401(k) · DOL Form 5500 · 2024
Morling & Company 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $587,499
- Avg per participant High balance/head
Official DOL plan name: Morling & Company 401(k) Plan · Sponsored by Morling & Company · California · Professional & Technical Services
$21M in assets, 35 participants
Morling & Company's Morling & Company 401(k) Plan reported $21M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,136 in Professional & Technical Services (20,173 peers)
Morling & Company multi-year trail
Morling & Company's plans moved +23.3% in assets from 2022 to 2024; this filing shows Morling & Company 401(k) Plan at $21M / 35 participants.
- #14,136
- in Professional & Technical Services (20,173 peers)
- +9.7%
- assets growth YoY
Morling & Company 401(k) Plan's outsized position by total assets
Morling & Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,562,448 Top 29% higher than 71% 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
Morling & Company 401(k) 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. Morling & Company 401(k) Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morling & Company 401(k) Plan reported participants rose from 18 in the plan year 2023 filing to 35 in the plan year 2024 filing.
- Morling & Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Morling & Company 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
DOL schedule card
Filing strip 942989774 · Morling & Company PY 2024 · 401(k)
Morling & Company 401(k) Plan · $21M · 35 · 71st
- 5500 $21M
- 5500 35
- 5500 71st
- 5500 401(k)
- 5500 near Southern Urology, LLC 401(k) Plan and Trust
- 5500 ind #14136
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 California →
Morling & Company 401(k) Plan in the asset neighbourhood
Morling & Company multi-year asset trail
Sponsor-wide plan assets over time
All Morling & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 23.345371272156036% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $17M |
| 2023 | 1 | 18 | $19M |
| 2024 | 1 | 35 | $21M |
Morling & Company filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 942989774 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Morling & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Southern Urology, LLC 401(k) Plan and Trust in LA ($21M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Southern Urology, LLC 401(k) Plan and Trust (LA) $21M · 116
- Canoo Inc. 401(k) Plan (DE) $21M · 650
- Massachusetts Teacher Association 401(k) Savings Plan (MA) $21M · 157
- Sletten, Inc. 401(k) Profit Sharing Plan & Trust (MT) $21M · 380
Similar participant headcount
Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.
- Little - Morris, LLP Profit Sharing Plan (ID) 35 · 0 off
- Idaho Arthritis Center 401(k) Plan (ID) 35 · 0 off
- Coact, Inc. 401(k) Plan (MD) 35 · 0 off
- Crestwood Music LLC 401(k) Profit Sharing Plan & Trust (NY) 35 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.