401(k) · DOL Form 5500 · 2024
Morgan White Group, Inc. 401(k) Plan
Data updated 2026-07-24
- $20M
- Total assets
- 300
- Participants
- 70th
- Percentile by assets
- $66,691
- Avg per participant
Official DOL plan name: Morgan White Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Morgan White Group, Inc. · Mississippi · Finance & Insurance
$20M in assets, 300 participants
Morgan White Group, Inc.'s Morgan White Group, Inc. 401(k) Profit Sharing Plan reported $20M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 116,472 plans)
What the 2024 filing shows
Morgan White Group, Inc. 401(k) Profit Sharing Plan holds $20M for 300 participants - about $66,691 per participant, above the median plan by assets, up 15.5% over the 2024 plan year.
- $20M
- total plan assets (2024 EOY)
- 300
- covered participants
- 70th
- percentile by assets (of 116,472 plans)
- $66,691
- avg assets per participant
401(k) · DOL Form 5500 · 2024
What the Filing Says About Morgan White Group, Inc. 401(k) Profit Sharing Plan
Morgan White Group, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Morgan White Group, Inc., headquartered in Mississippi. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 300 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 640848633, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets grew sharply from $17M at the beginning of 2024 to $20M at year-end - up 15.5%. Net assets (after liabilities) closed the year at $20M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Morgan White Group, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $14M to $20M, a gain of 38.1%, while reported participants moved from 255 to 300 (+17.6%). The strongest year on file by total sponsor assets was 2024 at $20M; the softest was 2022 at $14M. Year-by-year, sponsor-wide filings show: 2022 - $14M in assets across 1 plan covering 255 participants; 2023 - $17M in assets across 1 plan covering 283 participants; 2024 - $20M in assets across 1 plan covering 300 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Morgan White Group, Inc. 401(k) Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Total Assets (End of Year) | $20M |
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Plan Type | 401(k) |
| Employer EIN | 640848633 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan White Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $14M |
| 2023 | 1 | 283 | $17M |
| 2024 | 1 | 300 | $20M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Morgan White Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
- Hattiesburg Clinic P. a. Savings Plan $402M · 2,250
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Morgan White Group, Inc. 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How much money is in the Morgan White Group, Inc. 401(k) Profit Sharing Plan? ▼
What type of plan is Morgan White Group, Inc. 401(k) Profit Sharing Plan? ▼
Who sponsors the Morgan White Group, Inc. 401(k) Profit Sharing Plan? ▼
How did Morgan White Group, Inc. 401(k) Profit Sharing Plan perform in 2024? ▼
What this filing means
Ways to act on Morgan White Group, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Morgan White Group, Inc. 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Mississippi. Compare plans
- Morgan White Group, Inc.'s sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Finance & Insurance plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 640848633.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.