401(k) · DOL Form 5500 · 2023

Morgan Corp 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
641
Participants Below avg headcount
76th
Percentile by assets National rank
$38,257
Avg per participant Low balance/head
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Official DOL plan name: Morgan Corp 401(k) Profit Sharing Plan · Sponsored by Morgan Corp · South Carolina · Construction

$25M in assets, 641 participants

Morgan Corp's Morgan Corp 401(k) Profit Sharing Plan reported $25M in total assets and 641 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,753 in Construction (9,030 peers)

Where Morgan Corp 401(k) Profit Sharing Plan sits by assets

Morgan Corp 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $25M for 641 participants (~$38,257/participant), up 24.3% in 2023.

#6,753
in Construction (9,030 peers)
+24.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Morgan Corp 401(k) Profit Sharing Plan's outsized position by total assets

Morgan Corp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,522,873 Top 24% higher than 76% 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 Corp 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. Morgan Corp 401(k) Profit Sharing Plan sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Corp 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Morgan Corp 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Morgan Corp 401(k) Profit Sharing Plan reported participants rose from 573 in the plan year 2022 filing to 641 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 570523479 · Morgan Corp PY 2023 · 401(k)

Morgan Corp 401(k) Profit Sharing Plan · $25M · 641 · 76th

  • EOY $25M
  • EOY 641
  • EOY 76th
  • EOY 401(k)
  • EOY near Kenosha Beef International 401(k) Plan
  • EOY ind #6753

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 Construction retirement plans → · Plans in South Carolina →

Morgan Corp 401(k) Profit Sharing Plan in the asset neighbourhood

Morgan Corp 401(k) Profit Sharing PlanMorgan Corp 401(k) Profit Sh…$25MKenosha Beef International 401(k) PlanKenosha Beef International 4…$25MThe Krapf Group 401(k) Plan$25MNewton Wellesley Orthopedic Associates, Inc. Retirement PlanNewton Wellesley Orthopedic …$25MArcherpoint Employee Stock Ownership and 401(k) PlanArcherpoint Employee Stock O…$25M
End-of-year total assets ($M) among Morgan Corp 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN570523479
Plan Effective Date1976-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Corp)

Sponsor-wide plan assets over time

All Morgan Corp plans reported in each filing year

Latest sponsor-wide plan assets
$29M 44.636870336076214% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28.5M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 573 $20M
2023 1 641 $25M
2024 1 633 $29M

Nearby 401(k) Plans in South Carolina

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

Morgan Corp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Morgan Corp 401(k) Profit Sharing Plan, Total assets ($B): 0.024522873 · Participants: 641Morgan Corp 401(k) Profit Sharing PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Morgan Corp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Morgan Corp 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Kenosha Beef International 401(k) Plan in WI ($25M); by covered participants it is Mueblerias Berrios Retirement Plan in PR (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 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 Corp 401(k) Profit Sharing Plan assets move in 2023?
Morgan Corp 401(k) Profit Sharing Plan grew sharply - up 24.3% during 2023, from $20M to $25M. Reported net income was $5M.
How have Morgan Corp plan assets changed over time?
Across 3 plan years on file (2022-2024), Morgan Corp's sponsor-wide assets grew 44.6%, from $20M to $29M.
Where does Morgan Corp 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Morgan Corp 401(k) Profit Sharing Plan ranks in the 76th 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 Morgan Corp 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Kenosha Beef International 401(k) Plan in WI ($25M, 424 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Corp 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Mueblerias Berrios Retirement Plan in PR (641 participants, $8M in assets).