401(k) · DOL Form 5500 · 2023

Morgan & Morgan P a 401(k) Plan

Data updated 2026-08-25

$157M
Total assets Near avg plan size
3,321
Participants Above avg headcount
94th
Percentile by assets National rank
$47,133
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust · Sponsored by Morgan & Morgan P a · Florida · Professional & Technical Services

$157M in assets, 3,321 participants

Morgan & Morgan P a's Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust reported $157M in total assets and 3,321 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,293 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust covers 3,321 participants in Florida, 5.3x the typical Florida plan (state average ~628 per filing). Assets: $157M.

#19,293
in Professional & Technical Services (20,321 peers)
+31.4%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$156,529,407 Top 6% higher than 94% 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 & Morgan P a 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust lands in the large band (3,321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust reported net income rose from -$13M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $119M in the plan year 2022 filing to $157M in the plan year 2023 filing.
  • Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust reported participants rose from 2,927 in the plan year 2022 filing to 3,321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592920684 · Morgan & Morgan P a PY 2023 · 401(k)

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust · $157M · 3,321 · 94th

  • BOY $157M
  • SCH 3,321
  • EBSA 94th
  • PART 401(k)
  • TYPE near Schulte Roth & Zabel LLP Savings Plan
  • NET ind #19293

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 Florida →

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Watco Companies, L.L.C. 401(k) PlanWatco Companies, L.L.C. 401(…$157MCoilcraft Retirement Plan$157MCopperpoint Insurance Co. 401(k) PlanCopperpoint Insurance Co. 40…$157MMorgan & Morgan P a 401(k) Profit Sharing Plan and TrustMorgan & Morgan P a 401(k) P…$157MSchulte Roth & Zabel LLP Savings PlanSchulte Roth & Zabel LLP Sav…$156M
End-of-year total assets ($M) among Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$157M
Net Income$37M
Employer EIN592920684
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan & Morgan P a)

Sponsor-wide plan assets over time

All Morgan & Morgan P a plans reported in each filing year

Latest sponsor-wide plan assets
$193M 61.77278536075226% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $119M $193M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 2,927 $119M
2023 1 3,321 $157M
2024 1 4,222 $193M

Nearby 401(k) Plans in Florida

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

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.156529407 · Participants: 3321Morgan & Morgan P a 401(k) Profit Sharing Plan and TrustL3harris 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
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Schulte Roth & Zabel LLP Savings Plan in NY ($156M); by covered participants it is Rpc 401(k) Plan in GA (3,321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($157M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,321 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 Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust surged - up 31.4% during 2023, from $119M to $157M. Reported net income was $37M.
How have Morgan & Morgan P a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan & Morgan P a's sponsor-wide assets grew 61.8%, from $119M to $193M.
Where does Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Schulte Roth & Zabel LLP Savings Plan in NY ($156M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rpc 401(k) Plan in GA (3,321 participants, $231M 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 592920684.

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.