401(k) · DOL Form 5500 · 2024
The Morganti Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $128,886
- Avg per participant Near avg balance/head
Official DOL plan name: The Morganti Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Morganti Group, Inc. · Connecticut · Construction
$11M in assets, 82 participants
The Morganti Group, Inc.'s The Morganti Group, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #4,992 in Construction (9,039 peers)
The Morganti Group, Inc. multi-year trail
The Morganti Group, Inc.'s plans moved +34.9% in assets from 2022 to 2024; this filing shows The Morganti Group, Inc. 401(k) Profit Sharing Plan at $11M / 82 participants.
- #4,992
- in Construction (9,039 peers)
- +14.6%
- assets growth YoY
The Morganti Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers
The Morganti Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,568,649 Top 43% higher than 57% 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 Morganti Group, Inc. 401(k) Profit Sharing 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. The Morganti Group, Inc. 401(k) Profit Sharing Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Morganti Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Morganti Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 90 in the plan year 2023 filing to 82 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 061149260 · The Morganti Group, Inc. PY 2024 · 401(k)
The Morganti Group, Inc. 401(k) Profit Sharing Plan · $11M · 82 · 57th
- EIN $11M
- EIN 82
- EIN 57th
- EIN 401(k)
- EIN near Lyn Lad Group, Ltd 401(k) Plan
- EIN ind #4992
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 Connecticut →
The Morganti Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
The Morganti Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Morganti Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 34.903291844098234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $8M |
| 2023 | 1 | 90 | $9M |
| 2024 | 1 | 82 | $11M |
The Morganti Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 061149260 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
The Morganti Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Lyn Lad Group, Ltd 401(k) Plan in MA ($11M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Lyn Lad Group, Ltd 401(k) Plan (MA) $11M · 80
- North Forty 401(k) Plan (WA) $11M · 176
- Tarrytown Expocare 401(k) Plan (TX) $11M · 422
- Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan (CA) $11M · 186
Similar participant headcount
Nearest other-state filings by covered participants (82 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.