401(k) · DOL Form 5500 · 2023

Morgan Fuel & Heating Company, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
246
Participants Below avg headcount
64th
Percentile by assets National rank
$51,838
Avg per participant Low balance/head
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Official DOL plan name: Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr · Sponsored by Morgan Fuel & Heating Company, Inc. · New York · Construction

$13M in assets, 246 participants

Morgan Fuel & Heating Company, Inc.'s Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr reported $13M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,625 in Construction (9,030 peers)

Coverage in New York

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr covers 246 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $13M.

#5,625
in Construction (9,030 peers)
+13.5%
assets growth YoY

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr's mid-pack asset rank among Construction and all filers

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr vs every filed plan by assets

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

$12,752,255 Top 36% higher than 64% 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

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr 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. Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr reported participants fell from 255 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141420673 · Morgan Fuel & Heating Company, Inc. PY 2023 · 401(k)

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr · $13M · 246 · 64th

  • PCT $13M
  • PCT 246
  • PCT 64th
  • PCT 401(k)
  • PCT near Irongate Waikiki LLC 401(k) Plan
  • PCT ind #5625

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 Construction retirement plans → · Plans in New York →

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr in the asset neighbourhood

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & TrMorgan Fuel & Heating Compan…$13MIrongate Waikiki LLC 401(k) PlanIrongate Waikiki LLC 401(k) …$13MTrump International Waikiki 401(k) PlanTrump International Waikiki …$13MEvisions, LLC. 401(k) Profit Sharing PlanEvisions, LLC. 401(k) Profit…$13MMajorel USA, Inc$13M
End-of-year total assets ($M) among Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN141420673
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Fuel & Heating Company, Inc.)

Sponsor-wide plan assets over time

All Morgan Fuel & Heating Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 25.89527953350127% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.2M $14.1M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 255 $11M
2023 1 246 $13M
2024 1 264 $14M

Nearby 401(k) Plans in New York

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

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr, Total assets ($B): 0.012752255 · Participants: 246Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & TrIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr vs. nearby 401(k) plans in New York, assets vs. participants
Compare Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr side-by-side with 3 peers →

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Irongate Waikiki LLC 401(k) Plan in HI ($13M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr assets move in 2023? ▼
Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr grew at a solid clip - up 13.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have Morgan Fuel & Heating Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Fuel & Heating Company, Inc.'s sponsor-wide assets grew 25.9%, from $11M to $14M.
Which 401(k) plans are similar in size to Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr? ▼
Among 401(k) plans in other states, the closest by assets is Irongate Waikiki LLC 401(k) Plan in HI ($13M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 141420673.

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.