401(k) · DOL Form 5500 · 2023

Mcmorgan & Company LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
28
Participants Small participant base
78th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Mcmorgan & Company LLC Retirement Plan · Sponsored by Mcmorgan & Company LLC · California · Finance & Insurance

$28M in assets, 28 participants

Mcmorgan & Company LLC's Mcmorgan & Company LLC Retirement Plan reported $28M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,924 in Finance & Insurance (8,869 peers)

Where Mcmorgan & Company LLC Retirement Plan sits by assets

Mcmorgan & Company LLC Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 28 participants (~$1.0M/participant), up 3.8% in 2023.

#5,924
in Finance & Insurance (8,869 peers)
+3.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mcmorgan & Company LLC Retirement Plan's outsized position by total assets

Mcmorgan & Company LLC Retirement Plan vs every filed plan by assets

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

$28,137,317 Top 22% higher than 78% 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

Mcmorgan & Company LLC Retirement 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. Mcmorgan & Company LLC Retirement Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcmorgan & Company LLC Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mcmorgan & Company LLC Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Mcmorgan & Company LLC Retirement Plan reported participants fell from 29 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 522334338 · Mcmorgan & Company LLC PY 2023 · 401(k)

Mcmorgan & Company LLC Retirement Plan · $28M · 28 · 78th

  • SCH $28M
  • EBSA 28
  • PART 78th
  • TYPE 401(k)
  • NET near The Satilla Rural Electric Membership Corporation 401(k) Savings Plan
  • BOOK ind #5924

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 California →

Mcmorgan & Company LLC Retirement Plan in the asset neighbourhood

Mcmorgan & Company LLC Retirement PlanMcmorgan & Company LLC Retir…$28MThe Satilla Rural Electric Membership Corporation 401(k) Savings PlanThe Satilla Rural Electric M…$28MCloeren Incorporated 401(k) PlanCloeren Incorporated 401(k) …$28MMaintech 401(k) Retirement Plan and TrustMaintech 401(k) Retirement P…$28MUniversity Psychiatric Practice, Inc. Section 403(b) PlanUniversity Psychiatric Pract…$28M
End-of-year total assets ($M) among Mcmorgan & Company LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$1M
Employer EIN522334338
Plan Effective Date1969-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcmorgan & Company LLC)

Sponsor-wide plan assets over time

All Mcmorgan & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.81214559067235% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.1M $33M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 29 $27M
2023 1 28 $28M
2024 1 30 $33M

Nearby 401(k) Plans in California

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

Mcmorgan & Company LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mcmorgan & Company LLC Retirement Plan, Total assets ($B): 0.028137317 · Participants: 28Mcmorgan & Company LLC Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mcmorgan & Company LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mcmorgan & Company LLC Retirement Plan side-by-side with 3 peers →

Mcmorgan & Company LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Satilla Rural Electric Membership Corporation 401(k) Savings Plan in GA ($28M); by covered participants it is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Mcmorgan & Company LLC Retirement Plan assets move in 2023? ▼
Mcmorgan & Company LLC Retirement Plan edged up modestly - up 3.8% during 2023, from $27M to $28M. Reported net income was $1M.
How have Mcmorgan & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcmorgan & Company LLC's sponsor-wide assets grew 21.8%, from $27M to $33M.
Where does Mcmorgan & Company LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Mcmorgan & Company LLC Retirement Plan ranks in the 78th 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 Mcmorgan & Company LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Satilla Rural Electric Membership Corporation 401(k) Savings Plan in GA ($28M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Mcmorgan & Company LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants, $968K 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 522334338.

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.