401(k) · DOL Form 5500 · 2024

Morgan Li, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 146
Participants Small participant base: 51st
Percentile by assets National rank: $55,209
Avg per participant Low balance/head

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Official DOL plan name: Morgan Li, LLC 401(k) Plan · Sponsored by Morgan Li, LLC · Illinois · Manufacturing

$8M in assets, 146 participants

Morgan Li, LLC's Morgan Li, LLC 401(k) Plan reported $8M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#6,347 in Manufacturing (17,777 peers)

Coverage in Illinois

Morgan Li, LLC 401(k) Plan covers 146 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#6,347
in Manufacturing (17,777 peers): +51.1%
assets growth YoY

Morgan Li, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Morgan Li, LLC 401(k) Plan vs every filed plan by assets

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

$8,060,501 Top 49% higher than 51% 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 Li, LLC 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 Li, LLC 401(k) Plan sits mid-pack in the medium band (146 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Morgan Li, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Morgan Li, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Morgan Li, LLC 401(k) Plan reported participants rose from 137 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 263895991 · Morgan Li, LLC PY 2024 · 401(k)

Morgan Li, LLC 401(k) Plan · $8M · 146 · 51st

NET $8M
NET 146
NET 51st
NET 401(k)
NET near Vadatech Inc 401(k) Profit Sharing Plan & Trust
NET ind #6347

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 Illinois →

End-of-year total assets ($M) among Morgan Li, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$8M
Net Income	$3M
Employer EIN	263895991
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Morgan Li, LLC)

Latest sponsor-wide plan assets: $8M 51.138965703712536% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	137	$5M
2024	1	146	$8M

Nearby 401(k) Plans in Illinois

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

Morgan Li, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Morgan Li, LLC 401(k) Plan side-by-side with 3 peers →

Morgan Li, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vadatech Inc 401(k) Profit Sharing Plan & Trust in NV ($8M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Vadatech Inc 401(k) Profit Sharing Plan & Trust (NV) $8M · 188
Mission Imports 401(k) Plan (CA) $8M · 252
Ccintegration, Inc. 401(k) Plan (TX) $8M · 96
Mms Motorsports, LLC 401(k) Profit Sharing Plan & Trust (GA) $8M · 286

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
Peoples Pharmacy, Inc. 401(k) Plan (TX) 146 · 0 off
Ultra Poly Corporation Retirement Savings Plan (PA) 146 · 0 off

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 Morgan Li, LLC 401(k) Plan assets move in 2024? ▼

Morgan Li, LLC 401(k) Plan surged - up 51.1% during 2024, from $5M to $8M. Reported net income was $3M.

How have Morgan Li, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Morgan Li, LLC's sponsor-wide assets grew 51.1%, from $5M to $8M.

Which 401(k) plans are similar in size to Morgan Li, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vadatech Inc 401(k) Profit Sharing Plan & Trust in NV ($8M, 188 participants).

Which 401(k) plans cover a similar participant headcount to Morgan Li, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 263895991.