401(k) · DOL Form 5500 · 2024

Morgan Services, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
629
Participants Below avg headcount
79th
Percentile by assets National rank
$52,104
Avg per participant Low balance/head
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Official DOL plan name: Morgan Services, Inc. Savings Plus Plan · Sponsored by Morgan Services, Inc. · Illinois · Other Services

$33M in assets, 629 participants

Morgan Services, Inc.'s Morgan Services, Inc. Savings Plus Plan reported $33M in total assets and 629 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,909 in Other Services (7,719 peers)

Where Morgan Services, Inc. Savings Plus Plan sits by assets

Morgan Services, Inc. Savings Plus Plan sits in the top quartile of all filed plans by assets, $33M for 629 participants (~$52,104/participant), up 14.0% in 2024.

#6,909
in Other Services (7,719 peers)
+14.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Morgan Services, Inc. Savings Plus Plan's outsized position by total assets

Morgan Services, Inc. Savings Plus Plan vs every filed plan by assets

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

$32,773,134 Top 21% higher than 79% 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

Morgan Services, Inc. Savings Plus 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 Services, Inc. Savings Plus Plan sits mid-pack in the medium band (629 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morgan Services, Inc. Savings Plus Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Morgan Services, Inc. Savings Plus Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Morgan Services, Inc. Savings Plus Plan reported participants rose from 592 in the plan year 2023 filing to 629 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362904675 · Morgan Services, Inc. PY 2024 · 401(k)

Morgan Services, Inc. Savings Plus Plan · $33M · 629 · 79th

  • PCT $33M
  • PCT 629
  • PCT 79th
  • PCT 401(k)
  • PCT near Mobilityware, LLC 401(k) Plan
  • PCT ind #6909

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 Other Services retirement plans → · Plans in Illinois →

Morgan Services, Inc. Savings Plus Plan in the asset neighbourhood

Ufcw Local 152 Savings Plan$33MOrthopedic Partners 401(k) Profit Sharing PlanOrthopedic Partners 401(k) P…$33MMorgan Services, Inc. Savings Plus PlanMorgan Services, Inc. Saving…$33MMobilityware, LLC 401(k) Plan$33MCherokee Distributing Company Inc Employees' Profit-Sharing PlanCherokee Distributing Compan…$33M
End-of-year total assets ($M) among Morgan Services, Inc. Savings Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN362904675
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Services, Inc.)

Sponsor-wide plan assets over time

All Morgan Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 45.95794798877974% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $61.8M $33.4M ▼ -46.0%
Year Plans Participants Total Assets
2022 2 920 $62M
2023 2 930 $56M
2024 2 675 $33M

Nearby 401(k) Plans in Illinois

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

Morgan Services, Inc. Savings Plus Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Morgan Services, Inc. Savings Plus Plan, Total assets ($B): 0.032773134 · Participants: 629Morgan Services, Inc. Savings Plus PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Morgan Services, Inc. Savings Plus Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Morgan Services, Inc. Savings Plus Plan side-by-side with 3 peers →

Morgan Services, Inc. Savings Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mobilityware, LLC 401(k) Plan in CA ($33M); by covered participants it is Armstrong & Teasdale 401(k) Plan in MO (629 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (629 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 Morgan Services, Inc. Savings Plus Plan assets move in 2024? ▼
Morgan Services, Inc. Savings Plus Plan grew at a solid clip - up 14.0% during 2024, from $29M to $33M. Reported net income was $4M.
How have Morgan Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Services, Inc.'s sponsor-wide assets declined 46.0%, from $62M to $33M.
Where does Morgan Services, Inc. Savings Plus Plan rank by assets among Form 5500 filers? ▼
Morgan Services, Inc. Savings Plus Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morgan Services, Inc. Savings Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mobilityware, LLC 401(k) Plan in CA ($33M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Services, Inc. Savings Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Armstrong & Teasdale 401(k) Plan in MO (629 participants, $189M 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 362904675.

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.