401(k) · DOL Form 5500 · 2024

Morguard Management Company Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
152
Participants Small participant base
64th
Percentile by assets National rank
$95,464
Avg per participant Below avg balance/head
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Official DOL plan name: Morguard Management Company Inc. 401(k) Plan · Sponsored by Morguard Management Company Inc · Florida · Real Estate

$15M in assets, 152 participants

Morguard Management Company Inc's Morguard Management Company Inc. 401(k) Plan reported $15M in total assets and 152 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.

  • #3,662 in Real Estate (4,605 peers)

Coverage in Florida

Morguard Management Company Inc. 401(k) Plan covers 152 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#3,662
in Real Estate (4,605 peers)
+22.1%
assets growth YoY

Morguard Management Company Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Morguard Management Company Inc. 401(k) Plan vs every filed plan by assets

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

$14,510,552 Top 36% higher than 64% 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

Morguard Management Company 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. Morguard Management Company Inc. 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morguard Management Company Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Morguard Management Company Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Morguard Management Company Inc. 401(k) Plan reported participants rose from 146 in the plan year 2023 filing to 152 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 721061630 · Morguard Management Company Inc PY 2024 · 401(k)

Morguard Management Company Inc. 401(k) Plan · $15M · 152 · 64th

  • EOY $15M
  • 5500 152
  • ASSETS 64th
  • PCT 401(k)
  • EIN near Energy Engineering Associates, Inc 401(k) Profit Sharing Plan
  • RANK ind #3662

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 Real Estate retirement plans → · Plans in Florida →

Morguard Management Company Inc. 401(k) Plan in the asset neighbourhood

Morguard Management Company Inc. 401(k) PlanMorguard Management Company …$15MEnergy Engineering Associates, Inc 401(k) Profit Sharing PlanEnergy Engineering Associate…$15MPhoenix Healthcare Management Services, Inc. 401(k) PlanPhoenix Healthcare Managemen…$15MLillis O'malley Olson Manning Pose Templeman LLP 401(k) PlanLillis O'malley Olson Mannin…$15MRiverwood Bank Retirement PlanRiverwood Bank Retirement Pl…$15M
End-of-year total assets ($M) among Morguard Management Company Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN721061630
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morguard Management Company Inc)

Sponsor-wide plan assets over time

All Morguard Management Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 39.14659490261451% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.5M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 146 $10M
2023 1 146 $12M
2024 1 152 $15M

Nearby 401(k) Plans in Florida

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

Morguard Management Company Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Morguard Management Company Inc. 401(k) Plan, Total assets ($B): 0.014510552 · Participants: 152Morguard Management Company Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Morguard Management Company Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Morguard Management Company Inc. 401(k) Plan side-by-side with 3 peers →

Morguard Management Company Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Energy Engineering Associates, Inc 401(k) Profit Sharing Plan in TX ($15M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Morguard Management Company Inc. 401(k) Plan assets move in 2024? ▼
Morguard Management Company Inc. 401(k) Plan grew sharply - up 22.1% during 2024, from $12M to $15M. Reported net income was $3M.
How have Morguard Management Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morguard Management Company Inc's sponsor-wide assets grew 39.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Morguard Management Company Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Energy Engineering Associates, Inc 401(k) Profit Sharing Plan in TX ($15M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Morguard Management Company Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 participants, N/A 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 721061630.

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.