401(k) · DOL Form 5500 · 2023

Morgan & Morgan P a 401(k) Plan

Data updated 2026-08-11

$157M
Total assets
3,321
Participants
94th
Percentile by assets
$47,133
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$157M
total plan assets (2023 EOY)
3,321
covered participants
94th
percentile by assets (of 127,072 plans)
$47,133
avg assets per participant

Where Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust sits 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 $2,010,000,000 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

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 →

State
Florida
Industry
Professional & Technical Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust reports 3,321 participants - 5.3x that state average ($157M EOY assets).

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)

$100M$150M$200M$250M 202220232024 $119M $193M ▲ +61.8%
Total plan assets by year, all Morgan & Morgan P a plans on file
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 ($B) Participants Morgan & Morgan P a …, Total assets ($B): 0.156529407 · Participants: 3321Morgan & Morgan P a …L3harris Retirement …, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Reti…Trinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets…, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets…
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 Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust by total assets, not by location.

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).

Next read for Morgan & Morgan P a 401(k) Profit Sharin…

Filing takeaways

Ways to act on Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust's numbers.

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.