401(k) · DOL Form 5500 · 2023

The Ford Store Morgan Hill 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
100
Participants Small participant base
34th
Percentile by assets National rank
$26,308
Avg per participant Low balance/head
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Official DOL plan name: The Ford Store Morgan Hill 401(k) Plan & Trust · Sponsored by The Ford Store Morgan Hill · California · Retail Trade

$3M in assets, 100 participants

The Ford Store Morgan Hill's The Ford Store Morgan Hill 401(k) Plan & Trust reported $3M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,833 in Retail Trade (8,414 peers)

Coverage in California

The Ford Store Morgan Hill 401(k) Plan & Trust covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $3M.

#3,833
in Retail Trade (8,414 peers)
+33.8%
assets growth YoY

The Ford Store Morgan Hill 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers

The Ford Store Morgan Hill 401(k) Plan & Trust vs every filed plan by assets

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

$2,630,822 34th percentile higher than 34% 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 Ford Store Morgan Hill 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ford Store Morgan Hill 401(k) Plan & Trust is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ford Store Morgan Hill 401(k) Plan & Trust reported net income rose from -$43K in the plan year 2022 filing to $665K in the plan year 2023 filing.
  • The Ford Store Morgan Hill 401(k) Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Ford Store Morgan Hill 401(k) Plan & Trust reported participants fell from 106 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050610121 · The Ford Store Morgan Hill PY 2023 · 401(k)

The Ford Store Morgan Hill 401(k) Plan & Trust · $3M · 100 · 34th

  • PHOTO $3M
  • IND 100
  • EOY 34th
  • 5500 401(k)
  • ASSETS near Adams Leclair LLP Retirement Savings Plan
  • PCT ind #3833

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 Retail Trade retirement plans → · Plans in California →

The Ford Store Morgan Hill 401(k) Plan & Trust in the asset neighbourhood

The Ford Store Morgan Hill 401(k) Plan & TrustThe Ford Store Morgan Hill 4…$3MAdams Leclair LLP Retirement Savings PlanAdams Leclair LLP Retirement…$3MZia Tex Investments Inc. 401(k) PlanZia Tex Investments Inc. 401…$3MKiowa Casinos 401(k) Plan$3MErie Engineered Products Retirement Savings PlanErie Engineered Products Ret…$3M
End-of-year total assets ($M) among The Ford Store Morgan Hill 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$665K
Employer EIN050610121
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ford Store Morgan Hill)

Sponsor-wide plan assets over time

All The Ford Store Morgan Hill plans reported in each filing year

Latest sponsor-wide plan assets
$3M 64.61470293929573% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.97M $3.24M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 106 $2M
2023 1 100 $3M
2024 1 114 $3M

Nearby 401(k) Plans in California

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

The Ford Store Morgan Hill 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Ford Store Morgan Hill 401(k) Plan & Trust, Total assets ($B): 0.002630822 · Participants: 100The Ford Store Morgan Hill 401(k) Plan & TrustWells 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
The Ford Store Morgan Hill 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare The Ford Store Morgan Hill 401(k) Plan & Trust side-by-side with 3 peers →

The Ford Store Morgan Hill 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Adams Leclair LLP Retirement Savings Plan in NY ($3M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Ford Store Morgan Hill 401(k) Plan & Trust assets move in 2023? ▼
The Ford Store Morgan Hill 401(k) Plan & Trust surged - up 33.8% during 2023, from $2M to $3M. Reported net income was $665K.
How have The Ford Store Morgan Hill plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ford Store Morgan Hill's sponsor-wide assets grew 64.6%, from $2M to $3M.
Which 401(k) plans are similar in size to The Ford Store Morgan Hill 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Adams Leclair LLP Retirement Savings Plan in NY ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to The Ford Store Morgan Hill 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 050610121.

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.