401(k) · DOL Form 5500 · 2023

Morgan Distributing, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
117
Participants Small participant base
66th
Percentile by assets National rank
$121,857
Avg per participant Near avg balance/head
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Official DOL plan name: Morgan Distributing, Inc. Retirement Plan · Sponsored by Morgan Distributing, Inc. · Illinois · Wholesale Trade

$14M in assets, 117 participants

Morgan Distributing, Inc.'s Morgan Distributing, Inc. Retirement Plan reported $14M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,788 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Morgan Distributing, Inc. Retirement Plan covers 117 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#3,788
in Wholesale Trade (6,309 peers)
+12.5%
assets growth YoY

Morgan Distributing, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Morgan Distributing, Inc. Retirement Plan vs every filed plan by assets

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

$14,257,239 Top 34% higher than 66% 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 Distributing, Inc. 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. Morgan Distributing, Inc. Retirement Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Distributing, Inc. Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morgan Distributing, Inc. Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Morgan Distributing, Inc. Retirement Plan reported participants rose from 111 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371004314 · Morgan Distributing, Inc. PY 2023 · 401(k)

Morgan Distributing, Inc. Retirement Plan · $14M · 117 · 66th

  • EOY $14M
  • 5500 117
  • ASSETS 66th
  • PCT 401(k)
  • EIN near Forstrom Bancorporation 401(k) Plan and Trust
  • RANK ind #3788

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 Wholesale Trade retirement plans → · Plans in Illinois →

Morgan Distributing, Inc. Retirement Plan in the asset neighbourhood

Morgan Distributing, Inc. Retirement PlanMorgan Distributing, Inc. Re…$14MForstrom Bancorporation 401(k) Plan and TrustForstrom Bancorporation 401(…$14MWhite Plains Hospital Affiliated Entity, PC 401(k) PlanWhite Plains Hospital Affili…$14MHikvision USA Inc. 401(k) PlanHikvision USA Inc. 401(k) Pl…$14MBuchheit, Inc. Employees' 401(k) Retirement PlanBuchheit, Inc. Employees' 40…$14M
End-of-year total assets ($M) among Morgan Distributing, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN371004314
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Distributing, Inc.)

Sponsor-wide plan assets over time

All Morgan Distributing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 16.640311593415657% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.7M $14.8M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 111 $13M
2023 1 117 $14M
2024 1 116 $15M

Nearby 401(k) Plans in Illinois

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

Morgan Distributing, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Morgan Distributing, Inc. Retirement Plan, Total assets ($B): 0.014257239 · Participants: 117Morgan Distributing, Inc. Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Morgan Distributing, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Morgan Distributing, Inc. Retirement Plan side-by-side with 3 peers →

Morgan Distributing, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Forstrom Bancorporation 401(k) Plan and Trust in MN ($14M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Distributing, Inc. Retirement Plan assets move in 2023? ▼
Morgan Distributing, Inc. Retirement Plan grew at a solid clip - up 12.5% during 2023, from $13M to $14M. Reported net income was $2M.
How have Morgan Distributing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Distributing, Inc.'s sponsor-wide assets grew 16.6%, from $13M to $15M.
Which 401(k) plans are similar in size to Morgan Distributing, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forstrom Bancorporation 401(k) Plan and Trust in MN ($14M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Distributing, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 371004314.

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.