401(k) · DOL Form 5500 · 2023

The M. K. Morse Company 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
440
Participants Below avg headcount
80th
Percentile by assets National rank
$71,170
Avg per participant Below avg balance/head
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Official DOL plan name: The M. K. Morse Company Retirement Savings Plan · Sponsored by The M. K. Morse Company · Ohio · Manufacturing

$31M in assets, 440 participants

The M. K. Morse Company's The M. K. Morse Company Retirement Savings Plan reported $31M in total assets and 440 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,445 in Manufacturing (18,722 peers)

Where The M. K. Morse Company Retirement Savings Plan sits by assets

The M. K. Morse Company Retirement Savings Plan sits in the top quartile of all filed plans by assets, $31M for 440 participants (~$71,170/participant), up 20.5% in 2023.

#13,445
in Manufacturing (18,722 peers)
+20.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The M. K. Morse Company Retirement Savings Plan's outsized position by total assets

The M. K. Morse Company Retirement Savings Plan vs every filed plan by assets

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

$31,314,752 Top 20% higher than 80% 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 M. K. Morse Company Retirement Savings 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 M. K. Morse Company Retirement Savings Plan sits mid-pack in the medium band (440 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The M. K. Morse Company Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The M. K. Morse Company Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • The M. K. Morse Company Retirement Savings Plan reported participants rose from 434 in the plan year 2022 filing to 440 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341575148 · The M. K. Morse Company PY 2023 · 401(k)

The M. K. Morse Company Retirement Savings Plan · $31M · 440 · 80th

  • ASSETS $31M
  • PCT 440
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Richards, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #13445

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 Manufacturing retirement plans → · Plans in Ohio →

The M. K. Morse Company Retirement Savings Plan in the asset neighbourhood

Tl Nexlevel 401(k) Plan$31MCooperative Elevator Company Employees' Profit Sharing & 401(k) PlanCooperative Elevator Company…$31MThe M. K. Morse Company Retirement Savings PlanThe M. K. Morse Company Reti…$31MRichards, Inc. 401(k) Profit Sharing Plan and TrustRichards, Inc. 401(k) Profit…$31MVentura Orthopedics Medical Group, Inc. 401(k) Profit Sharing PlanVentura Orthopedics Medical …$31M
End-of-year total assets ($M) among The M. K. Morse Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN341575148
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The M. K. Morse Company)

Sponsor-wide plan assets over time

All The M. K. Morse Company plans reported in each filing year

Latest sponsor-wide plan assets
$35M 33.34808924588247% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26M $34.7M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 434 $26M
2023 1 440 $31M
2024 1 392 $35M

Nearby 401(k) Plans in Ohio

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

The M. K. Morse Company Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The M. K. Morse Company Retirement Savings Plan, Total assets ($B): 0.031314752 · Participants: 440The M. K. Morse Company Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The M. K. Morse Company Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The M. K. Morse Company Retirement Savings Plan side-by-side with 3 peers →

The M. K. Morse Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Richards, Inc. 401(k) Profit Sharing Plan and Trust in VT ($31M); by covered participants it is Tradition America Holdings, Inc. 401(k) Plan in NY (440 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (440 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 M. K. Morse Company Retirement Savings Plan assets move in 2023? ▼
The M. K. Morse Company Retirement Savings Plan grew sharply - up 20.5% during 2023, from $26M to $31M. Reported net income was $5M.
How have The M. K. Morse Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The M. K. Morse Company's sponsor-wide assets grew 33.3%, from $26M to $35M.
Where does The M. K. Morse Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The M. K. Morse Company Retirement Savings Plan ranks in the 80th 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 The M. K. Morse Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richards, Inc. 401(k) Profit Sharing Plan and Trust in VT ($31M, 141 participants).
Which 401(k) plans cover a similar participant headcount to The M. K. Morse Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tradition America Holdings, Inc. 401(k) Plan in NY (440 participants, $179M 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 341575148.

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.