401(k) · DOL Form 5500 · 2023

Morgan Planning Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$150,276
Avg per participant Above avg balance/head
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Official DOL plan name: Morgan Planning Group, LLC 401(k) Plan · Sponsored by Morgan Planning Group, LLC · Minnesota · Finance & Insurance

$2M in assets, 12 participants

Morgan Planning Group, LLC's Morgan Planning Group, LLC 401(k) Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,759 in Finance & Insurance (8,869 peers)

Morgan Planning Group, LLC multi-year trail

Morgan Planning Group, LLC's plans moved +100.5% in assets from 2022 to 2024; this filing shows Morgan Planning Group, LLC 401(k) Plan at $2M / 12 participants.

#1,759
in Finance & Insurance (8,869 peers)
+42.3%
assets growth YoY

Morgan Planning Group, LLC 401(k) Plan among the smaller filed plans by assets

Morgan Planning Group, LLC 401(k) Plan vs every filed plan by assets

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

$1,803,315 29th percentile higher than 29% 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 Planning Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan Planning Group, LLC 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Planning Group, LLC 401(k) Plan reported net income rose from -$402K in the plan year 2022 filing to $536K in the plan year 2023 filing.
  • Morgan Planning Group, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morgan Planning Group, LLC 401(k) Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273645399 · Morgan Planning Group, LLC PY 2023 · 401(k)

Morgan Planning Group, LLC 401(k) Plan · $2M · 12 · 29th

  • BOY $2M
  • BOY 12
  • BOY 29th
  • BOY 401(k)
  • BOY near Chicago International Charter School 401(k) Plan
  • BOY ind #1759

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Morgan Planning Group, LLC 401(k) Plan in the asset neighbourhood

Morgan Planning Group, LLC 401(k) PlanMorgan Planning Group, LLC 4…$2MChicago International Charter School 401(k) PlanChicago International Charte…$2MExcelsior Defense Inc Retirement PlanExcelsior Defense Inc Retire…$2MTri-Power Consulting Services, LLC 401(k) PlanTri-Power Consulting Service…$2MSchechter, Shaffer & Harris LLP 401(k) PlanSchechter, Shaffer & Harris …$2M
End-of-year total assets ($M) among Morgan Planning Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morgan Planning Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Morgan Planning Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 100.53924836588415% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.27M $2.54M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 12 $2M
2024 1 13 $3M

Morgan Planning Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$536K
Employer EIN273645399
Plan Effective Date2013-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Morgan Planning Group, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Morgan Planning Group, LLC 401(k) Plan, Total assets ($B): 0.001803315 · Participants: 12Morgan Planning Group, LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Morgan Planning Group, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Morgan Planning Group, LLC 401(k) Plan side-by-side with 3 peers →

Morgan Planning Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Chicago International Charter School 401(k) Plan in IL ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); 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 Planning Group, LLC 401(k) Plan assets move in 2023? ▼
Morgan Planning Group, LLC 401(k) Plan surged - up 42.3% during 2023, from $1M to $2M. Reported net income was $536K.
How have Morgan Planning Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Planning Group, LLC's sponsor-wide assets grew 100.5%, from $1M to $3M.
Which 401(k) plans are similar in size to Morgan Planning Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago International Charter School 401(k) Plan in IL ($2M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Planning Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 273645399.

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.