401(k) · DOL Form 5500 · 2023
Christopher Morgan, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $87,232
- Avg per participant Below avg balance/head
Official DOL plan name: Christopher Morgan, LLC 401(k) Savings Plan · Sponsored by Christopher Morgan, LLC · Wisconsin · Transportation & Warehousing
$8M in assets, 86 participants
Christopher Morgan, LLC's Christopher Morgan, LLC 401(k) Savings Plan reported $8M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,782 in Transportation & Warehousing (3,362 peers)
2023 asset change
Christopher Morgan, LLC 401(k) Savings Plan grew sharply 21.1% in 2023 ($6M → $8M) for 86 participants.
- #1,782
- in Transportation & Warehousing (3,362 peers)
- +21.1%
- assets growth YoY
Christopher Morgan, LLC 401(k) Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Christopher Morgan, LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,501,941 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Christopher Morgan, LLC 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Christopher Morgan, LLC 401(k) Savings Plan is a small filing (86 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 391986515 · Christopher Morgan, LLC PY 2023 · 401(k)
Christopher Morgan, LLC 401(k) Savings Plan · $8M · 86 · 52nd
- EOY $8M
- EOY 86
- EOY 52nd
- EOY 401(k)
- EOY near Franklin Johnston Group 401(k) Plan
- EOY ind #1782
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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →
Christopher Morgan, LLC 401(k) Savings Plan in the asset neighbourhood
Christopher Morgan, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Christopher Morgan, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 2.9517694154086254% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 86 | $8M |
| 2024 | 1 | 73 | $7M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 391986515 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Christopher Morgan, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Franklin Johnston Group 401(k) Plan in VA ($8M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 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.