401(k) · DOL Form 5500 · 2022
Morgan Distributing, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $114,189
- Avg per participant Below avg balance/head
Official DOL plan name: Morgan Distributing, Inc. Retirement Plan · Sponsored by Morgan Distributing, Inc. · Illinois · Wholesale Trade
$13M in assets, 111 participants
Morgan Distributing, Inc.'s Morgan Distributing, Inc. Retirement Plan reported $13M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #4,378 in Wholesale Trade (6,843 peers)
Coverage in Illinois
Morgan Distributing, Inc. Retirement Plan covers 111 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $13M.
- #4,378
- in Wholesale Trade (6,843 peers)
- -32.8%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan Distributing, Inc. Retirement Plan's outsized position by total assets
Morgan Distributing, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,674,979 Top 30% higher than 70% 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 Distributing, Inc. Retirement 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 Distributing, Inc. Retirement Plan sits mid-pack in the medium band (111 participants).
Form 5500 schedule snapshot
Filing strip 371004314 · Morgan Distributing, Inc. PY 2022 · 401(k)
Morgan Distributing, Inc. Retirement Plan · $13M · 111 · 70th
- 5500 $13M
- 5500 111
- 5500 70th
- 5500 401(k)
- 5500 near Thermal Industries, Inc. 401(k) Plan
- 5500 ind #4378
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 Wholesale Trade retirement plans → · Plans in Illinois →
Morgan Distributing, Inc. Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$6M |
| Employer EIN | 371004314 |
| Plan Effective Date | 1979-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Distributing, Inc.)
Sponsor-wide plan assets over time
All Morgan Distributing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 16.640311593415657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $13M |
| 2023 | 1 | 117 | $14M |
| 2024 | 1 | 116 | $15M |
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 Distributing, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Thermal Industries, Inc. 401(k) Plan in OK ($13M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Thermal Industries, Inc. 401(k) Plan (OK) $13M · 103
- Indian Community School, Inc. 401(k) Plan (WI) $13M · 101
- Marcal Paper Non-Union 401(k) Plan (NJ) $13M · 372
- Charter Contracting Company, LLC 401(k) Retirement Plan (MA) $13M · 108
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Green Box Loans Inc, 401(k) Plan (CA) 111 · 0 off
- Ivhp 401(k) Retirement Savings Plan (CA) 111 · 0 off
- Vador Ventures Inc 401(k) Profit Sharing Plan & Trust (MD) 111 · 0 off
- Lehi Valley Trading Co. 401(k) Plan (AZ) 111 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.