401(k) · DOL Form 5500 · 2024
Morgan & Morgan P a 401(k) Plan
Data updated 2026-08-11
- $193M
- Total assets
- 4,222
- Participants
- 94th
- Percentile by assets
- $45,653
- Avg per participant
Official DOL plan name: Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust · Sponsored by Morgan & Morgan P a · Florida · Professional & Technical Services
$193M in assets, 4,222 participants
Morgan & Morgan P a's Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust reported $193M in total assets and 4,222 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #19,220 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust covers 4,222 participants in Florida, 6.7x the typical Florida plan (state average ~628 per filing). Assets: $193M.
- $193M
- total plan assets (2024 EOY)
- 4,222
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $45,653
- avg assets per participant
Where Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust sits by total assets
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$192,748,299 Top 6% higher than 94% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust reported participants rose from 3,321 in the plan year 2023 filing to 4,222 in the plan year 2024 filing.
- Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $157M in the plan year 2023 filing to $193M in the plan year 2024 filing.
- Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust reported net income fell from $37M in the plan year 2023 filing to $36M in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust reports 4,222 participants - 6.7x that state average ($193M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | $36M |
| Employer EIN | 592920684 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan & Morgan P a)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,927 | $119M |
| 2023 | 1 | 3,321 | $157M |
| 2024 | 1 | 4,222 | $193M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust by total assets, not by location.
- 401(k)/Profit Sharing Plan and Trust for Wake Radiology Consultants, P.a. (NC) $193M · 412
- Secura Employees' Salary Savings Plan (WI) $193M · 1,108
- Argo Group US 401(k) Plan (TX) $193M · 848
- Social Finance, Inc. 401(k) Plan (CA) $193M · 3,247
Frequently Asked Questions
How did Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
How have Morgan & Morgan P a plan assets changed over time? ▼
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Filing takeaways
Ways to act on Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust's numbers.
- By total assets, Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Morgan & Morgan P a's sponsor-wide assets have grown 61.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans