401(k) · DOL Form 5500 · 2023

The Morgridge Institute for Research, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
115
Participants Small participant base
76th
Percentile by assets National rank
$207,188
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morgridge Institute for Research 401(k) Plan · Sponsored by The Morgridge Institute for Research, Inc. · Wisconsin · Professional & Technical Services

$24M in assets, 115 participants

The Morgridge Institute for Research, Inc.'s Morgridge Institute for Research 401(k) Plan reported $24M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,437 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Morgridge Institute for Research 401(k) Plan covers 115 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.

#15,437
in Professional & Technical Services (20,321 peers)
+24.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Morgridge Institute for Research 401(k) Plan's outsized position by total assets

Morgridge Institute for Research 401(k) Plan vs every filed plan by assets

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

$23,826,632 Top 24% higher than 76% 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

Morgridge Institute for Research 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. Morgridge Institute for Research 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgridge Institute for Research 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Morgridge Institute for Research 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Morgridge Institute for Research 401(k) Plan reported participants rose from 106 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208325570 · The Morgridge Institute for Research, Inc. PY 2023 · 401(k)

Morgridge Institute for Research 401(k) Plan · $24M · 115 · 76th

  • RANK $24M
  • PHOTO 115
  • IND 76th
  • EOY 401(k)
  • 5500 near Benihana 401(k) Plan
  • ASSETS ind #15437

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Morgridge Institute for Research 401(k) Plan in the asset neighbourhood

Morgridge Institute for Research 401(k) PlanMorgridge Institute for Rese…$24MBenihana 401(k) Plan$24MChinook Therapeutics, Inc. 401(k) PlanChinook Therapeutics, Inc. 4…$24MThe Thomaston Savings Bank 401(k) Savings & Retirement PlanThe Thomaston Savings Bank 4…$24MHill Family Group Retirement PlanHill Family Group Retirement…$24M
End-of-year total assets ($M) among Morgridge Institute for Research 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN208325570
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Morgridge Institute for Research, Inc.)

Sponsor-wide plan assets over time

All The Morgridge Institute for Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 38.13693962081716% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.1M $26.4M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 106 $19M
2023 1 115 $24M
2024 1 120 $26M

Nearby 401(k) Plans in Wisconsin

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

Morgridge Institute for Research 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Morgridge Institute for Research 401(k) Plan, Total assets ($B): 0.023826632 · Participants: 115Morgridge Institute for Research 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Morgridge Institute for Research 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Morgridge Institute for Research 401(k) Plan side-by-side with 3 peers →

Morgridge Institute for Research 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Benihana 401(k) Plan in FL ($24M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Morgridge Institute for Research 401(k) Plan assets move in 2023? ▼
Morgridge Institute for Research 401(k) Plan grew sharply - up 24.5% during 2023, from $19M to $24M. Reported net income was $5M.
How have The Morgridge Institute for Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morgridge Institute for Research, Inc.'s sponsor-wide assets grew 38.1%, from $19M to $26M.
Where does Morgridge Institute for Research 401(k) Plan rank by assets among Form 5500 filers? ▼
Morgridge Institute for Research 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morgridge Institute for Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benihana 401(k) Plan in FL ($24M, 5,928 participants).
Which 401(k) plans cover a similar participant headcount to Morgridge Institute for Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A 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 208325570.

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.