401(k) · DOL Form 5500 · 2022

Morgan & Morgan P a 401(k) Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
2,927
Participants Above avg headcount
94th
Percentile by assets National rank
$40,706
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust · Sponsored by Morgan & Morgan P a · Florida · Professional & Technical Services

$119M in assets, 2,927 participants

Morgan & Morgan P a's Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust reported $119M in total assets and 2,927 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,437 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust covers 2,927 participants in Florida, 4.7x the typical Florida plan (state average ~628 per filing). Assets: $119M.

#20,437
in Professional & Technical Services (21,562 peers)
-10.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$119,147,543 Top 6% higher than 94% 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

Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust'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 & Morgan P a 401(k) Profit Sharing Plan & Trust lands in the large band (2,927 participants).

Plan-year Form 5500 strip

Filing strip 592920684 · Morgan & Morgan P a PY 2022 · 401(k)

Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust · $119M · 2,927 · 94th

  • ASSETS $119M
  • ASSETS 2,927
  • ASSETS 94th
  • ASSETS 401(k)
  • ASSETS near Ascend Learning LLC 401(k) Plan
  • ASSETS ind #20437

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 Florida →

Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Roeslein & Associates, Inc. Retirement Savings PlanRoeslein & Associates, Inc. …$119MWalsworth Publishing Company 401(k) Savings PlanWalsworth Publishing Company…$119MMorgan & Morgan P a 401(k) Profit Sharing Plan & TrustMorgan & Morgan P a 401(k) P…$119MAscend Learning LLC 401(k) PlanAscend Learning LLC 401(k) P…$119ME2open, LLC 401(k) Plan$119M
End-of-year total assets ($M) among Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$119M
Net Income-$13M
Employer EIN592920684
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan & Morgan P a)

Sponsor-wide plan assets over time

All Morgan & Morgan P a plans reported in each filing year

Latest sponsor-wide plan assets
$193M 61.77278536075226% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $119M $193M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 2,927 $119M
2023 1 3,321 $157M
2024 1 4,222 $193M

Nearby 401(k) Plans in Florida

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

Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.119147543 · Participants: 2927Morgan & Morgan P a 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ascend Learning LLC 401(k) Plan in KS ($119M); by covered participants it is Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan in TX (2,927 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($119M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,927 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 Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.1% during 2022, from $133M to $119M. Reported net income was -$13M.
How have Morgan & Morgan P a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan & Morgan P a's sponsor-wide assets grew 61.8%, from $119M to $193M.
Where does Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ascend Learning LLC 401(k) Plan in KS ($119M, 1,516 participants).
Which 401(k) plans cover a similar participant headcount to Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan in TX (2,927 participants, $177M 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 592920684.

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.