401(k) · DOL Form 5500 · 2023

The Morgan Group Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
484
Participants Below avg headcount
72nd
Percentile by assets National rank
$39,135
Avg per participant Low balance/head
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Official DOL plan name: The Morgan Group, Inc. Employees' 401(k) Plan · Sponsored by The Morgan Group Inc. · Texas · Real Estate

$19M in assets, 484 participants

The Morgan Group Inc.'s The Morgan Group, Inc. Employees' 401(k) Plan reported $19M in total assets and 484 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,061 in Real Estate (4,727 peers)

The Morgan Group Inc. multi-year trail

The Morgan Group Inc.'s plans moved +54.6% in assets from 2022 to 2024; this filing shows The Morgan Group, Inc. Employees' 401(k) Plan at $19M / 484 participants.

#4,061
in Real Estate (4,727 peers)
+25.5%
assets growth YoY

The Morgan Group, Inc. Employees' 401(k) Plan's outsized position by total assets

The Morgan Group, Inc. Employees' 401(k) Plan vs every filed plan by assets

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

$18,941,208 Top 28% higher than 72% 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

The Morgan Group, Inc. Employees' 401(k) 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. The Morgan Group, Inc. Employees' 401(k) Plan sits mid-pack in the medium band (484 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Morgan Group, Inc. Employees' 401(k) Plan reported net income rose from -$332K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Morgan Group, Inc. Employees' 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Morgan Group, Inc. Employees' 401(k) Plan reported participants rose from 416 in the plan year 2022 filing to 484 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760197035 · The Morgan Group Inc. PY 2023 · 401(k)

The Morgan Group, Inc. Employees' 401(k) Plan · $19M · 484 · 72nd

  • VS-ST $19M
  • VS-ST 484
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near Insurance Organizations' Savings Trust 401(k) Plan
  • VS-ST ind #4061

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 Real Estate retirement plans → · Plans in Texas →

The Morgan Group, Inc. Employees' 401(k) Plan in the asset neighbourhood

The Morgan Group, Inc. Employees' 401(k) PlanThe Morgan Group, Inc. Emplo…$19MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$19MBgr, Inc. 401(k) Profit Sharing PlanBgr, Inc. 401(k) Profit Shar…$19MAt&f 401(k) Plan$19MFirst National Bank of Eastern Arkansas Profit Sharing PlanFirst National Bank of Easte…$19M
End-of-year total assets ($M) among The Morgan Group, Inc. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Morgan Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Morgan Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 54.57366397135034% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.1M $23.3M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 416 $15M
2023 1 484 $19M
2024 1 546 $23M

The Morgan Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN760197035
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Morgan Group, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Morgan Group, Inc. Employees' 401(k) Plan, Total assets ($B): 0.018941208 · Participants: 484The Morgan Group, Inc. Employees' 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Morgan Group, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Morgan Group, Inc. Employees' 401(k) Plan side-by-side with 3 peers →

The Morgan Group, Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Insurance Organizations' Savings Trust 401(k) Plan in NY ($19M); by covered participants it is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (484 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 The Morgan Group, Inc. Employees' 401(k) Plan assets move in 2023? ▼
The Morgan Group, Inc. Employees' 401(k) Plan grew sharply - up 25.5% during 2023, from $15M to $19M. Reported net income was $4M.
How have The Morgan Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morgan Group Inc.'s sponsor-wide assets grew 54.6%, from $15M to $23M.
Which 401(k) plans are similar in size to The Morgan Group, Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insurance Organizations' Savings Trust 401(k) Plan in NY ($19M, 93 participants).
Which 401(k) plans cover a similar participant headcount to The Morgan Group, Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants, $301M 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 760197035.

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.