401(k) · DOL Form 5500 · 2023

The Morganti Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
90
Participants Small participant base
57th
Percentile by assets National rank
$102,456
Avg per participant Below avg balance/head
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Official DOL plan name: The Morganti Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Morganti Group, Inc. · Connecticut · Construction

$9M in assets, 90 participants

The Morganti Group, Inc.'s The Morganti Group, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #4,993 in Construction (9,030 peers)

The Morganti Group, Inc. multi-year trail

The Morganti Group, Inc.'s plans moved +34.9% in assets from 2022 to 2024; this filing shows The Morganti Group, Inc. 401(k) Profit Sharing Plan at $9M / 90 participants.

#4,993
in Construction (9,030 peers)
+17.7%
assets growth YoY

The Morganti Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

The Morganti Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,221,058 Top 43% higher than 57% 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

The Morganti Group, Inc. 401(k) Profit Sharing 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. The Morganti Group, Inc. 401(k) Profit Sharing Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Morganti Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Morganti Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Morganti Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 81 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 061149260 · The Morganti Group, Inc. PY 2023 · 401(k)

The Morganti Group, Inc. 401(k) Profit Sharing Plan · $9M · 90 · 57th

  • BOOK $9M
  • VS-ST 90
  • BOY 57th
  • SCH 401(k)
  • EBSA near Mid-Atlantic Machinery, Inc. 401(k) Profit Sharing Plan
  • PART ind #4993

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 Construction retirement plans → · Plans in Connecticut →

The Morganti Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Morganti Group, Inc. 401(k) Profit Sharing PlanThe Morganti Group, Inc. 401…$9MMid-Atlantic Machinery, Inc. 401(k) Profit Sharing PlanMid-Atlantic Machinery, Inc.…$9MHollencrest Securities, LLC Retirement PlanHollencrest Securities, LLC …$9MCapital District Beginnings, Inc. Profit Sharing PlanCapital District Beginnings,…$9MCsss.Net 401(k) Plan$9M
End-of-year total assets ($M) among The Morganti Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Morganti Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Morganti Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.903291844098234% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.83M $10.6M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 81 $8M
2023 1 90 $9M
2024 1 82 $11M

The Morganti Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN061149260
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

The Morganti Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Morganti Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009221058 · Participants: 90The Morganti Group, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Morganti Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Morganti Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Morganti Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mid-Atlantic Machinery, Inc. 401(k) Profit Sharing Plan in PA ($9M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 The Morganti Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Morganti Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have The Morganti Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morganti Group, Inc.'s sponsor-wide assets grew 34.9%, from $8M to $11M.
Which 401(k) plans are similar in size to The Morganti Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Atlantic Machinery, Inc. 401(k) Profit Sharing Plan in PA ($9M, 67 participants).
Which 401(k) plans cover a similar participant headcount to The Morganti Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M 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 061149260.

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.