Profit Sharing · DOL Form 5500 · 2023

Morgan Energy Corporation Profit Sharing Plan

Data updated 2026-08-11

$16M
Total assets
1
Participants
69th
Percentile by assets
$16.3M
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Morgan Energy Corporation Profit Sharing Plan · Sponsored by Morgan Energy Corporation · Colorado · Mining & Oil Extraction

$16M in assets, 1 participants

Morgan Energy Corporation's Morgan Energy Corporation Profit Sharing Plan reported $16M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • 69th percentile by assets (of 127,072 plans)
  • #401 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Morgan Energy Corporation Profit Sharing Plan ranks #401 of 811 2023 filers by assets (754% of the sector average)-$16M for 1 participant.

$16M
total plan assets (2023 EOY)
1
covered participants
69th
percentile by assets (of 127,072 plans)
$16.3M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Energy Corporation Profit Sharing Plan reported net income rose from -$385K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Morgan Energy Corporation Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Rank #401 in Mining & Oil Extraction

Among 811 Mining & Oil Extraction plans that filed a Form 5500 for plan year 2023, Morgan Energy Corporation Profit Sharing Plan ranks #401 by end-of-year assets - about 754% of the sector average of $123M. Nationally it sits in the 69th percentile, a weaker position within its industry than across all filers.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN261491618
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Energy Corporation)

$10M$15M$20M$25M 202220232024 $11.6M $20M ▲ +72.3%
Total plan assets by year, all Morgan Energy Corporation plans on file
Year Plans Participants Total Assets
2022 1 1 $12M
2023 1 1 $16M
2024 1 1 $20M

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Morgan Energy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants

Morgan Energy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 10203040506070 Total assets ($M) Participants Morgan Energy Corpor…Hensel Phelps Hourly…Liberty Pr Mobility …Amended & Restated P…Peterson Company Pro…Retirement Plan of P…
Morgan Energy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Morgan Energy Corporation Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Morgan Energy Corporation Profit Sharing Plan assets move in 2023?
Morgan Energy Corporation Profit Sharing Plan surged - up 40.9% during 2023, from $12M to $16M. Reported net income was $5M.
How have Morgan Energy Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Morgan Energy Corporation's sponsor-wide assets grew 72.3%, from $12M to $20M.
Which Profit Sharing plans are similar in size to Morgan Energy Corporation Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Santa Fe Preparatory School DC Retirement Plan in NM ($16M, 132 participants).

Next read for Morgan Energy Corporation Profit Sharing…

Filing takeaways

Ways to act on Morgan Energy Corporation Profit Sharing Plan's numbers.