401(k) · DOL Form 5500 · 2024

Mcmorgan & Company LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
30
Participants Small participant base
79th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Mcmorgan & Company LLC Retirement Plan · Sponsored by Mcmorgan & Company LLC · California · Finance & Insurance

$33M in assets, 30 participants

Mcmorgan & Company LLC's Mcmorgan & Company LLC Retirement Plan reported $33M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,706 in Finance & Insurance (8,549 peers)

Where Mcmorgan & Company LLC Retirement Plan sits by assets

Mcmorgan & Company LLC Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 30 participants (~$1.1M/participant), up 17.4% in 2024.

#5,706
in Finance & Insurance (8,549 peers)
+17.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mcmorgan & Company LLC Retirement Plan's outsized position by total assets

Mcmorgan & Company LLC Retirement Plan vs every filed plan by assets

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

$33,032,383 Top 21% higher than 79% 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

Mcmorgan & Company LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcmorgan & Company LLC Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcmorgan & Company LLC Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Mcmorgan & Company LLC Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Mcmorgan & Company LLC Retirement Plan reported participants rose from 28 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 522334338 · Mcmorgan & Company LLC PY 2024 · 401(k)

Mcmorgan & Company LLC Retirement Plan · $33M · 30 · 79th

  • EBSA $33M
  • EBSA 30
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Tonoga, Inc. Profit Sharing/401(k) Plan
  • EBSA ind #5706

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 California →

Mcmorgan & Company LLC Retirement Plan in the asset neighbourhood

Mcmorgan & Company LLC Retirement PlanMcmorgan & Company LLC Retir…$33MTonoga, Inc. Profit Sharing/401(k) PlanTonoga, Inc. Profit Sharing/…$33MHempel (USA), Inc. 401(k) PlanHempel (USA), Inc. 401(k) Pl…$33MC & K Market, Inc. 401(k) PlanC & K Market, Inc. 401(k) Pl…$33MAdams Resources and Energy, Inc., and Subsidiaries 401(k) PlanAdams Resources and Energy, …$33M
End-of-year total assets ($M) among Mcmorgan & Company LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN522334338
Plan Effective Date1969-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcmorgan & Company LLC)

Sponsor-wide plan assets over time

All Mcmorgan & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.81214559067235% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.1M $33M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 29 $27M
2023 1 28 $28M
2024 1 30 $33M

Nearby 401(k) Plans in California

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

Mcmorgan & Company LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mcmorgan & Company LLC Retirement Plan, Total assets ($B): 0.033032383 · Participants: 30Mcmorgan & Company LLC Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mcmorgan & Company LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mcmorgan & Company LLC Retirement Plan side-by-side with 3 peers →

Mcmorgan & Company LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tonoga, Inc. Profit Sharing/401(k) Plan in NY ($33M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Mcmorgan & Company LLC Retirement Plan assets move in 2024? ▼
Mcmorgan & Company LLC Retirement Plan grew sharply - up 17.4% during 2024, from $28M to $33M. Reported net income was $5M.
How have Mcmorgan & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcmorgan & Company LLC's sponsor-wide assets grew 21.8%, from $27M to $33M.
Where does Mcmorgan & Company LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Mcmorgan & Company LLC Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mcmorgan & Company LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tonoga, Inc. Profit Sharing/401(k) Plan in NY ($33M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Mcmorgan & Company LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 522334338.

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.