Profit Sharing · DOL Form 5500 · 2023

Morgan Energy Corporation Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1
Participants Small participant base
69th
Percentile by assets National rank
$16.3M
Avg per participant High balance/head
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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.

  • #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.

#401
in Mining & Oil Extraction (811 peers)
+40.9%
assets growth YoY

Morgan Energy Corporation Profit Sharing Plan's outsized position by total assets

Morgan Energy Corporation Profit Sharing Plan vs every filed plan by assets

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

$16,313,199 Top 31% higher than 69% 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 Energy Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan Energy Corporation Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

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 →

EBSA filing schedule strip

Filing strip 261491618 · Morgan Energy Corporation PY 2023 · Profit Sharing

Morgan Energy Corporation Profit Sharing Plan · $16M · 1 · 69th

  • 5500 $16M
  • ASSETS 1
  • PCT 69th
  • EIN Profit Sharing
  • RANK near Santa Fe Preparatory School DC Retirement Plan
  • PHOTO ind #401

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 Mining & Oil Extraction retirement plans → · Plans in Colorado →

Morgan Energy Corporation Profit Sharing Plan in the asset neighbourhood

Cnh Reman Employees Savings TrustCnh Reman Employees Savings …$16MSanta Fe Preparatory School DC Retirement PlanSanta Fe Preparatory School …$16MMorgan Energy Corporation Profit Sharing PlanMorgan Energy Corporation Pr…$16MRobert R. Mccormick Foundations Defined Contribution PlanRobert R. Mccormick Foundati…$16MLauren Young Tire Center Profit Sharing PlanLauren Young Tire Center Pro…$16M
End-of-year total assets ($M) among Morgan Energy Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Morgan Energy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$20M 72.3031550879944% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.6M $20M ▲ +72.3%
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 Scatter plot of 6 data points. -500050010001500 10203040506070 Total assets ($M) Participants Morgan Energy Corporation Profit Sharing Plan, Total assets ($M): 16.313199 · Participants: 1Morgan Energy Corporation Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Morgan Energy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Morgan Energy Corporation Profit Sharing Plan side-by-side with 3 peers →

Morgan Energy Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Santa Fe Preparatory School DC Retirement Plan in NM ($16M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 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).
Which Profit Sharing plans cover a similar participant headcount to Morgan Energy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 261491618.

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.