401(k) · DOL Form 5500 · 2024
Morgan Distributing, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $127,449
- Avg per participant Near avg balance/head
Official DOL plan name: Morgan Distributing, Inc. Retirement Plan · Sponsored by Morgan Distributing, Inc. · Illinois · Wholesale Trade
$15M in assets, 116 participants
Morgan Distributing, Inc.'s Morgan Distributing, Inc. Retirement Plan reported $15M in total assets and 116 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.
- #3,465 in Wholesale Trade (6,080 peers)
Coverage in Illinois
Morgan Distributing, Inc. Retirement Plan covers 116 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $15M.
- #3,465
- in Wholesale Trade (6,080 peers)
- +3.7%
- assets growth YoY
Morgan Distributing, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Morgan Distributing, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,784,135 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 Distributing, Inc. Retirement 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 Distributing, Inc. Retirement Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morgan Distributing, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $527K in the plan year 2024 filing.
- Morgan Distributing, Inc. Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 371004314 · Morgan Distributing, Inc. PY 2024 · 401(k)
Morgan Distributing, Inc. Retirement Plan · $15M · 116 · 64th
- VS-ST $15M
- BOY 116
- SCH 64th
- EBSA 401(k)
- PART near Restaurant Management Company of Wichita, Inc. 401(k) Savings Plan
- TYPE ind #3465
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 Wholesale Trade retirement plans → · Plans in Illinois →
Morgan Distributing, Inc. Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $527K |
| Employer EIN | 371004314 |
| Plan Effective Date | 1979-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Distributing, Inc.)
Sponsor-wide plan assets over time
All Morgan Distributing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 16.640311593415657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $13M |
| 2023 | 1 | 117 | $14M |
| 2024 | 1 | 116 | $15M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Morgan Distributing, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Restaurant Management Company of Wichita, Inc. 401(k) Savings Plan in KS ($15M); by covered participants it is Southern Urology, LLC 401(k) Plan and Trust in LA (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- Southern Urology, LLC 401(k) Plan and Trust (LA) 116 · 0 off
- Critical Systems, Inc. 401(k) Plan (MA) 116 · 0 off
- Elk Operating Services, LLC 401(k) Profit Sharing Plan (CO) 116 · 0 off
- Scale Media Inc 401(k) Plan (CA) 116 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.