Defined Benefit (Pension) · DOL Form 5500 · 2024

Morgan Rio Capital Management, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust · Sponsored by Morgan Rio Capital Management, LLC · New York · Finance & Insurance

$3M in assets, 2 participants

Morgan Rio Capital Management, LLC's Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,901 in Finance & Insurance (8,549 peers)

Morgan Rio Capital Management, LLC multi-year trail

Morgan Rio Capital Management, LLC's plans moved +11.4% in assets from 2022 to 2024; this filing shows Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust at $3M / 2 participants.

#1,901
in Finance & Insurance (8,549 peers)
+0.1%
assets growth YoY

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust vs every filed plan by assets

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

$2,991,407 34th percentile higher than 34% of 123,620 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 2024

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust reported net income fell from $240K in the plan year 2023 filing to $2K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 263476994 · Morgan Rio Capital Management, LLC PY 2024 · Defined Benefit (Pension)

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust · $3M · 2 · 34th

  • VS-ST $3M
  • BOY 2
  • SCH 34th
  • EBSA Defined Benefit (Pension)
  • PART near Donald C Randolph Apc Defined Benefit Pension Plan
  • TYPE ind #1901

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 Finance & Insurance retirement plans → · Plans in New York →

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust in the asset neighbourhood

Donald C Randolph Apc Defined Benefit Pension PlanDonald C Randolph Apc Define…$3MMorgan Rio Capital Management, LLC Cash Balance Pension Plan and TrustMorgan Rio Capital Managemen…$3MEbrahim Ahmadi M.D., P.C. Defined Benefit PlanEbrahim Ahmadi M.D., P.C. De…$3MMeadville Forging Company Uswa Pension PlanMeadville Forging Company Us…$3MInnovative Machining Inc Cash Balance PlanInnovative Machining Inc Cas…$3M
End-of-year total assets ($M) among Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Morgan Rio Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Morgan Rio Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.387766972335257% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.48M $4.99M ▲ +11.4%
Year Plans Participants Total Assets
2022 2 5 $4M
2023 2 5 $5M
2024 2 5 $5M

Morgan Rio Capital Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$2K
Employer EIN263476994
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust, Total assets ($B): 0.002991407 · Participants: 2Morgan Rio Capital Management, LLC Cash Balance Pension Plan and TrustIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust side-by-side with 3 peers →

Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Donald C Randolph Apc Defined Benefit Pension Plan in CA ($3M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust assets move in 2024? ▼
Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust held essentially flat - up 0.1% during 2024, from $3M to $3M. Reported net income was $2K.
How have Morgan Rio Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Rio Capital Management, LLC's sponsor-wide assets grew 11.4%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Donald C Randolph Apc Defined Benefit Pension Plan in CA ($3M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A in assets).

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 263476994.

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.