401(k) · DOL Form 5500 · 2023
The Morse Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $125,163
- Avg per participant Near avg balance/head
Official DOL plan name: The Morse Group, Inc. 401(k) Deferred Compensation Plan · Sponsored by The Morse Group, Inc. · Illinois · Construction
$25M in assets, 196 participants
The Morse Group, Inc.'s The Morse Group, Inc. 401(k) Deferred Compensation Plan reported $25M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #6,754 in Construction (9,030 peers)
Coverage in Illinois
The Morse Group, Inc. 401(k) Deferred Compensation Plan covers 196 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $25M.
- #6,754
- in Construction (9,030 peers)
- +9.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Morse Group, Inc. 401(k) Deferred Compensation Plan's outsized position by total assets
The Morse Group, Inc. 401(k) Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,531,957 Top 24% higher than 76% 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
The Morse Group, Inc. 401(k) Deferred Compensation Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Morse Group, Inc. 401(k) Deferred Compensation Plan sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Morse Group, Inc. 401(k) Deferred Compensation Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Morse Group, Inc. 401(k) Deferred Compensation Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- The Morse Group, Inc. 401(k) Deferred Compensation Plan reported participants rose from 189 in the plan year 2022 filing to 196 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 261086212 · The Morse Group, Inc. PY 2023 · 401(k)
The Morse Group, Inc. 401(k) Deferred Compensation Plan · $25M · 196 · 76th
- PART $25M
- PART 196
- PART 76th
- PART 401(k)
- PART near Environmental Tectonics Corp Retirement Savings Plan
- PART ind #6754
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 Illinois →
The Morse Group, Inc. 401(k) Deferred Compensation Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 261086212 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Morse Group, Inc.)
Sponsor-wide plan assets over time
All The Morse Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 28.4966390555973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 189 | $22M |
| 2023 | 1 | 196 | $25M |
| 2024 | 1 | 204 | $29M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
The Morse Group, Inc. 401(k) Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Environmental Tectonics Corp Retirement Savings Plan in PA ($25M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- Logicworks 401(k) Plan (NY) 196 · 0 off
- Oscor Inc. 401(k) Plan (TX) 196 · 0 off
- Oc Auto Team 401(k) Plan (CA) 196 · 0 off
- Bel USA 401(k) Plan (FL) 196 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.