401(k) · DOL Form 5500 · 2024

Morgan White Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
300
Participants Below avg headcount
70th
Percentile by assets National rank
$66,691
Avg per participant Below avg balance/head
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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.

  • #4,729 in Finance & Insurance (8,549 peers)

Morgan White Group, Inc. multi-year trail

Morgan White Group, Inc.'s plans moved +38.1% in assets from 2022 to 2024; this filing shows Morgan White Group, Inc. 401(k) Profit Sharing Plan at $20M / 300 participants.

#4,729
in Finance & Insurance (8,549 peers)
+15.5%
assets growth YoY

Morgan White Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Morgan White Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,007,201 Top 30% higher than 70% 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 White Group, Inc. 401(k) Profit Sharing 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 White Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morgan White Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Morgan White Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 283 in the plan year 2023 filing to 300 in the plan year 2024 filing.
  • Morgan White Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 640848633 · Morgan White Group, Inc. PY 2024 · 401(k)

Morgan White Group, Inc. 401(k) Profit Sharing Plan · $20M · 300 · 70th

  • BOOK $20M
  • BOOK 300
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near New Tech Engineering LP 401(k) Plan
  • BOOK ind #4729

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 Finance & Insurance retirement plans → · Plans in Mississippi →

Morgan White Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Morgan White Group, Inc. 401(k) Profit Sharing PlanMorgan White Group, Inc. 401…$20MNew Tech Engineering LP 401(k) PlanNew Tech Engineering LP 401(…$20MEdwards Companies 401(k) Savings Plan and TrustEdwards Companies 401(k) Sav…$20MThe Danella Companies 401(k) PlanThe Danella Companies 401(k)…$20MStevens Aerospace and Defense Systems LLC 401(k) Savings and Retirement PlanStevens Aerospace and Defens…$20M
End-of-year total assets ($M) among Morgan White Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Morgan White Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morgan White Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.0637156922152% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 255 $14M
2023 1 283 $17M
2024 1 300 $20M

Morgan White Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN640848633
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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 Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Morgan White Group, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 20.007201 · Participants: 300Morgan White Group, Inc. 401(k) Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Morgan White Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Morgan White Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morgan White Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is New Tech Engineering LP 401(k) Plan in TX ($20M); by covered participants it is Vital Plastics, Inc. 401(k) Plan in WI (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 White Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Morgan White Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.5% during 2024, from $17M to $20M. Reported net income was $3M.
How have Morgan White Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan White Group, Inc.'s sponsor-wide assets grew 38.1%, from $14M to $20M.
Which 401(k) plans are similar in size to Morgan White Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Tech Engineering LP 401(k) Plan in TX ($20M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Morgan White Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vital Plastics, Inc. 401(k) Plan in WI (300 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 640848633.

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.