401(k) · DOL Form 5500 · 2024

Morrow Sodali LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
164
Participants Small participant base
54th
Percentile by assets National rank
$56,394
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Morrow Sodali LLC 401(k) Plan · Sponsored by Morrow Sodali LLC · Connecticut · Professional & Technical Services

$9M in assets, 164 participants

Morrow Sodali LLC's Morrow Sodali LLC 401(k) Plan reported $9M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,547 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Morrow Sodali LLC 401(k) Plan covers 164 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.

#10,547
in Professional & Technical Services (20,173 peers)
+25.7%
assets growth YoY

Morrow Sodali LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morrow Sodali LLC 401(k) Plan vs every filed plan by assets

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

$9,248,650 Top 46% higher than 54% 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

Morrow Sodali LLC 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. Morrow Sodali LLC 401(k) Plan sits mid-pack in the medium band (164 participants).

EBSA filing schedule strip

Filing strip 260616024 · Morrow Sodali LLC PY 2024 · 401(k)

Morrow Sodali LLC 401(k) Plan · $9M · 164 · 54th

  • PART $9M
  • TYPE 164
  • NET 54th
  • BOOK 401(k)
  • VS-ST near Environmental Research Group, LLC 401(k) Plan
  • BOY ind #10547

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Morrow Sodali LLC 401(k) Plan in the asset neighbourhood

Morrow Sodali LLC 401(k) Plan$9MEnvironmental Research Group, LLC 401(k) PlanEnvironmental Research Group…$9MOchoco Lumber Company Retirement PlanOchoco Lumber Company Retire…$9MJck/Kb Restaurants 401(k) PlanJck/Kb Restaurants 401(k) Pl…$9MDeer Lake Partners Holdings 401(k) Profit Sharing PlanDeer Lake Partners Holdings …$9M
End-of-year total assets ($M) among Morrow Sodali LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN260616024
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Morrow Sodali LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morrow Sodali LLC 401(k) Plan, Total assets ($B): 0.00924865 · Participants: 164Morrow Sodali LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Morrow Sodali LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Morrow Sodali LLC 401(k) Plan side-by-side with 3 peers →

Morrow Sodali LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Environmental Research Group, LLC 401(k) Plan in MD ($9M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Morrow Sodali LLC 401(k) Plan assets move in 2024? ▼
Morrow Sodali LLC 401(k) Plan grew sharply - up 25.7% during 2024, from $7M to $9M. Reported net income was $2M.
Which 401(k) plans are similar in size to Morrow Sodali LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Research Group, LLC 401(k) Plan in MD ($9M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Morrow Sodali LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 260616024.

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.