401(k) · DOL Form 5500 · 2023

Morris Group, Inc. 401(k) Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
883
Participants Near avg headcount
93rd
Percentile by assets National rank
$144,563
Avg per participant Above avg balance/head
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Official DOL plan name: Morris Group, Inc. 401(k) Plan · Sponsored by Morris Group, Inc. · Connecticut · Manufacturing

$128M in assets, 883 participants

Morris Group, Inc.'s Morris Group, Inc. 401(k) Plan reported $128M in total assets and 883 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,640 in Manufacturing (18,722 peers)

Where Morris Group, Inc. 401(k) Plan sits by assets

Morris Group, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $128M for 883 participants (~$144,563/participant), up 22.3% in 2023.

#16,640
in Manufacturing (18,722 peers)
+22.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Morris Group, Inc. 401(k) Plan's outsized position by total assets

Morris Group, Inc. 401(k) Plan vs every filed plan by assets

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

$127,649,168 Top 7% higher than 93% 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

Morris Group, Inc. 401(k) 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. Morris Group, Inc. 401(k) Plan sits mid-pack in the medium band (883 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morris Group, Inc. 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Morris Group, Inc. 401(k) Plan end-of-year assets rose from $104M in the plan year 2022 filing to $128M in the plan year 2023 filing.
  • Morris Group, Inc. 401(k) Plan reported participants rose from 789 in the plan year 2022 filing to 883 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060610609 · Morris Group, Inc. PY 2023 · 401(k)

Morris Group, Inc. 401(k) Plan · $128M · 883 · 93rd

  • PHOTO $128M
  • PHOTO 883
  • PHOTO 93rd
  • PHOTO 401(k)
  • PHOTO near Maa 401(k) Savings Plan
  • PHOTO ind #16640

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 Manufacturing retirement plans → · Plans in Connecticut →

Morris Group, Inc. 401(k) Plan in the asset neighbourhood

Arrowstreet Capital L.P. 401(k) PlanArrowstreet Capital L.P. 401…$128MWeston & Sampson 401(k) and Profit Sharing PlanWeston & Sampson 401(k) and …$128MMaa 401(k) Savings Plan$128MMorris Group, Inc. 401(k) PlanMorris Group, Inc. 401(k) Pl…$128MAtlanta Women's Health Group, P.C. 401(k) Retirement PlanAtlanta Women's Health Group…$128M
End-of-year total assets ($M) among Morris Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$128M
Net Income$23M
Employer EIN060610609
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Group, Inc.)

Sponsor-wide plan assets over time

All Morris Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$146M 40.363508335907845% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $104M $147M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 789 $104M
2023 1 883 $128M
2024 1 978 $146M

Nearby 401(k) Plans in Connecticut

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

Morris Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Morris Group, Inc. 401(k) Plan, Total assets ($B): 0.127649168 · Participants: 883Morris Group, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Morris Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Morris Group, Inc. 401(k) Plan side-by-side with 3 peers →

Morris Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Maa 401(k) Savings Plan in TN ($128M); by covered participants it is Mccall Farms, Inc. 401(k) Retirement Savings Plan in SC (883 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128M here).

Similar participant headcount

Nearest other-state filings by covered participants (883 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 Morris Group, Inc. 401(k) Plan assets move in 2023? ▼
Morris Group, Inc. 401(k) Plan grew sharply - up 22.3% during 2023, from $104M to $128M. Reported net income was $23M.
How have Morris Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Group, Inc.'s sponsor-wide assets grew 40.4%, from $104M to $146M.
Where does Morris Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Morris Group, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Morris Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maa 401(k) Savings Plan in TN ($128M, 2,062 participants).
Which 401(k) plans cover a similar participant headcount to Morris Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mccall Farms, Inc. 401(k) Retirement Savings Plan in SC (883 participants, $17M 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 060610609.

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.