401(k) · DOL Form 5500 · 2024

Morse Group, PLLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
196
Participants Below avg headcount
65th
Percentile by assets National rank
$76,943
Avg per participant Below avg balance/head
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Official DOL plan name: Morse Group, PLLC Employee 401(k) Trust · Sponsored by Morse Group, PLLC · Michigan · Professional & Technical Services

$15M in assets, 196 participants

Morse Group, PLLC's Morse Group, PLLC Employee 401(k) Trust reported $15M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,846 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Morse Group, PLLC Employee 401(k) Trust covers 196 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $15M.

#12,846
in Professional & Technical Services (20,173 peers)
+16.5%
assets growth YoY

Morse Group, PLLC Employee 401(k) Trust's mid-pack asset rank among Professional & Technical Services and all filers

Morse Group, PLLC Employee 401(k) Trust vs every filed plan by assets

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

$15,080,852 Top 35% higher than 65% 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

Morse Group, PLLC Employee 401(k) Trust 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. Morse Group, PLLC Employee 401(k) Trust sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morse Group, PLLC Employee 401(k) Trust reported participants rose from 149 in the plan year 2023 filing to 196 in the plan year 2024 filing.
  • Morse Group, PLLC Employee 401(k) Trust end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Morse Group, PLLC Employee 401(k) Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822202636 · Morse Group, PLLC PY 2024 · 401(k)

Morse Group, PLLC Employee 401(k) Trust · $15M · 196 · 65th

  • ASSETS $15M
  • PCT 196
  • EIN 65th
  • RANK 401(k)
  • PHOTO near Dsb Technologies, LLC Savings and Retirement Plan
  • IND ind #12846

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Morse Group, PLLC Employee 401(k) Trust in the asset neighbourhood

Morse Group, PLLC Employee 401(k) TrustMorse Group, PLLC Employee 4…$15MDsb Technologies, LLC Savings and Retirement PlanDsb Technologies, LLC Saving…$15MHeritage Family Federal Credit Union 401(k) PlanHeritage Family Federal Cred…$15MOne Trueaccord 401(k) Plan$15MPower Component Systems, Inc. Employee 401(k)/Profit Sharing PlanPower Component Systems, Inc…$15M
End-of-year total assets ($M) among Morse Group, PLLC Employee 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN822202636
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morse Group, PLLC)

Sponsor-wide plan assets over time

All Morse Group, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 44.88227011158283% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.4M $15.1M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 140 $10M
2023 1 149 $13M
2024 1 196 $15M

Nearby 401(k) Plans in Michigan

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

Morse Group, PLLC Employee 401(k) Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Morse Group, PLLC Employee 401(k) Trust, Total assets ($B): 0.015080852 · Participants: 196Morse Group, PLLC Employee 401(k) TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Morse Group, PLLC Employee 401(k) Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Morse Group, PLLC Employee 401(k) Trust side-by-side with 3 peers →

Morse Group, PLLC Employee 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Dsb Technologies, LLC Savings and Retirement Plan in WI ($15M); by covered participants it is Sai360 401(k) Savings Plan in IL (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Morse Group, PLLC Employee 401(k) Trust assets move in 2024? ▼
Morse Group, PLLC Employee 401(k) Trust grew sharply - up 16.5% during 2024, from $13M to $15M. Reported net income was $2M.
How have Morse Group, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morse Group, PLLC's sponsor-wide assets grew 44.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Morse Group, PLLC Employee 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dsb Technologies, LLC Savings and Retirement Plan in WI ($15M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Morse Group, PLLC Employee 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sai360 401(k) Savings Plan in IL (196 participants, $55M 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 822202636.

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.