401(k) · DOL Form 5500 · 2023

Morgan Concrete Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
202
Participants Below avg headcount
57th
Percentile by assets National rank
$46,794
Avg per participant Low balance/head
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Official DOL plan name: Morgan Concrete Employees' Retirement Plan · Sponsored by Morgan Concrete Company, Inc. · Georgia · Manufacturing

$9M in assets, 202 participants

Morgan Concrete Company, Inc.'s Morgan Concrete Employees' Retirement Plan reported $9M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,097 in Manufacturing (18,722 peers)

Coverage in Georgia

Morgan Concrete Employees' Retirement Plan covers 202 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#8,097
in Manufacturing (18,722 peers)
+20.1%
assets growth YoY

Morgan Concrete Employees' Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Morgan Concrete Employees' Retirement Plan vs every filed plan by assets

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

$9,452,382 Top 43% higher than 57% 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 Concrete Employees' Retirement 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. Morgan Concrete Employees' Retirement Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan Concrete Employees' Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Morgan Concrete Employees' Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morgan Concrete Employees' Retirement Plan reported participants rose from 195 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581231830 · Morgan Concrete Company, Inc. PY 2023 · 401(k)

Morgan Concrete Employees' Retirement Plan · $9M · 202 · 57th

  • NET $9M
  • BOOK 202
  • VS-ST 57th
  • BOY 401(k)
  • SCH near Sayles Evans Brayton Palmer & Tifft Savings & Investment Plan
  • EBSA ind #8097

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 Manufacturing retirement plans → · Plans in Georgia →

Morgan Concrete Employees' Retirement Plan in the asset neighbourhood

Morgan Concrete Employees' Retirement PlanMorgan Concrete Employees' R…$9MSayles Evans Brayton Palmer & Tifft Savings & Investment PlanSayles Evans Brayton Palmer …$9MAlpha Group 401(k) Plan$9MPm & M Electric 401(k) Plan$9MWick Fisher White 401(k) Plan$9M
End-of-year total assets ($M) among Morgan Concrete Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN581231830
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Concrete Company, Inc.)

Sponsor-wide plan assets over time

All Morgan Concrete Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 35.54520758601626% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.87M $10.7M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 195 $8M
2023 1 202 $9M
2024 1 199 $11M

Nearby 401(k) Plans in Georgia

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

Morgan Concrete Employees' Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Morgan Concrete Employees' Retirement Plan, Total assets ($B): 0.009452382 · Participants: 202Morgan Concrete Employees' Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Morgan Concrete Employees' Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Morgan Concrete Employees' Retirement Plan side-by-side with 3 peers →

Morgan Concrete Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Sayles Evans Brayton Palmer & Tifft Savings & Investment Plan in NY ($9M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Concrete Employees' Retirement Plan assets move in 2023? ▼
Morgan Concrete Employees' Retirement Plan grew sharply - up 20.1% during 2023, from $8M to $9M. Reported net income was $2M.
How have Morgan Concrete Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Concrete Company, Inc.'s sponsor-wide assets grew 35.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Morgan Concrete Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sayles Evans Brayton Palmer & Tifft Savings & Investment Plan in NY ($9M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Concrete Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 581231830.

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.