401(k) · DOL Form 5500 · 2023

The Morey Corporation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
222
Participants Below avg headcount
75th
Percentile by assets National rank
$103,950
Avg per participant Below avg balance/head
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Official DOL plan name: The Morey Corporation 401(k) Profit Sharing Plan · Sponsored by The Morey Corporation · Illinois · Manufacturing

$23M in assets, 222 participants

The Morey Corporation's The Morey Corporation 401(k) Profit Sharing Plan reported $23M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,298 in Manufacturing (18,722 peers)

Coverage in Illinois

The Morey Corporation 401(k) Profit Sharing Plan covers 222 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#12,298
in Manufacturing (18,722 peers)
-19.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Morey Corporation 401(k) Profit Sharing Plan's outsized position by total assets

The Morey Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,076,868 Top 25% higher than 75% 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 Morey Corporation 401(k) Profit Sharing 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 Morey Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Morey Corporation 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • The Morey Corporation 401(k) Profit Sharing Plan end-of-year assets fell from $29M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The Morey Corporation 401(k) Profit Sharing Plan reported participants fell from 251 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362211715 · The Morey Corporation PY 2023 · 401(k)

The Morey Corporation 401(k) Profit Sharing Plan · $23M · 222 · 75th

  • SCH $23M
  • EBSA 222
  • PART 75th
  • TYPE 401(k)
  • NET near Laramar Consolidated Group 401(k) Plan
  • BOOK ind #12298

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 Illinois →

The Morey Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

The Morey Corporation 401(k) Profit Sharing PlanThe Morey Corporation 401(k)…$23MLaramar Consolidated Group 401(k) PlanLaramar Consolidated Group 4…$23M3e Retirement Savings Plan$23MEvernote Corporation 401(k) PlanEvernote Corporation 401(k) …$23MOrthopaedic Associates, Inc. 401(k) Profit Sharing PlanOrthopaedic Associates, Inc.…$23M
End-of-year total assets ($M) among The Morey Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$23M
Net Income-$6M
Employer EIN362211715
Plan Effective Date1963-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (The Morey Corporation)

Sponsor-wide plan assets over time

All The Morey Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$25M 12.262007784118023% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $28.7M $25.2M ▼ -12.2%
Year Plans Participants Total Assets
2022 1 251 $29M
2023 1 222 $23M
2024 1 320 $25M

Nearby 401(k) Plans in Illinois

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

The Morey Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Morey Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.023076868 · Participants: 222The Morey Corporation 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The Morey Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Morey Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Morey Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Laramar Consolidated Group 401(k) Plan in CO ($23M); by covered participants it is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Morey Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
The Morey Corporation 401(k) Profit Sharing Plan declined sharply - down 19.5% during 2023, from $29M to $23M. Reported net income was -$6M.
How have The Morey Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morey Corporation's sponsor-wide assets declined 12.3%, from $29M to $25M.
Where does The Morey Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Morey Corporation 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Morey Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laramar Consolidated Group 401(k) Plan in CO ($23M, 392 participants).
Which 401(k) plans cover a similar participant headcount to The Morey Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 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 362211715.

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.