401(k) · DOL Form 5500 · 2023

The Morey Organization, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
177
Participants Small participant base
74th
Percentile by assets National rank
$120,119
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morey Organization 401(k) Retirement Plan · Sponsored by The Morey Organization, Inc. · New Jersey · Arts, Entertainment & Recreation

$21M in assets, 177 participants

The Morey Organization, Inc.'s Morey Organization 401(k) Retirement Plan reported $21M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,476 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New Jersey

Morey Organization 401(k) Retirement Plan covers 177 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $21M.

#2,476
in Arts, Entertainment & Recreation (2,945 peers)
+20.5%
assets growth YoY

Morey Organization 401(k) Retirement Plan's outsized position by total assets

Morey Organization 401(k) Retirement Plan vs every filed plan by assets

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

$21,261,122 Top 26% higher than 74% 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

Morey Organization 401(k) Retirement 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. Morey Organization 401(k) Retirement Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morey Organization 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Morey Organization 401(k) Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Morey Organization 401(k) Retirement Plan reported participants rose from 156 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222130568 · The Morey Organization, Inc. PY 2023 · 401(k)

Morey Organization 401(k) Retirement Plan · $21M · 177 · 74th

  • PART $21M
  • TYPE 177
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Archer/Malmo Advertising, Inc. 401(k) Retirement Savings Plan
  • BOY ind #2476

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 Arts, Entertainment & Recreation retirement plans → · Plans in New Jersey →

Morey Organization 401(k) Retirement Plan in the asset neighbourhood

Morey Organization 401(k) Retirement PlanMorey Organization 401(k) Re…$21MArcher/Malmo Advertising, Inc. 401(k) Retirement Savings PlanArcher/Malmo Advertising, In…$21MCib Marine Bancshares, Inc. 401(k) PlanCib Marine Bancshares, Inc. …$21MStl Holding Company LLC 401(k) PlanStl Holding Company LLC 401(…$21MCrescent Bank & Trust Retirement Savings PlanCrescent Bank & Trust Retire…$21M
End-of-year total assets ($M) among Morey Organization 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN222130568
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Morey Organization, Inc.)

Sponsor-wide plan assets over time

All The Morey Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 29.119817185395476% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.7M $22.8M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 156 $18M
2023 1 177 $21M
2024 1 183 $23M

Nearby 401(k) Plans in New Jersey

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

Morey Organization 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Morey Organization 401(k) Retirement Plan, Total assets ($B): 0.021261122 · Participants: 177Morey Organization 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Morey Organization 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Morey Organization 401(k) Retirement Plan side-by-side with 3 peers →

Morey Organization 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Archer/Malmo Advertising, Inc. 401(k) Retirement Savings Plan in TN ($21M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Morey Organization 401(k) Retirement Plan assets move in 2023? ▼
Morey Organization 401(k) Retirement Plan grew sharply - up 20.5% during 2023, from $18M to $21M. Reported net income was $4M.
How have The Morey Organization, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morey Organization, Inc.'s sponsor-wide assets grew 29.1%, from $18M to $23M.
Which 401(k) plans are similar in size to Morey Organization 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Archer/Malmo Advertising, Inc. 401(k) Retirement Savings Plan in TN ($21M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Morey Organization 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 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 222130568.

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.