401(k) · DOL Form 5500 · 2023

R L Morgan Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
215
Participants Below avg headcount
38th
Percentile by assets National rank
$16,598
Avg per participant Low balance/head
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Official DOL plan name: R L Morgan Company Profit Sharing Plan · Sponsored by R L Morgan Company · Michigan · Retail Trade

$4M in assets, 215 participants

R L Morgan Company's R L Morgan Company Profit Sharing Plan reported $4M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,160 in Retail Trade (8,414 peers)

Coverage in Michigan

R L Morgan Company Profit Sharing Plan covers 215 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $4M.

#4,160
in Retail Trade (8,414 peers)
+17.9%
assets growth YoY

R L Morgan Company Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

R L Morgan Company Profit Sharing Plan vs every filed plan by assets

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

$3,568,640 38th percentile higher than 38% 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

R L Morgan Company Profit Sharing 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. R L Morgan Company Profit Sharing Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R L Morgan Company Profit Sharing Plan reported net income rose from -$635K in the plan year 2022 filing to $542K in the plan year 2023 filing.
  • R L Morgan Company Profit Sharing Plan reported participants rose from 179 in the plan year 2022 filing to 215 in the plan year 2023 filing.
  • R L Morgan Company Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382567152 · R L Morgan Company PY 2023 · 401(k)

R L Morgan Company Profit Sharing Plan · $4M · 215 · 38th

  • BOY $4M
  • SCH 215
  • EBSA 38th
  • PART 401(k)
  • TYPE near Envirotech Molded Products, Inc. Retirement Plan
  • NET ind #4160

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 Michigan →

R L Morgan Company Profit Sharing Plan in the asset neighbourhood

R L Morgan Company Profit Sharing PlanR L Morgan Company Profit Sh…$4MEnvirotech Molded Products, Inc. Retirement PlanEnvirotech Molded Products, …$4MVorto Operations LLC 401(k) Profit Sharing PlanVorto Operations LLC 401(k) …$4MRighthand Robotics 401(k) PlanRighthand Robotics 401(k) Pl…$4MBeehive Cheese Company LLC 401(k) PlanBeehive Cheese Company LLC 4…$4M
End-of-year total assets ($M) among R L Morgan Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$542K
Employer EIN382567152
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R L Morgan Company)

Sponsor-wide plan assets over time

All R L Morgan Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.251209692740524% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.03M $3.7M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 179 $3M
2023 1 215 $4M
2024 1 252 $4M

Nearby 401(k) Plans in Michigan

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

R L Morgan Company Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants R L Morgan Company Profit Sharing Plan, Total assets ($B): 0.00356864 · Participants: 215R L Morgan Company Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
R L Morgan Company Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare R L Morgan Company Profit Sharing Plan side-by-side with 3 peers →

R L Morgan Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Envirotech Molded Products, Inc. Retirement Plan in UT ($4M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 R L Morgan Company Profit Sharing Plan assets move in 2023? ▼
R L Morgan Company Profit Sharing Plan grew sharply - up 17.9% during 2023, from $3M to $4M. Reported net income was $542K.
How have R L Morgan Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R L Morgan Company's sponsor-wide assets grew 22.3%, from $3M to $4M.
Which 401(k) plans are similar in size to R L Morgan Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Envirotech Molded Products, Inc. Retirement Plan in UT ($4M, 128 participants).
Which 401(k) plans cover a similar participant headcount to R L Morgan Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 382567152.

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.