401(k) · DOL Form 5500 · 2023

John Morgan, Dds 401(k) Plan

Data updated 2026-08-25

$844K
Total assets Small plan by assets: 4
Participants Small participant base: 22nd
Percentile by assets National rank: $211,067
Avg per participant Above avg balance/head

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Official DOL plan name: John Morgan, Dds Employees' 401(k) Plan · Sponsored by John Morgan, Dds · Oklahoma · Healthcare & Social Assistance

$844K in assets, 4 participants

John Morgan, Dds's John Morgan, Dds Employees' 401(k) Plan reported $844K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#3,144 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

John Morgan, Dds Employees' 401(k) Plan grew sharply 16.6% in 2023 ($724K → $844K) for 4 participants.

#3,144
in Healthcare & Social Assistance (17,684 peers): +16.6%
assets growth YoY

John Morgan, Dds Employees' 401(k) Plan among the smaller filed plans by assets

John Morgan, Dds Employees' 401(k) Plan vs every filed plan by assets

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

$844,267 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

John Morgan, Dds Employees' 401(k) 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. John Morgan, Dds Employees' 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

John Morgan, Dds Employees' 401(k) Plan reported net income rose from -$9K in the plan year 2022 filing to $120K in the plan year 2023 filing.
John Morgan, Dds Employees' 401(k) Plan end-of-year assets rose from $724K in the plan year 2022 filing to $844K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731091253 · John Morgan, Dds PY 2023 · 401(k)

John Morgan, Dds Employees' 401(k) Plan · $844K · 4 · 22nd

ASSETS $844K
ASSETS 4
ASSETS 22nd
ASSETS 401(k)
ASSETS near J. Seiley Inc. 401(k) Plan
ASSETS ind #3144

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among John Morgan, Dds Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

John Morgan, Dds years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$724K
2023	1	4	$844K
2024	1	4	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$724K
Net Assets (End of Year)	$844K
Net Income	$120K
Employer EIN	731091253
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

John Morgan, Dds Employees' 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare John Morgan, Dds Employees' 401(k) Plan side-by-side with 3 peers →

John Morgan, Dds Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is J. Seiley Inc. 401(k) Plan in TX ($844K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($844K here).

J. Seiley Inc. 401(k) Plan (TX) $844K · N/A
Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan (AL) $844K · 64
R & T Repairs, Inc. 401(k) Profit Sharing Plan (OH) $844K · 8
Lcm Group Retirement Plan (NJ) $844K · 3

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 John Morgan, Dds Employees' 401(k) Plan assets move in 2023? ▼

John Morgan, Dds Employees' 401(k) Plan grew sharply - up 16.6% during 2023, from $724K to $844K. Reported net income was $120K.

Where does John Morgan, Dds Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼

John Morgan, Dds Employees' 401(k) Plan ranks in the 22nd 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 John Morgan, Dds Employees' 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is J. Seiley Inc. 401(k) Plan in TX ($844K, N/A participants).

Which 401(k) plans cover a similar participant headcount to John Morgan, Dds Employees' 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 731091253.