401(k) · DOL Form 5500 · 2024

Morgan Fuel & Heating Company, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
264
Participants Below avg headcount
63rd
Percentile by assets National rank
$53,576
Avg per participant Low balance/head
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Official DOL plan name: Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr · Sponsored by Morgan Fuel & Heating Company, Inc. · New York · Construction

$14M in assets, 264 participants

Morgan Fuel & Heating Company, Inc.'s Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr reported $14M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,560 in Construction (9,039 peers)

Coverage in New York

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr covers 264 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $14M.

#5,560
in Construction (9,039 peers)
+10.9%
assets growth YoY

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr's mid-pack asset rank among Construction and all filers

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr vs every filed plan by assets

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

$14,144,137 Top 37% higher than 63% 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

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr 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. Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr reported participants rose from 246 in the plan year 2023 filing to 264 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 141420673 · Morgan Fuel & Heating Company, Inc. PY 2024 · 401(k)

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr · $14M · 264 · 63rd

  • TYPE $14M
  • TYPE 264
  • TYPE 63rd
  • TYPE 401(k)
  • TYPE near Innovive Health 401(k) Plan
  • TYPE ind #5560

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 Construction retirement plans → · Plans in New York →

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr in the asset neighbourhood

Om Partners 401(k) Plan$14MMad River Community Hospital 401(k) PlanMad River Community Hospital…$14MMorgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & TrMorgan Fuel & Heating Compan…$14MInnovive Health 401(k) Plan$14MRainy Lake Medical Center 401(k) Retirement PlanRainy Lake Medical Center 40…$14M
End-of-year total assets ($M) among Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN141420673
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Fuel & Heating Company, Inc.)

Sponsor-wide plan assets over time

All Morgan Fuel & Heating Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 25.89527953350127% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.2M $14.1M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 255 $11M
2023 1 246 $13M
2024 1 264 $14M

Nearby 401(k) Plans in New York

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

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr, Total assets ($B): 0.014144137 · Participants: 264Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & TrIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr vs. nearby 401(k) plans in New York, assets vs. participants
Compare Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr side-by-side with 3 peers →

Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Innovive Health 401(k) Plan in MA ($14M); by covered participants it is Foxtrot Ventures 401(k) Plan in DE (264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr assets move in 2024? ▼
Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr grew at a solid clip - up 10.9% during 2024, from $13M to $14M. Reported net income was $1M.
How have Morgan Fuel & Heating Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Fuel & Heating Company, Inc.'s sponsor-wide assets grew 25.9%, from $11M to $14M.
Which 401(k) plans are similar in size to Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr? ▼
Among 401(k) plans in other states, the closest by assets is Innovive Health 401(k) Plan in MA ($14M, 659 participants).
Which 401(k) plans cover a similar participant headcount to Morgan Fuel & Heating Company, Inc. 401(k) Profit Sharing Plan & Tr? ▼
Among 401(k) plans in other states, the closest by covered participants is Foxtrot Ventures 401(k) Plan in DE (264 participants, $852K 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 141420673.

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.