401(k) · DOL Form 5500 · 2022

M.J. Morgan Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
577
Participants Below avg headcount
35th
Percentile by assets National rank
$3,765
Avg per participant Low balance/head
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Official DOL plan name: M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by M.J. Morgan Group, LLC · Maryland · Administrative & Support Services

$2M in assets, 577 participants

M.J. Morgan Group, LLC's M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 577 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,890 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust ranks #2,890 of 4,927 2022 filers by assets (1328% of the sector average)-$2M for 577 participants.

#2,890
in Administrative & Support Services (4,927 peers)
-8.9%
assets change YoY

The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,172,584 35th percentile higher than 35% 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

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust 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. M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (577 participants).

Plan-year Form 5500 strip

Filing strip 680621988 · M.J. Morgan Group, LLC PY 2022 · 401(k)

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust · $2M · 577 · 35th

  • PHOTO $2M
  • PHOTO 577
  • PHOTO 35th
  • PHOTO 401(k)
  • PHOTO near Stamtec, Inc. 401(k) Plan
  • PHOTO ind #2890

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 Administrative & Support Services retirement plans → · Plans in Maryland →

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and TrustM. J. Morgan Group, LLC 401(…$2MStamtec, Inc. 401(k) Plan$2MToyota South/Gates Nissan 401(k) PlanToyota South/Gates Nissan 40…$2MCrestview Manor 401(k) Plan$2MSymbioun Technologies, Inc 401(k) Profit Sharing Plan TrustSymbioun Technologies, Inc 4…$2M
End-of-year total assets ($M) among M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$212K
Employer EIN680621988
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002172584 · Participants: 577M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Stamtec, Inc. 401(k) Plan in TN ($2M); by covered participants it is Golub Capital LLC 401(k) Plan in IL (577 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (577 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.

Frequently Asked Questions

How did M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 8.9% during 2022, from $2M to $2M. Reported net income was -$212K.
Which 401(k) plans are similar in size to M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stamtec, Inc. 401(k) Plan in TN ($2M, 18 participants).
Which 401(k) plans cover a similar participant headcount to M. J. Morgan Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Golub Capital LLC 401(k) Plan in IL (577 participants, $102M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680621988.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.