401(k) · DOL Form 5500 · 2024
The Morey Group, Inc 401(k) Plan
Data updated 2026-08-25
- $391K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $97,783
- Avg per participant Below avg balance/head
Official DOL plan name: The Morey Group Retirement Plan · Sponsored by The Morey Group, Inc · Kansas · Retail Trade
$391K in assets, 4 participants
The Morey Group, Inc's The Morey Group Retirement Plan reported $391K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #2,053 in Retail Trade (8,048 peers)
What the 2024 filing shows
The Morey Group Retirement Plan holds $391K for 4 participants - about $97,783 per participant, among the smaller plans by assets on file.
- #2,053
- in Retail Trade (8,048 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Morey Group Retirement Plan among the smaller filed plans by assets
The Morey Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$391,132 16th percentile higher than 16% 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 Morey Group Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Morey Group Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Morey Group Retirement Plan reported net income rose from -$27K in the plan year 2023 filing to -$7K in the plan year 2024 filing.
- The Morey Group Retirement Plan end-of-year assets fell from $398K in the plan year 2023 filing to $391K in the plan year 2024 filing.
DOL schedule card
Filing strip 811799872 · The Morey Group, Inc PY 2024 · 401(k)
The Morey Group Retirement Plan · $391K · 4 · 16th
- EIN $391K
- EIN 4
- EIN 16th
- EIN 401(k)
- EIN near Northumbria Properties Retirement Plan
- EIN ind #2053
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 Retail Trade retirement plans → · Plans in Kansas →
The Morey Group Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $398K |
|---|---|
| Net Assets (End of Year) | $391K |
| Net Income | -$7K |
| Employer EIN | 811799872 |
| Plan Effective Date | 2016-03-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Morey Group, Inc)
Sponsor-wide plan assets over time
All The Morey Group, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $391K 8.012445878537445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $425K |
| 2023 | 1 | 4 | $398K |
| 2024 | 1 | 4 | $391K |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
The Morey Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Northumbria Properties Retirement Plan in VA ($391K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($391K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.