401(k) · DOL Form 5500 · 2024
Morgan & Morgan P a 401(k) Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 4,222
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $45,653
- Avg per participant Low balance/head
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.
- #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.
- #19,220
- in Professional & Technical Services (20,173 peers)
- +23.1%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust's outsized position 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
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust'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. Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust lands in the large band (4,222 participants).
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.
DOL schedule card
Filing strip 592920684 · Morgan & Morgan P a PY 2024 · 401(k)
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust · $193M · 4,222 · 94th
- EIN $193M
- EIN 4,222
- EIN 94th
- EIN 401(k)
- EIN near 401(k)/Profit Sharing Plan and Trust for Wake Radiology Consultants, P.a.
- EIN ind #19220
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 Florida →
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Morgan & Morgan P a plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 61.77278536075226% vs 2022
- 2024 filing year
| 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.
- 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
Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is 401(k)/Profit Sharing Plan and Trust for Wake Radiology Consultants, P.a. in NC ($193M); by covered participants it is Alsco 401(k) Savings Plan in UT (4,222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,222 participants); asset peers above are excluded.
- Alsco 401(k) Savings Plan (UT) 4,222 · 0 off
- Jasper Holdings, Inc. 401(k) Plan (IN) 4,223 · 1 off
- American National 401(k) Plan (TX) 4,224 · 2 off
- 4m Building Solutions Retirement Savings Plan (MO) 4,225 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.