Defined Benefit (Pension) · DOL Form 5500 · 2024
Morgan Services, Inc. Pension Plan
Data updated 2026-08-25
- $621K
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $13,500
- Avg per participant Low balance/head
Official DOL plan name: Morgan Services, Inc. Retirement Plan · Sponsored by Morgan Services, Inc. · Illinois · Other Services
$621K in assets, 46 participants
Morgan Services, Inc.'s Morgan Services, Inc. Retirement Plan reported $621K in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #3,155 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Morgan Services, Inc. Retirement Plan ranks #3,155 of 7,719 2024 filers by assets (3232% of the sector average)-$621K for 46 participants.
- #3,155
- in Other Services (7,719 peers)
- -97.7%
- assets change YoY
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan Services, Inc. Retirement Plan among the smaller filed plans by assets
Morgan Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$620,995 19th percentile higher than 19% 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 Services, Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan Services, Inc. Retirement Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morgan Services, Inc. Retirement Plan end-of-year assets fell from $27M in the plan year 2023 filing to $621K in the plan year 2024 filing.
- Morgan Services, Inc. Retirement Plan reported participants fell from 338 in the plan year 2023 filing to 46 in the plan year 2024 filing.
- Morgan Services, Inc. Retirement Plan reported net income fell from -$15M in the plan year 2023 filing to -$26M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362904675 · Morgan Services, Inc. PY 2024 · Defined Benefit (Pension)
Morgan Services, Inc. Retirement Plan · $621K · 46 · 19th
- 5500 $621K
- ASSETS 46
- PCT 19th
- EIN Defined Benefit (Pension)
- RANK near Bryan Tunney Retirement Plan and Trust
- PHOTO ind #3155
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 Other Services retirement plans → · Plans in Illinois →
Morgan Services, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $63K |
| Net Income | -$26M |
| Employer EIN | 362904675 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Services, Inc.)
Sponsor-wide plan assets over time
All Morgan Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 45.95794798877974% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 920 | $62M |
| 2023 | 2 | 930 | $56M |
| 2024 | 2 | 675 | $33M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Morgan Services, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Bryan Tunney Retirement Plan and Trust in NY ($619K); by covered participants it is The Toledo Newspaper Unions Blade Pension Plan in OH (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($621K here).
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- The Toledo Newspaper Unions Blade Pension Plan (OH) 46 · 0 off
- Retirement Plan for Employees of Ion Bank (CT) 46 · 0 off
- Rotork Controls, Inc. Pension Plan (NY) 46 · 0 off
- Alfred Conhagen, Inc. Pension Plan (LA) 46 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.