Profit Sharing · DOL Form 5500 · 2023

Morning Tree, Inc. Profit Sharing Plan

Data updated 2026-08-25

$350K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$350,000
Avg per participant High balance/head
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Official DOL plan name: Morning Tree, Inc. Retirement Plan · Sponsored by Morning Tree, Inc. · Florida · Real Estate

$350K in assets, 1 participants

Morning Tree, Inc.'s Morning Tree, Inc. Retirement Plan reported $350K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,126 in Real Estate (4,727 peers)

Morning Tree, Inc. multi-year trail

Morning Tree, Inc.'s plans moved -60.0% in assets from 2022 to 2024; this filing shows Morning Tree, Inc. Retirement Plan at $350K / 1 participant.

#1,126
in Real Estate (4,727 peers)
-17.6%
assets change YoY

The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morning Tree, Inc. Retirement Plan among the smaller filed plans by assets

Morning Tree, Inc. Retirement Plan vs every filed plan by assets

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

$350,000 15th percentile higher than 15% 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

Morning Tree, Inc. Retirement 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. Morning Tree, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morning Tree, Inc. Retirement Plan reported net income fell from -$25K in the plan year 2022 filing to -$75K in the plan year 2023 filing.
  • Morning Tree, Inc. Retirement Plan end-of-year assets fell from $425K in the plan year 2022 filing to $350K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 812268276 · Morning Tree, Inc. PY 2023 · Profit Sharing

Morning Tree, Inc. Retirement Plan · $350K · 1 · 15th

  • IND $350K
  • EOY 1
  • 5500 15th
  • ASSETS Profit Sharing
  • PCT near C Young Investments Inc. Retirement Plan
  • EIN ind #1126

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 Florida →

Morning Tree, Inc. Retirement Plan in the asset neighbourhood

Morning Tree, Inc. Retirement PlanMorning Tree, Inc. Retiremen…$350KC Young Investments Inc. Retirement PlanC Young Investments Inc. Ret…$350KGoldberg Optometry Services Inc. Retirement PlanGoldberg Optometry Services …$350KAmdaca, Inc. Retirement Plan$350KHealthy Vitals, Inc. Retirement PlanHealthy Vitals, Inc. Retirem…$350K
End-of-year total assets ($M) among Morning Tree, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Morning Tree, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morning Tree, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$170K 60% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.43M $0.17M ▼ -60.5%
Year Plans Participants Total Assets
2022 1 1 $425K
2023 1 1 $350K
2024 1 1 $170K

Morning Tree, Inc. filing trail (2023)

Total Assets (Beginning of Year)$425K
Net Assets (End of Year)$350K
Net Income-$75K
Employer EIN812268276
Plan Effective Date2016-04-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Morning Tree, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Morning Tree, Inc. Retirement Plan, Total assets ($B): 0.00035 · Participants: 1Morning Tree, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Morning Tree, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Morning Tree, Inc. Retirement Plan side-by-side with 3 peers →

Morning Tree, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is C Young Investments Inc. Retirement Plan in TX ($350K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($350K here).

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 Morning Tree, Inc. Retirement Plan assets move in 2023? ▼
Morning Tree, Inc. Retirement Plan declined sharply - down 17.6% during 2023, from $425K to $350K. Reported net income was -$75K.
How have Morning Tree, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morning Tree, Inc.'s sponsor-wide assets declined 60.0%, from $425K to $170K.
Where does Morning Tree, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Morning Tree, Inc. Retirement Plan ranks in the 15th 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 Profit Sharing plans are similar in size to Morning Tree, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is C Young Investments Inc. Retirement Plan in TX ($350K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Morning Tree, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 812268276.

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.