401(k) · DOL Form 5500 · 2023

Morgan Family Investments Corporation 401(k) Plan

Data updated 2026-08-25

$278K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$278,205
Avg per participant High balance/head
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Official DOL plan name: Morgan Family Investments Corporation 401(k) Profit Sharing Plan · Sponsored by Morgan Family Investments Corporation · Alabama · Real Estate

$278K in assets, 1 participants

Morgan Family Investments Corporation's Morgan Family Investments Corporation 401(k) Profit Sharing Plan reported $278K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #975 in Real Estate (4,727 peers)

What the 2023 filing shows

Morgan Family Investments Corporation 401(k) Profit Sharing Plan holds $278K for 1 participant - about $278,205 per participant, among the smaller plans by assets on file.

#975
in Real Estate (4,727 peers)
+0.0%
assets growth YoY

Morgan Family Investments Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

Morgan Family Investments Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$278,205 13th percentile higher than 13% of 127,068 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 2023

Morgan Family Investments Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan Family Investments Corporation 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 832743804 · Morgan Family Investments Corporation PY 2023 · 401(k)

Morgan Family Investments Corporation 401(k) Profit Sharing Plan · $278K · 1 · 13th

  • IND $278K
  • EOY 1
  • 5500 13th
  • ASSETS 401(k)
  • PCT near Dalton Insulation Corporation 401(k) Profit Sharing Plan
  • EIN ind #975

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 Real Estate retirement plans → · Plans in Alabama →

Morgan Family Investments Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Morgan Family Investments Corporation 401(k) Profit Sharing PlanMorgan Family Investments Co…$278KDalton Insulation Corporation 401(k) Profit Sharing PlanDalton Insulation Corporatio…$278KSalmon Ventures, Inc. 401(k) Profit Sharing PlanSalmon Ventures, Inc. 401(k)…$278KFern Woods Retirement Plan$278KGomez Management Company 401(k) PlanGomez Management Company 401…$278K
End-of-year total assets ($M) among Morgan Family Investments Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$278K
Net Assets (End of Year)$278K
Employer EIN832743804
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Family Investments Corporation)

Sponsor-wide plan assets over time

All Morgan Family Investments Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$278K 0% vs 2022
2024 filing year
$0.28M 202220232024 $0.28M $0.28M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $278K
2023 1 1 $278K
2024 1 1 $278K

Nearby 401(k) Plans in Alabama

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

Morgan Family Investments Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Morgan Family Investments Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.000278205 · Participants: 1Morgan Family Investments Corporation 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Morgan Family Investments Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Morgan Family Investments Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morgan Family Investments Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Dalton Insulation Corporation 401(k) Profit Sharing Plan in TX ($278K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morgan Family Investments Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Morgan Family Investments Corporation 401(k) Profit Sharing Plan held essentially flat - up 0.0% during 2023, from $278K to $278K.
How have Morgan Family Investments Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Family Investments Corporation's sponsor-wide assets grew 0.0%, from $278K to $278K.
Where does Morgan Family Investments Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Morgan Family Investments Corporation 401(k) Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Morgan Family Investments Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dalton Insulation Corporation 401(k) Profit Sharing Plan in TX ($278K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Family Investments Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832743804.

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.