401(k) · DOL Form 5500 · 2024
The Morse Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 204
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $140,949
- Avg per participant Near avg balance/head
Official DOL plan name: The Morse Group, Inc. 401(k) Deferred Compensation Plan · Sponsored by The Morse Group, Inc. · Illinois · Construction
$29M in assets, 204 participants
The Morse Group, Inc.'s The Morse Group, Inc. 401(k) Deferred Compensation Plan reported $29M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #6,802 in Construction (9,039 peers)
Coverage in Illinois
The Morse Group, Inc. 401(k) Deferred Compensation Plan covers 204 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $29M.
- #6,802
- in Construction (9,039 peers)
- +17.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Morse Group, Inc. 401(k) Deferred Compensation Plan's outsized position by total assets
The Morse Group, Inc. 401(k) Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,753,558 Top 23% higher than 77% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Morse Group, Inc. 401(k) Deferred Compensation Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Morse Group, Inc. 401(k) Deferred Compensation Plan sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Morse Group, Inc. 401(k) Deferred Compensation Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Morse Group, Inc. 401(k) Deferred Compensation Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- The Morse Group, Inc. 401(k) Deferred Compensation Plan reported participants rose from 196 in the plan year 2023 filing to 204 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 261086212 · The Morse Group, Inc. PY 2024 · 401(k)
The Morse Group, Inc. 401(k) Deferred Compensation Plan · $29M · 204 · 77th
- PHOTO $29M
- PHOTO 204
- PHOTO 77th
- PHOTO 401(k)
- PHOTO near Alliance Entertainment 401(k) Plan
- PHOTO ind #6802
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 Construction retirement plans → · Plans in Illinois →
The Morse Group, Inc. 401(k) Deferred Compensation Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 261086212 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Morse Group, Inc.)
Sponsor-wide plan assets over time
All The Morse Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 28.4966390555973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 189 | $22M |
| 2023 | 1 | 196 | $25M |
| 2024 | 1 | 204 | $29M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
The Morse Group, Inc. 401(k) Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Alliance Entertainment 401(k) Plan in FL ($29M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Alliance Entertainment 401(k) Plan (FL) $29M · 812
- Cme Corp 401(k) Plan (RI) $29M · 196
- Rba Custom Windows 401(k) Plan (NJ) $29M · 1,049
- Bsc Acquisition Sub, LLC 401(k) Savings Plan (VA) $29M · 308
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan (VA) 204 · 0 off
- Nappi Distributors, Inc. 401(k) Plan (ME) 204 · 0 off
- The Baltimore Life 401(k) Benefit Plan (MD) 204 · 0 off
- Teracom Services, LLC 401(k) Plan (AZ) 204 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.