401(k) · DOL Form 5500 · 2023

Morgan Thomas Cavanaugh Vmd in 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
85
Participants Small participant base
42nd
Percentile by assets National rank
$51,705
Avg per participant Low balance/head
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Official DOL plan name: Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust · Sponsored by Morgan Thomas Cavanaugh Vmd in · California · Professional & Technical Services

$4M in assets, 85 participants

Morgan Thomas Cavanaugh Vmd in's Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,018 in Professional & Technical Services (20,321 peers)

Morgan Thomas Cavanaugh Vmd in multi-year trail

Morgan Thomas Cavanaugh Vmd in's plans moved +21.6% in assets from 2022 to 2023; this filing shows Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust at $4M / 85 participants.

#8,018
in Professional & Technical Services (20,321 peers)
+21.6%
assets growth YoY

Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,394,886 42nd percentile higher than 42% 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 Thomas Cavanaugh Vmd in 401(k) Profit Sharing 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. Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust reported net income rose from $189K in the plan year 2022 filing to $782K in the plan year 2023 filing.
  • Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust reported participants rose from 81 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953563974 · Morgan Thomas Cavanaugh Vmd in PY 2023 · 401(k)

Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust · $4M · 85 · 42nd

  • EBSA $4M
  • EBSA 85
  • EBSA 42nd
  • EBSA 401(k)
  • EBSA near Atl Retirement & Savings Plan
  • EBSA ind #8018

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 Professional & Technical Services retirement plans → · Plans in California →

Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & TrustMorgan Thomas Cavanaugh Vmd …$4MAtl Retirement & Savings Plan$4MHighview Healthcare Partners 401(k) PlanHighview Healthcare Partners…$4MPremier Truck Rental 401(k) PlanPremier Truck Rental 401(k) …$4MMichigan City Paper Box Company Profit Sharing & Savings PlanMichigan City Paper Box Comp…$4M
End-of-year total assets ($M) among Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morgan Thomas Cavanaugh Vmd in multi-year asset trail

Sponsor-wide plan assets over time

All Morgan Thomas Cavanaugh Vmd in plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.631380658531313% vs 2022
2023 filing year
$3.5M$4M$4.5M 20222023 $3.61M $4.39M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 81 $4M
2023 1 85 $4M

Morgan Thomas Cavanaugh Vmd in filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$782K
Employer EIN953563974
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004394886 · Participants: 85Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing 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
Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Atl Retirement & Savings Plan in GA ($4M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust grew sharply - up 21.6% during 2023, from $4M to $4M. Reported net income was $782K.
How have Morgan Thomas Cavanaugh Vmd in plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Morgan Thomas Cavanaugh Vmd in's sponsor-wide assets grew 21.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Atl Retirement & Savings Plan in GA ($4M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Thomas Cavanaugh Vmd in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 953563974.

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.