401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$26M
Total assets
120
Participants
75th
Percentile by assets
$220,251
Avg per participant
PlainRetire home → About this data

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

$26M in assets, 120 participants

The Morgridge Institute for Research, Inc.'s Morgridge Institute for Research 401(k) Plan reported $26M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 123,622 plans)
  • #15,174 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Morgridge Institute for Research 401(k) Plan covers 120 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.

$26M
total plan assets (2024 EOY)
120
covered participants
75th
percentile by assets (of 123,622 plans)
$220,251
avg assets per participant

Where Morgridge Institute for Research 401(k) Plan sits by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,430,086 Top 25% higher than 75% of 123,620 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morgridge Institute for Research 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Morgridge Institute for Research 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Morgridge Institute for Research 401(k) Plan reported participants rose from 115 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Professional & Technical Services

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Morgridge Institute for Research 401(k) Plan reports 120 participants - about 21% of that state average ($26M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN208325570
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

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

$15M$20M$25M$30M 202220232024 $19.1M $26.4M ▲ +38.2%
Total plan assets by year, all The Morgridge Institute for Research, Inc. plans on file
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 -5051015 Total assets ($B) Participants Morgridge Institute …, Total assets ($B): 0.026430086 · Participants: 120Morgridge Institute …Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
Morgridge Institute for Research 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Morgridge Institute for Research 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Morgridge Institute for Research 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Morgridge Institute for Research 401(k) Plan assets move in 2024? ▼
Morgridge Institute for Research 401(k) Plan grew at a solid clip - up 10.9% during 2024, from $24M to $26M. Reported net income was $3M.
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 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Franklin & Prokopik 401(k) Savings & Profit Sharing in MD ($26M, 189 participants).

Next read for Morgridge Institute for Research 401(k) …

Filing takeaways

Ways to act on Morgridge Institute for Research 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.