401(k) · DOL Form 5500 · 2023

Morgan Rio Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$635,057
Avg per participant High balance/head
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Official DOL plan name: Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust · Sponsored by Morgan Rio Capital Management, LLC · New York · Finance & Insurance

$2M in assets, 3 participants

Morgan Rio Capital Management, LLC's Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,798 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 Incentive Savings Plan and Trust at $2M / 3 participants.

#1,798
in Finance & Insurance (8,869 peers)
+10.2%
assets growth YoY

Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust among the smaller filed plans by assets

Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust vs every filed plan by assets

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

$1,905,170 30th percentile higher than 30% 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 Incentive Savings 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 Incentive Savings Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust reported net income rose from $113K in the plan year 2022 filing to $177K in the plan year 2023 filing.
  • Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M 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 · 401(k)

Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust · $2M · 3 · 30th

  • 5500 $2M
  • ASSETS 3
  • PCT 30th
  • EIN 401(k)
  • RANK near Tompkins 401(k) Plan
  • PHOTO ind #1798

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 Incentive Savings Plan and Trust in the asset neighbourhood

Morgan Rio Capital Management, LLC Incentive Savings Plan and TrustMorgan Rio Capital Managemen…$2MTompkins 401(k) Plan$2MIdc Technologies, Inc 401(k)$2MWalter Jew Cpa PC 401(k) Plan$2MSouthern Oregon Aspire Inc 403(b) PlanSouthern Oregon Aspire Inc 4…$2M
End-of-year total assets ($M) among Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust and nearest nationwide 401(k) 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)$2M
Net Assets (End of Year)$2M
Net Income$177K
Employer EIN263476994
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust, Total assets ($B): 0.00190517 · Participants: 3Morgan Rio Capital Management, LLC Incentive Savings Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust side-by-side with 3 peers →

Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tompkins 401(k) Plan in MI ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Incentive Savings Plan and Trust assets move in 2023? ▼
Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust grew at a solid clip - up 10.2% during 2023, from $2M to $2M. Reported net income was $177K.
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 401(k) plans are similar in size to Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tompkins 401(k) Plan in MI ($2M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Rio Capital Management, LLC Incentive Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 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.