Other · DOL Form 5500 · 2023
Morgan County System of Services, Retirement Plan
Data updated 2026-08-25
- $145K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $13,195
- Avg per participant Low balance/head
Official DOL plan name: Morgan County System of Services, Inc. Deferred Compensation Plan · Sponsored by Morgan County System of Services, · Alabama · Healthcare & Social Assistance
$145K in assets, 11 participants
Morgan County System of Services,'s Morgan County System of Services, Inc. Deferred Compensation Plan reported $145K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #1,036 in Healthcare & Social Assistance (17,684 peers)
Morgan County System of Services, multi-year trail
Morgan County System of Services,'s plans moved +28.0% in assets from 2022 to 2024; this filing shows Morgan County System of Services, Inc. Deferred Compensation Plan at $145K / 11 participants.
- #1,036
- in Healthcare & Social Assistance (17,684 peers)
- +13.4%
- assets growth YoY
Morgan County System of Services, Inc. Deferred Compensation Plan among the smaller filed plans by assets
Morgan County System of Services, Inc. Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$145,141 9th percentile higher than 9% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Morgan County System of Services, Inc. Deferred Compensation Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan County System of Services, Inc. Deferred Compensation Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morgan County System of Services, Inc. Deferred Compensation Plan end-of-year assets rose from $128K in the plan year 2022 filing to $145K in the plan year 2023 filing.
- Morgan County System of Services, Inc. Deferred Compensation Plan reported net income rose from $15K in the plan year 2022 filing to $17K in the plan year 2023 filing.
DOL schedule card
Filing strip 760703008 · Morgan County System of Services, PY 2023 · Other
Morgan County System of Services, Inc. Deferred Compensation Plan · $145K · 11 · 9th
- EIN $145K
- RANK 11
- PHOTO 9th
- IND Other
- EOY near Kansas City Christian School Retirement Plan
- 5500 ind #1036
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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →
Morgan County System of Services, Inc. Deferred Compensation Plan in the asset neighbourhood
Morgan County System of Services, multi-year asset trail
Sponsor-wide plan assets over time
All Morgan County System of Services, plans reported in each filing year
- Latest sponsor-wide plan assets
- $164K 28.042489330769595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $128K |
| 2023 | 1 | 11 | $145K |
| 2024 | 1 | 11 | $164K |
Morgan County System of Services, filing trail (2023)
| Total Assets (Beginning of Year) | $128K |
|---|---|
| Net Assets (End of Year) | $145K |
| Net Income | $17K |
| Employer EIN | 760703008 |
| Plan Effective Date | 2002-12-22 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
Morgan County System of Services, Inc. Deferred Compensation Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Kansas City Christian School Retirement Plan in KS ($145K); by covered participants it is Oneida Community Mansion House 403b DC in NY (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145K here).
Similar participant headcount
Nearest other-state filings by covered participants (11 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.