Other · DOL Form 5500 · 2023

Morselife Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,340
Participants Near avg headcount
75th
Percentile by assets National rank
$17,347
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morselife Tax Deferred Annuity Plan · Sponsored by Morselife Inc. · Florida · Healthcare & Social Assistance

$23M in assets, 1,340 participants

Morselife Inc.'s Morselife Tax Deferred Annuity Plan reported $23M in total assets and 1,340 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.

  • #14,004 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Morselife Tax Deferred Annuity Plan covers 1,340 participants in Florida, 2.1x the typical Florida plan (state average ~628 per filing). Assets: $23M.

#14,004
in Healthcare & Social Assistance (17,684 peers)
+12.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Morselife Tax Deferred Annuity Plan's outsized position by total assets

Morselife Tax Deferred Annuity Plan vs every filed plan by assets

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

$23,245,462 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

Morselife Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morselife Tax Deferred Annuity Plan lands in the large band (1,340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morselife Tax Deferred Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morselife Tax Deferred Annuity Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Morselife Tax Deferred Annuity Plan reported participants rose from 1,242 in the plan year 2022 filing to 1,340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592120896 · Morselife Inc. PY 2023 · Other

Morselife Tax Deferred Annuity Plan · $23M · 1,340 · 75th

  • EBSA $23M
  • PART 1,340
  • TYPE 75th
  • NET Other
  • BOOK near The Seven Hills School Retirement Plan
  • VS-ST ind #14004

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Morselife Tax Deferred Annuity Plan in the asset neighbourhood

Davis & Elkins College Defined Contribution Retirement PlanDavis & Elkins College Defin…$23MMorselife Tax Deferred Annuity PlanMorselife Tax Deferred Annui…$23MThe Seven Hills School Retirement PlanThe Seven Hills School Retir…$23MThe Lexington School Retirement PlanThe Lexington School Retirem…$23MSbcs 403(b) Plan$23M
End-of-year total assets ($M) among Morselife Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN592120896
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morselife Inc.)

Sponsor-wide plan assets over time

All Morselife Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.875185626753744% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $25.9M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 1,242 $21M
2023 1 1,340 $23M
2024 1 1,270 $26M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Morselife Tax Deferred Annuity Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Morselife Tax Deferred Annuity Plan, Total assets ($B): 0.023245462 · Participants: 1340Morselife Tax Deferred Annuity PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Morselife Tax Deferred Annuity Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Morselife Tax Deferred Annuity Plan side-by-side with 3 peers →

Morselife Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Seven Hills School Retirement Plan in CA ($23M); by covered participants it is Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan in NY (1,340 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 (1,340 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 Morselife Tax Deferred Annuity Plan assets move in 2023? ▼
Morselife Tax Deferred Annuity Plan grew at a solid clip - up 12.1% during 2023, from $21M to $23M. Reported net income was $3M.
How have Morselife Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morselife Inc.'s sponsor-wide assets grew 24.9%, from $21M to $26M.
Where does Morselife Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Morselife Tax Deferred Annuity 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 Other plans are similar in size to Morselife Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Seven Hills School Retirement Plan in CA ($23M, 96 participants).
Which Other plans cover a similar participant headcount to Morselife Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan in NY (1,340 participants, $200M 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 592120896.

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.