401(k) · DOL Form 5500 · 2023

Morse Group, PLLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
149
Participants Small participant base
64th
Percentile by assets National rank
$86,879
Avg per participant Below avg balance/head
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Official DOL plan name: Morse Group, PLLC Employee 401(k) Trust · Sponsored by Morse Group, PLLC · Michigan · Professional & Technical Services

$13M in assets, 149 participants

Morse Group, PLLC's Morse Group, PLLC Employee 401(k) Trust reported $13M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,869 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Morse Group, PLLC Employee 401(k) Trust covers 149 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $13M.

#12,869
in Professional & Technical Services (20,321 peers)
+24.4%
assets growth YoY

Morse Group, PLLC Employee 401(k) Trust's mid-pack asset rank among Professional & Technical Services and all filers

Morse Group, PLLC Employee 401(k) Trust vs every filed plan by assets

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

$12,945,009 Top 36% higher than 64% 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

Morse Group, PLLC Employee 401(k) Trust 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. Morse Group, PLLC Employee 401(k) Trust sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morse Group, PLLC Employee 401(k) Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morse Group, PLLC Employee 401(k) Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Morse Group, PLLC Employee 401(k) Trust reported participants rose from 140 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822202636 · Morse Group, PLLC PY 2023 · 401(k)

Morse Group, PLLC Employee 401(k) Trust · $13M · 149 · 64th

  • NET $13M
  • NET 149
  • NET 64th
  • NET 401(k)
  • NET near Acore Capital 401(k) Plan
  • NET ind #12869

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 Michigan →

Morse Group, PLLC Employee 401(k) Trust in the asset neighbourhood

Morse Group, PLLC Employee 401(k) TrustMorse Group, PLLC Employee 4…$13MAcore Capital 401(k) Plan$13MSdi, Inc. Retirement Savings PlanSdi, Inc. Retirement Savings…$13MCmc Group, Inc. Retirement Savings PlanCmc Group, Inc. Retirement S…$13MRag & Bone Industries, LLC 401(k) PlanRag & Bone Industries, LLC 4…$13M
End-of-year total assets ($M) among Morse Group, PLLC Employee 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN822202636
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morse Group, PLLC)

Sponsor-wide plan assets over time

All Morse Group, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 44.88227011158283% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.4M $15.1M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 140 $10M
2023 1 149 $13M
2024 1 196 $15M

Nearby 401(k) Plans in Michigan

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

Morse Group, PLLC Employee 401(k) Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Morse Group, PLLC Employee 401(k) Trust, Total assets ($B): 0.012945009 · Participants: 149Morse Group, PLLC Employee 401(k) TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Morse Group, PLLC Employee 401(k) Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Morse Group, PLLC Employee 401(k) Trust side-by-side with 3 peers →

Morse Group, PLLC Employee 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Acore Capital 401(k) Plan in CA ($13M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Morse Group, PLLC Employee 401(k) Trust assets move in 2023? ▼
Morse Group, PLLC Employee 401(k) Trust grew sharply - up 24.4% during 2023, from $10M to $13M. Reported net income was $3M.
How have Morse Group, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morse Group, PLLC's sponsor-wide assets grew 44.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Morse Group, PLLC Employee 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Acore Capital 401(k) Plan in CA ($13M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Morse Group, PLLC Employee 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 822202636.

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.