Other · DOL Form 5500 · 2024
Morselife Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,270
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $20,392
- Avg per participant Low balance/head
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.
- #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.
- #13,312
- in Healthcare & Social Assistance (16,916 peers)
- +11.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Morselife Tax Deferred Annuity Plan's outsized position by total assets
Morselife Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,898,112 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Morselife Tax Deferred Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morselife Tax Deferred Annuity Plan lands in the large band (1,270 participants).
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.
Form 5500 schedule snapshot
Filing strip 592120896 · Morselife Inc. PY 2024 · Other
Morselife Tax Deferred Annuity Plan · $26M · 1,270 · 75th
- TYPE $26M
- TYPE 1,270
- TYPE 75th
- TYPE Other
- TYPE near American Association of State Colleges and Universities DC Plan
- TYPE ind #13312
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Morselife Tax Deferred Annuity Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Morselife Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 24.875185626753744% vs 2022
- 2024 filing year
| 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.
- 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
Morselife Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is American Association of State Colleges and Universities DC Plan in DC ($26M); by covered participants it is Mount Holyoke College Defined Contribution Retirement Plan in MA (1,267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,270 participants); asset peers above are excluded.
- Mount Holyoke College Defined Contribution Retirement Plan (MA) 1,267 · 3 off
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan (AZ) 1,276 · 6 off
- Nyu Langone Florida 403(b) Plan (NY) 1,263 · 7 off
- The Art Institute of Chicago Defined Contribution Retirement Plan (IL) 1,279 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.