401(k) · DOL Form 5500 · 2023

Morgan Newton Company, LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
79
Participants Small participant base
45th
Percentile by assets National rank
$65,758
Avg per participant Below avg balance/head
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Official DOL plan name: Morgan Newton Company, LP 401(k) Retirement Savings Plan · Sponsored by Morgan Newton Company, LP · Texas · Manufacturing

$5M in assets, 79 participants

Morgan Newton Company, LP's Morgan Newton Company, LP 401(k) Retirement Savings Plan reported $5M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,302 in Manufacturing (18,722 peers)

Morgan Newton Company, LP multi-year trail

Morgan Newton Company, LP's plans moved +47.6% in assets from 2022 to 2024; this filing shows Morgan Newton Company, LP 401(k) Retirement Savings Plan at $5M / 79 participants.

#5,302
in Manufacturing (18,722 peers)
+30.2%
assets growth YoY

Morgan Newton Company, LP 401(k) Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Morgan Newton Company, LP 401(k) Retirement Savings Plan vs every filed plan by assets

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

$5,194,848 45th percentile higher than 45% 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 Newton Company, LP 401(k) Retirement Savings 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 Newton Company, LP 401(k) Retirement Savings Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Newton Company, LP 401(k) Retirement Savings Plan reported net income rose from -$882K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Morgan Newton Company, LP 401(k) Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Morgan Newton Company, LP 401(k) Retirement Savings Plan reported participants fell from 84 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752929709 · Morgan Newton Company, LP PY 2023 · 401(k)

Morgan Newton Company, LP 401(k) Retirement Savings Plan · $5M · 79 · 45th

  • EIN $5M
  • RANK 79
  • PHOTO 45th
  • IND 401(k)
  • EOY near The Evan Group 401(k) Retirement Plan
  • 5500 ind #5302

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 Manufacturing retirement plans → · Plans in Texas →

Morgan Newton Company, LP 401(k) Retirement Savings Plan in the asset neighbourhood

Costanzo's Bakery, LLC 401(k) PlanCostanzo's Bakery, LLC 401(k…$5MAmsdell Companies 401(k) Plan$5MMorgan Newton Company, LP 401(k) Retirement Savings PlanMorgan Newton Company, LP 40…$5MThe Evan Group 401(k) Retirement PlanThe Evan Group 401(k) Retire…$5MHomestead Village, Inc. 401(k) PlanHomestead Village, Inc. 401(…$5M
End-of-year total assets ($M) among Morgan Newton Company, LP 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morgan Newton Company, LP multi-year asset trail

Sponsor-wide plan assets over time

All Morgan Newton Company, LP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 47.56540422611537% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.99M $5.89M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 84 $4M
2023 1 79 $5M
2024 1 94 $6M

Morgan Newton Company, LP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN752929709
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Morgan Newton Company, LP 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Morgan Newton Company, LP 401(k) Retirement Savings Plan, Total assets ($B): 0.005194848 · Participants: 79Morgan Newton Company, LP 401(k) Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Morgan Newton Company, LP 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Morgan Newton Company, LP 401(k) Retirement Savings Plan side-by-side with 3 peers →

Morgan Newton Company, LP 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Evan Group 401(k) Retirement Plan in NY ($5M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Newton Company, LP 401(k) Retirement Savings Plan assets move in 2023? ▼
Morgan Newton Company, LP 401(k) Retirement Savings Plan surged - up 30.2% during 2023, from $4M to $5M. Reported net income was $1M.
How have Morgan Newton Company, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Newton Company, LP's sponsor-wide assets grew 47.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Morgan Newton Company, LP 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Evan Group 401(k) Retirement Plan in NY ($5M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Newton Company, LP 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 752929709.

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.