401(k) · DOL Form 5500 · 2023

Morling & Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
18
Participants Small participant base
71st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Morling & Company 401(k) Plan · Sponsored by Morling & Company · California · Professional & Technical Services

$19M in assets, 18 participants

Morling & Company's Morling & Company 401(k) Plan reported $19M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,439 in Professional & Technical Services (20,321 peers)

Morling & Company multi-year trail

Morling & Company's plans moved +23.3% in assets from 2022 to 2024; this filing shows Morling & Company 401(k) Plan at $19M / 18 participants.

#14,439
in Professional & Technical Services (20,321 peers)
+12.4%
assets growth YoY

Morling & Company 401(k) Plan's outsized position by total assets

Morling & Company 401(k) Plan vs every filed plan by assets

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

$18,742,246 Top 29% higher than 71% 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

Morling & Company 401(k) 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. Morling & Company 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morling & Company 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morling & Company 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Morling & Company 401(k) Plan reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942989774 · Morling & Company PY 2023 · 401(k)

Morling & Company 401(k) Plan · $19M · 18 · 71st

  • BOOK $19M
  • BOOK 18
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Antonio Sofo & Son Importing Co. Employees' 401(k) Plan
  • BOOK ind #14439

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 Professional & Technical Services retirement plans → · Plans in California →

Morling & Company 401(k) Plan in the asset neighbourhood

Ed Herrington, Inc. 401(k) Profit Sharing PlanEd Herrington, Inc. 401(k) P…$19MMorling & Company 401(k) Plan$19MAntonio Sofo & Son Importing Co. Employees' 401(k) PlanAntonio Sofo & Son Importing…$19MCvb, Inc 40(K) Plan$19MKliklok Corporation 401(k) Retirement PlanKliklok Corporation 401(k) R…$19M
End-of-year total assets ($M) among Morling & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morling & Company multi-year asset trail

Sponsor-wide plan assets over time

All Morling & Company plans reported in each filing year

Latest sponsor-wide plan assets
$21M 23.345371272156036% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.7M $20.6M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 19 $17M
2023 1 18 $19M
2024 1 35 $21M

Morling & Company filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN942989774
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Morling & Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Morling & Company 401(k) Plan, Total assets ($B): 0.018742246 · Participants: 18Morling & Company 401(k) 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
Morling & Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Morling & Company 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Antonio Sofo & Son Importing Co. Employees' 401(k) Plan in OH ($19M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 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 (18 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 Morling & Company 401(k) Plan assets move in 2023? ▼
Morling & Company 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $17M to $19M. Reported net income was $2M.
How have Morling & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morling & Company's sponsor-wide assets grew 23.3%, from $17M to $21M.
Which 401(k) plans are similar in size to Morling & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Antonio Sofo & Son Importing Co. Employees' 401(k) Plan in OH ($19M, 470 participants).
Which 401(k) plans cover a similar participant headcount to Morling & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Philotechnics, Ltd. 401(k) Plan in TN (18 participants, N/A 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 942989774.

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.