Defined Benefit (Pension) · DOL Form 5500 · 2023

Morgan Rio Capital Management, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust · Sponsored by Morgan Rio Capital Management, LLC · New York · Finance & Insurance

$3M in assets, 2 participants

Morgan Rio Capital Management, LLC's Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,195 in Finance & Insurance (8,869 peers)

Morgan Rio Capital Management, LLC multi-year trail

Morgan Rio Capital Management, LLC's plans moved +11.4% in assets from 2022 to 2024; this filing shows Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust at $3M / 2 participants.

#2,195
in Finance & Insurance (8,869 peers)
+8.7%
assets growth YoY

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust vs every filed plan by assets

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

$2,989,135 36th percentile higher than 36% 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 Rio Capital Management, LLC Cash Balance Pension Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust reported net income rose from $225K in the plan year 2022 filing to $240K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263476994 · Morgan Rio Capital Management, LLC PY 2023 · Defined Benefit (Pension)

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust · $3M · 2 · 36th

  • 5500 $3M
  • 5500 2
  • 5500 36th
  • 5500 Defined Benefit (Pension)
  • 5500 near Unifirst Corporation Retirement Plan
  • 5500 ind #2195

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 Finance & Insurance retirement plans → · Plans in New York →

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust in the asset neighbourhood

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and TrustMorgan Rio Capital Managemen…$3MUnifirst Corporation Retirement PlanUnifirst Corporation Retirem…$3MFidelco Guide Dog Foundation, Inc. Pension and Retirement PlanFidelco Guide Dog Foundation…$3MTushar B. Patel Dds, Inc. Defined Benefit Pension PlanTushar B. Patel Dds, Inc. De…$3MMedical Marketplace, Inc. Defined Benefit Pension PlanMedical Marketplace, Inc. De…$3M
End-of-year total assets ($M) among Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Morgan Rio Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Morgan Rio Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.387766972335257% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.48M $4.99M ▲ +11.4%
Year Plans Participants Total Assets
2022 2 5 $4M
2023 2 5 $5M
2024 2 5 $5M

Morgan Rio Capital Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$240K
Employer EIN263476994
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust, Total assets ($B): 0.002989135 · Participants: 2Morgan Rio Capital Management, LLC Cash Balance Pension Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust side-by-side with 3 peers →

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Unifirst Corporation Retirement Plan in MA ($3M); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Rio Capital Management, LLC Cash Balance Pension Plan and Trust assets move in 2023? ▼
Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust grew at a solid clip - up 8.7% during 2023, from $3M to $3M. Reported net income was $240K.
How have Morgan Rio Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Rio Capital Management, LLC's sponsor-wide assets grew 11.4%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Unifirst Corporation Retirement Plan in MA ($3M, 45 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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 263476994.

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.