401(k) · DOL Form 5500 · 2023

Morgan Services, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
592
Participants Below avg headcount
79th
Percentile by assets National rank
$48,545
Avg per participant Low balance/head
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Official DOL plan name: Morgan Services, Inc. Savings Plus Plan · Sponsored by Morgan Services, Inc. · Illinois · Other Services

$29M in assets, 592 participants

Morgan Services, Inc.'s Morgan Services, Inc. Savings Plus Plan reported $29M in total assets and 592 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,010 in Other Services (7,857 peers)

Where Morgan Services, Inc. Savings Plus Plan sits by assets

Morgan Services, Inc. Savings Plus Plan sits in the top quartile of all filed plans by assets, $29M for 592 participants (~$48,545/participant), up 42.0% in 2023.

#7,010
in Other Services (7,857 peers)
+42.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Morgan Services, Inc. Savings Plus Plan's outsized position by total assets

Morgan Services, Inc. Savings Plus Plan vs every filed plan by assets

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

$28,738,442 Top 21% higher than 79% 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 Services, Inc. Savings Plus 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 Services, Inc. Savings Plus Plan sits mid-pack in the medium band (592 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Services, Inc. Savings Plus Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Morgan Services, Inc. Savings Plus Plan end-of-year assets rose from $20M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Morgan Services, Inc. Savings Plus Plan reported participants rose from 534 in the plan year 2022 filing to 592 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362904675 · Morgan Services, Inc. PY 2023 · 401(k)

Morgan Services, Inc. Savings Plus Plan · $29M · 592 · 79th

  • VS-ST $29M
  • BOY 592
  • SCH 79th
  • EBSA 401(k)
  • PART near Advantage Truck Group, LLC 401(k) Plan
  • TYPE ind #7010

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 Other Services retirement plans → · Plans in Illinois →

Morgan Services, Inc. Savings Plus Plan in the asset neighbourhood

Morgan Services, Inc. Savings Plus PlanMorgan Services, Inc. Saving…$29MAdvantage Truck Group, LLC 401(k) PlanAdvantage Truck Group, LLC 4…$29MNew Dream Network, LLC$29MThe Bank of East Asia, Limited Savings PlanThe Bank of East Asia, Limit…$29MAteeco, Inc. Employees Profit Sharing & 401(k) PlaAteeco, Inc. Employees Profi…$29M
End-of-year total assets ($M) among Morgan Services, Inc. Savings Plus 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)$29M
Net Income$8M
Employer EIN362904675
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Services, Inc.)

Sponsor-wide plan assets over time

All Morgan Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 45.95794798877974% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $61.8M $33.4M ▼ -46.0%
Year Plans Participants Total Assets
2022 2 920 $62M
2023 2 930 $56M
2024 2 675 $33M

Nearby 401(k) Plans in Illinois

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

Morgan Services, Inc. Savings Plus Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Morgan Services, Inc. Savings Plus Plan, Total assets ($B): 0.028738442 · Participants: 592Morgan Services, Inc. Savings Plus PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Morgan Services, Inc. Savings Plus Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Morgan Services, Inc. Savings Plus Plan side-by-side with 3 peers →

Morgan Services, Inc. Savings Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Advantage Truck Group, LLC 401(k) Plan in MA ($29M); by covered participants it is Blessey Marine Services, Inc. 401(k) Plan in LA (592 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (592 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 Services, Inc. Savings Plus Plan assets move in 2023? ▼
Morgan Services, Inc. Savings Plus Plan surged - up 42.0% during 2023, from $20M to $29M. Reported net income was $8M.
How have Morgan Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Services, Inc.'s sponsor-wide assets declined 46.0%, from $62M to $33M.
Where does Morgan Services, Inc. Savings Plus Plan rank by assets among Form 5500 filers? ▼
Morgan Services, Inc. Savings Plus Plan ranks in the 79th 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 Services, Inc. Savings Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advantage Truck Group, LLC 401(k) Plan in MA ($29M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Services, Inc. Savings Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blessey Marine Services, Inc. 401(k) Plan in LA (592 participants, $59M 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 362904675.

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.