401(k) · DOL Form 5500 · 2024

Morris Group, Inc. 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
978
Participants Near avg headcount
93rd
Percentile by assets National rank
$149,792
Avg per participant Above avg balance/head
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Official DOL plan name: Morris Group, Inc. 401(k) Plan · Sponsored by Morris Group, Inc. · Connecticut · Manufacturing

$146M in assets, 978 participants

Morris Group, Inc.'s Morris Group, Inc. 401(k) Plan reported $146M in total assets and 978 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,848 in Manufacturing (17,777 peers)

Where Morris Group, Inc. 401(k) Plan sits by assets

Morris Group, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $146M for 978 participants (~$149,792/participant), up 14.8% in 2024.

#15,848
in Manufacturing (17,777 peers)
+14.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Morris Group, Inc. 401(k) Plan's outsized position by total assets

Morris Group, Inc. 401(k) Plan vs every filed plan by assets

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

$146,496,602 Top 7% higher than 93% 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

Morris Group, 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. Morris Group, Inc. 401(k) Plan sits mid-pack in the medium band (978 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morris Group, Inc. 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Morris Group, Inc. 401(k) Plan end-of-year assets rose from $128M in the plan year 2023 filing to $146M in the plan year 2024 filing.
  • Morris Group, Inc. 401(k) Plan reported participants rose from 883 in the plan year 2023 filing to 978 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060610609 · Morris Group, Inc. PY 2024 · 401(k)

Morris Group, Inc. 401(k) Plan · $146M · 978 · 93rd

  • 5500 $146M
  • 5500 978
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Kahn Ventures, Inc. 401(k) Plan
  • 5500 ind #15848

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 Connecticut →

Morris Group, Inc. 401(k) Plan in the asset neighbourhood

J.F. Taylor, Inc. 401(k) Plan$147MCutco Corporation Salaried Employees' Savings PlanCutco Corporation Salaried E…$147MMorris Group, Inc. 401(k) PlanMorris Group, Inc. 401(k) Pl…$146MKahn Ventures, Inc. 401(k) PlanKahn Ventures, Inc. 401(k) P…$146MAlorica 401(k) Retirement PlanAlorica 401(k) Retirement Pl…$146M
End-of-year total assets ($M) among Morris Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$146M
Net Income$19M
Employer EIN060610609
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Group, Inc.)

Sponsor-wide plan assets over time

All Morris Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$146M 40.363508335907845% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $104M $147M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 789 $104M
2023 1 883 $128M
2024 1 978 $146M

Nearby 401(k) Plans in Connecticut

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

Morris Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morris Group, Inc. 401(k) Plan, Total assets ($B): 0.146496602 · Participants: 978Morris Group, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Morris Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Morris Group, Inc. 401(k) Plan side-by-side with 3 peers →

Morris Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Kahn Ventures, Inc. 401(k) Plan in GA ($146M); by covered participants it is Rukel Management, LLC 401(k) Profit Sharing Plan in IL (978 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (978 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 Morris Group, Inc. 401(k) Plan assets move in 2024? ▼
Morris Group, Inc. 401(k) Plan grew at a solid clip - up 14.8% during 2024, from $128M to $146M. Reported net income was $19M.
How have Morris Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Group, Inc.'s sponsor-wide assets grew 40.4%, from $104M to $146M.
Where does Morris Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Morris Group, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Morris Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kahn Ventures, Inc. 401(k) Plan in GA ($146M, 1,836 participants).
Which 401(k) plans cover a similar participant headcount to Morris Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rukel Management, LLC 401(k) Profit Sharing Plan in IL (978 participants, $16M 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 060610609.

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.