401(k) · DOL Form 5500 · 2024
Morgan Engineering Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $70,316
- Avg per participant Below avg balance/head
Official DOL plan name: Morgan Engineering Systems, Inc. 401(k) Plan · Sponsored by Morgan Engineering Systems, Inc. · Ohio · Manufacturing
$14M in assets, 206 participants
Morgan Engineering Systems, Inc.'s Morgan Engineering Systems, Inc. 401(k) Plan reported $14M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #9,149 in Manufacturing (17,777 peers)
Coverage in Ohio
Morgan Engineering Systems, Inc. 401(k) Plan covers 206 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $14M.
- #9,149
- in Manufacturing (17,777 peers)
- +19.1%
- assets growth YoY
Morgan Engineering Systems, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Morgan Engineering Systems, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,485,069 Top 36% higher than 64% 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
Morgan Engineering Systems, Inc. 401(k) 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. Morgan Engineering Systems, Inc. 401(k) Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morgan Engineering Systems, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Morgan Engineering Systems, Inc. 401(k) Plan reported participants rose from 161 in the plan year 2023 filing to 206 in the plan year 2024 filing.
- Morgan Engineering Systems, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272137101 · Morgan Engineering Systems, Inc. PY 2024 · 401(k)
Morgan Engineering Systems, Inc. 401(k) Plan · $14M · 206 · 64th
- 5500 $14M
- ASSETS 206
- PCT 64th
- EIN 401(k)
- RANK near Swansons Employees 401(k) Plan
- PHOTO ind #9149
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 Manufacturing retirement plans → · Plans in Ohio →
Morgan Engineering Systems, Inc. 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 272137101 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Engineering Systems, Inc.)
Sponsor-wide plan assets over time
All Morgan Engineering Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 62.77192811729232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $9M |
| 2023 | 1 | 161 | $12M |
| 2024 | 1 | 206 | $14M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Morgan Engineering Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Swansons Employees 401(k) Plan in CA ($14M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Swansons Employees 401(k) Plan (CA) $14M · 272
- Wright Contracting, Inc. 401(k) Profit Sharing Plan (CA) $14M · 2
- La Terra Fina USA 401(k) Plan (CA) $14M · 243
- Wallcor 401(k) Plan (AZ) $14M · 1,089
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
- Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
- Cavicchio Greenhouses Retirement Savings Plan (MA) 206 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.