401(k) · DOL Form 5500 · 2023

Morgan Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
639
Participants Below avg headcount
60th
Percentile by assets National rank
$16,598
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morgan Foods Retiree Medical 401(k) Savings Plan · Sponsored by Morgan Foods, Inc. · Indiana · Manufacturing

$11M in assets, 639 participants

Morgan Foods, Inc.'s Morgan Foods Retiree Medical 401(k) Savings Plan reported $11M in total assets and 639 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,677 in Manufacturing (18,722 peers)

Morgan Foods, Inc. multi-year trail

Morgan Foods, Inc.'s plans moved +29.4% in assets from 2022 to 2024; this filing shows Morgan Foods Retiree Medical 401(k) Savings Plan at $11M / 639 participants.

#8,677
in Manufacturing (18,722 peers)
+19.4%
assets growth YoY

Morgan Foods Retiree Medical 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Morgan Foods Retiree Medical 401(k) Savings Plan vs every filed plan by assets

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

$10,606,051 Top 40% higher than 60% 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 Foods Retiree Medical 401(k) Savings 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 Foods Retiree Medical 401(k) Savings Plan sits mid-pack in the medium band (639 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Foods Retiree Medical 401(k) Savings Plan reported net income rose from -$963K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morgan Foods Retiree Medical 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Morgan Foods Retiree Medical 401(k) Savings Plan reported participants rose from 563 in the plan year 2022 filing to 639 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350852905 · Morgan Foods, Inc. PY 2023 · 401(k)

Morgan Foods Retiree Medical 401(k) Savings Plan · $11M · 639 · 60th

  • EBSA $11M
  • EBSA 639
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near Weston Buick Gmc, Inc. 401(k) Plan
  • EBSA ind #8677

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 Indiana →

Morgan Foods Retiree Medical 401(k) Savings Plan in the asset neighbourhood

Morgan Foods Retiree Medical 401(k) Savings PlanMorgan Foods Retiree Medical…$11MWeston Buick Gmc, Inc. 401(k) PlanWeston Buick Gmc, Inc. 401(k…$11MTrocaire College 401(k) Retirement Savings PlanTrocaire College 401(k) Reti…$11MAchates Power, Inc. 401(k) PlanAchates Power, Inc. 401(k) P…$11MParadyme Management, Inc. Retirement PlanParadyme Management, Inc. Re…$11M
End-of-year total assets ($M) among Morgan Foods Retiree Medical 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morgan Foods, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$54M 29.437949069547415% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42M $54.3M ▲ +29.4%
Year Plans Participants Total Assets
2022 2 767 $42M
2023 2 858 $49M
2024 2 785 $54M

Morgan Foods, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN350852905
Plan Effective Date1998-08-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Morgan Foods Retiree Medical 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Morgan Foods Retiree Medical 401(k) Savings Plan, Total assets ($B): 0.010606051 · Participants: 639Morgan Foods Retiree Medical 401(k) Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Morgan Foods Retiree Medical 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Morgan Foods Retiree Medical 401(k) Savings Plan side-by-side with 3 peers →

Morgan Foods Retiree Medical 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Weston Buick Gmc, Inc. 401(k) Plan in OR ($11M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (639 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (639 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 Foods Retiree Medical 401(k) Savings Plan assets move in 2023? ▼
Morgan Foods Retiree Medical 401(k) Savings Plan grew sharply - up 19.4% during 2023, from $9M to $11M. Reported net income was $2M.
How have Morgan Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Foods, Inc.'s sponsor-wide assets grew 29.4%, from $42M to $54M.
Which 401(k) plans are similar in size to Morgan Foods Retiree Medical 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weston Buick Gmc, Inc. 401(k) Plan in OR ($11M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Foods Retiree Medical 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (639 participants, $16M 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 350852905.

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.