401(k) · DOL Form 5500 · 2023

Morguard Management Company Inc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
146
Participants Small participant base
62nd
Percentile by assets National rank
$81,394
Avg per participant Below avg balance/head
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Official DOL plan name: Morguard Management Company Inc. 401(k) Plan · Sponsored by Morguard Management Company Inc · Florida · Real Estate

$12M in assets, 146 participants

Morguard Management Company Inc's Morguard Management Company Inc. 401(k) Plan reported $12M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,741 in Real Estate (4,727 peers)

Coverage in Florida

Morguard Management Company Inc. 401(k) Plan covers 146 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#3,741
in Real Estate (4,727 peers)
+14.0%
assets growth YoY

Morguard Management Company Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Morguard Management Company Inc. 401(k) Plan vs every filed plan by assets

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

$11,883,566 Top 38% higher than 62% 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

Morguard Management Company 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. Morguard Management Company Inc. 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morguard Management Company Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Morguard Management Company Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 721061630 · Morguard Management Company Inc PY 2023 · 401(k)

Morguard Management Company Inc. 401(k) Plan · $12M · 146 · 62nd

  • EIN $12M
  • RANK 146
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Valley Truck Centers 401(k) Plan
  • 5500 ind #3741

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 Real Estate retirement plans → · Plans in Florida →

Morguard Management Company Inc. 401(k) Plan in the asset neighbourhood

Morguard Management Company Inc. 401(k) PlanMorguard Management Company …$12MValley Truck Centers 401(k) PlanValley Truck Centers 401(k) …$12MPeruzzi Automotive Group Savings PlanPeruzzi Automotive Group Sav…$12MParis Cleaners, Inc. 401(k) PlanParis Cleaners, Inc. 401(k) …$12MConsultants in Pain Medicine, PLLC 401(k) Profit Sharing Plan and TrustConsultants in Pain Medicine…$12M
End-of-year total assets ($M) among Morguard Management Company Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN721061630
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morguard Management Company Inc)

Sponsor-wide plan assets over time

All Morguard Management Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 39.14659490261451% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.5M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 146 $10M
2023 1 146 $12M
2024 1 152 $15M

Nearby 401(k) Plans in Florida

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

Morguard Management Company Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Morguard Management Company Inc. 401(k) Plan, Total assets ($B): 0.011883566 · Participants: 146Morguard Management Company Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Morguard Management Company Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Morguard Management Company Inc. 401(k) Plan side-by-side with 3 peers →

Morguard Management Company Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Valley Truck Centers 401(k) Plan in OH ($12M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Morguard Management Company Inc. 401(k) Plan assets move in 2023? ▼
Morguard Management Company Inc. 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $10M to $12M. Reported net income was $1M.
How have Morguard Management Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morguard Management Company Inc's sponsor-wide assets grew 39.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Morguard Management Company Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Truck Centers 401(k) Plan in OH ($12M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Morguard Management Company Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 721061630.

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.