401(k) · DOL Form 5500 · 2023

Morgan Engineering Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
161
Participants Small participant base
63rd
Percentile by assets National rank
$75,558
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morgan Engineering Systems, Inc. 401(k) Plan · Sponsored by Morgan Engineering Systems, Inc. · Ohio · Manufacturing

$12M in assets, 161 participants

Morgan Engineering Systems, Inc.'s Morgan Engineering Systems, Inc. 401(k) Plan reported $12M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,371 in Manufacturing (18,722 peers)

Coverage in Ohio

Morgan Engineering Systems, Inc. 401(k) Plan covers 161 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#9,371
in Manufacturing (18,722 peers)
+36.7%
assets growth YoY

Morgan Engineering Systems, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Morgan Engineering Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$12,164,905 Top 37% higher than 63% 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 Engineering Systems, Inc. 401(k) 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. Morgan Engineering Systems, Inc. 401(k) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Engineering Systems, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morgan Engineering Systems, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Morgan Engineering Systems, Inc. 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 272137101 · Morgan Engineering Systems, Inc. PY 2023 · 401(k)

Morgan Engineering Systems, Inc. 401(k) Plan · $12M · 161 · 63rd

  • EBSA $12M
  • PART 161
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Hansen-Rice Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #9371

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 Ohio →

Morgan Engineering Systems, Inc. 401(k) Plan in the asset neighbourhood

Besse Forest Products Group 401(k) Retirement Savings PlanBesse Forest Products Group …$12MGeorgia Dermatology & Skin Cancer Center, LLC 401(k) Profit Sharing PlanGeorgia Dermatology & Skin C…$12MMorgan Engineering Systems, Inc. 401(k) PlanMorgan Engineering Systems, …$12MHansen-Rice Inc. 401(k) Profit Sharing PlanHansen-Rice Inc. 401(k) Prof…$12MFriona Industries, L.P. 401(k) PlanFriona Industries, L.P. 401(…$12M
End-of-year total assets ($M) among Morgan Engineering Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN272137101
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Engineering Systems, Inc.)

Sponsor-wide plan assets over time

All Morgan Engineering Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 62.77192811729232% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.9M $14.5M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 148 $9M
2023 1 161 $12M
2024 1 206 $14M

Nearby 401(k) Plans in Ohio

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

Morgan Engineering Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Morgan Engineering Systems, Inc. 401(k) Plan, Total assets ($B): 0.012164905 · Participants: 161Morgan Engineering Systems, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Morgan Engineering Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Morgan Engineering Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Morgan Engineering Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hansen-Rice Inc. 401(k) Profit Sharing Plan in ID ($12M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Engineering Systems, Inc. 401(k) Plan assets move in 2023? ▼
Morgan Engineering Systems, Inc. 401(k) Plan surged - up 36.7% during 2023, from $9M to $12M. Reported net income was $3M.
How have Morgan Engineering Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Engineering Systems, Inc.'s sponsor-wide assets grew 62.8%, from $9M to $14M.
Which 401(k) plans are similar in size to Morgan Engineering Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hansen-Rice Inc. 401(k) Profit Sharing Plan in ID ($12M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Engineering Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 272137101.

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.