Other · DOL Form 5500 · 2024
Morselife Inc. Retirement Plan
Data updated 2026-08-11
- $26M
- Total assets
- 1,270
- Participants
- 75th
- Percentile by assets
- $20,392
- Avg per participant
Official DOL plan name: Morselife Tax Deferred Annuity Plan · Sponsored by Morselife Inc. · Florida · Healthcare & Social Assistance
$26M in assets, 1,270 participants
Morselife Inc.'s Morselife Tax Deferred Annuity Plan reported $26M in total assets and 1,270 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 123,622 plans)
- #13,312 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Morselife Tax Deferred Annuity Plan covers 1,270 participants in Florida, 2.0x the typical Florida plan (state average ~628 per filing). Assets: $26M.
- $26M
- total plan assets (2024 EOY)
- 1,270
- covered participants
- 75th
- percentile by assets (of 123,622 plans)
- $20,392
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morselife Tax Deferred Annuity Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Morselife Tax Deferred Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Morselife Tax Deferred Annuity Plan reported participants fell from 1,340 in the plan year 2023 filing to 1,270 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Morselife Tax Deferred Annuity Plan reports 1,270 participants - 2.0x that state average ($26M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 592120896 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morselife Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,242 | $21M |
| 2023 | 1 | 1,340 | $23M |
| 2024 | 1 | 1,270 | $26M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
Morselife Tax Deferred Annuity Plan vs. nearby Other plans in Florida, assets vs. participants
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Similar-Sized Other Plans Nationally
Other plans in other states closest to Morselife Tax Deferred Annuity Plan by total assets, not by location.
- American Association of State Colleges and Universities DC Plan (DC) $26M · 47
- Tcwglobal 401(k) Plan (CA) $26M · 5,961
- Humboldt Park Health 403(b) Plan (IL) $26M · 824
- The Stony Brook School 403(b) Defined Contribution Plan (NY) $26M · 172
Frequently Asked Questions
How did Morselife Tax Deferred Annuity Plan assets move in 2024? ▼
How have Morselife Inc. plan assets changed over time? ▼
Where does Morselife Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Morselife Tax Deferred Annuity Plan? ▼
Next read for Morselife Tax Deferred Annuity Plan
Filing takeaways
Ways to act on Morselife Tax Deferred Annuity Plan's numbers.
- By total assets, Morselife Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Morselife Inc.'s sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans