002 participants); asset peers above are excluded.
- The Potter Companies Retirement Savings Plan (KY) 2,002 · 0 off
- Fruit of the Loom 401(k) Retirement Savings Plan (KY) 2,002 · 0 off
- Zara USA & Related Companies 401(k) Plan (NY) 2,002 · 0 off
- Xanterra Parks & Resorts, Inc. Employee Savings Plan (CO) 2,003 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.