401(k) · DOL Form 5500 · 2024

Christopher Morgan, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
73
Participants Small participant base
49th
Percentile by assets National rank
$99,733
Avg per participant Below avg balance/head
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Official DOL plan name: Christopher Morgan, LLC 401(k) Savings Plan · Sponsored by Christopher Morgan, LLC · Wisconsin · Transportation & Warehousing

$7M in assets, 73 participants

Christopher Morgan, LLC's Christopher Morgan, LLC 401(k) Savings Plan reported $7M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,650 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Christopher Morgan, LLC 401(k) Savings Plan holds $7M for 73 participants - about $99,733 per participant, in the lower half of filed plans by assets.

#1,650
in Transportation & Warehousing (3,299 peers)
-3.0%
assets change YoY

The plan reported a net loss of $221K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Christopher Morgan, LLC 401(k) Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

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

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

$7,280,501 49th percentile higher than 49% 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

Christopher Morgan, LLC 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Christopher Morgan, LLC 401(k) Savings Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Christopher Morgan, LLC 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$221K in the plan year 2024 filing.
  • Christopher Morgan, LLC 401(k) Savings Plan reported participants fell from 86 in the plan year 2023 filing to 73 in the plan year 2024 filing.
  • Christopher Morgan, LLC 401(k) Savings Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391986515 · Christopher Morgan, LLC PY 2024 · 401(k)

Christopher Morgan, LLC 401(k) Savings Plan · $7M · 73 · 49th

  • VS-ST $7M
  • BOY 73
  • SCH 49th
  • EBSA 401(k)
  • PART near Excel Machinery, Ltd. 401(k) Profit Sharing Plan
  • TYPE ind #1650

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Christopher Morgan, LLC 401(k) Savings Plan in the asset neighbourhood

Christopher Morgan, LLC 401(k) Savings PlanChristopher Morgan, LLC 401(…$7MExcel Machinery, Ltd. 401(k) Profit Sharing PlanExcel Machinery, Ltd. 401(k)…$7MEllis Mechanical 401(k) Plan$7MRadford Orthopedic Center PC Profit Sharing PlanRadford Orthopedic Center PC…$7MInformeddna 401(k) Plan$7M
End-of-year total assets ($M) among Christopher Morgan, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$221K
Employer EIN391986515
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Christopher Morgan, LLC)

Sponsor-wide plan assets over time

All Christopher Morgan, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 2.9517694154086254% vs 2023
2024 filing year
$7.2M$7.3M$7.4M$7.5M$7.6M 20232024 $7.5M $7.28M ▼ -2.9%
Year Plans Participants Total Assets
2023 1 86 $8M
2024 1 73 $7M

Nearby 401(k) Plans in Wisconsin

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

Christopher Morgan, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Christopher Morgan, LLC 401(k) Savings Plan, Total assets ($B): 0.007280501 · Participants: 73Christopher Morgan, LLC 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Christopher Morgan, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Christopher Morgan, LLC 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Excel Machinery, Ltd. 401(k) Profit Sharing Plan in TX ($7M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Christopher Morgan, LLC 401(k) Savings Plan assets move in 2024? ▼
Christopher Morgan, LLC 401(k) Savings Plan edged down modestly - down 3.0% during 2024, from $8M to $7M. Reported net income was -$221K.
How have Christopher Morgan, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Christopher Morgan, LLC's sponsor-wide assets declined 3.0%, from $8M to $7M.
Which 401(k) plans are similar in size to Christopher Morgan, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excel Machinery, Ltd. 401(k) Profit Sharing Plan in TX ($7M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Christopher Morgan, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 391986515.

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.