Other · DOL Form 5500 · 2024

Morgan County System of Services, Retirement Plan

Data updated 2026-08-25

$164K
Total assets Small plan by assets: 11
Participants Small participant base: 9th
Percentile by assets National rank: $14,892
Avg per participant Low balance/head

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Official DOL plan name: Morgan County System of Services, Inc. Deferred Compensation Plan · Sponsored by Morgan County System of Services, · Alabama · Healthcare & Social Assistance

$164K in assets, 11 participants

Morgan County System of Services,'s Morgan County System of Services, Inc. Deferred Compensation Plan reported $164K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

#1,058 in Healthcare & Social Assistance (16,916 peers)

Morgan County System of Services, multi-year trail

Morgan County System of Services,'s plans moved +28.0% in assets from 2022 to 2024; this filing shows Morgan County System of Services, Inc. Deferred Compensation Plan at $164K / 11 participants.

#1,058
in Healthcare & Social Assistance (16,916 peers): +28.0%
assets growth YoY

Morgan County System of Services, Inc. Deferred Compensation Plan among the smaller filed plans by assets

Morgan County System of Services, Inc. Deferred Compensation Plan vs every filed plan by assets

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

$163,815 9th percentile higher than 9% 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 County System of Services, Inc. Deferred Compensation 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 County System of Services, Inc. Deferred Compensation Plan is a small filing (11 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Morgan County System of Services, Inc. Deferred Compensation Plan reported net income rose from $17K in the plan year 2023 filing to $36K in the plan year 2024 filing.
Morgan County System of Services, Inc. Deferred Compensation Plan end-of-year assets rose from $145K in the plan year 2023 filing to $164K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760703008 · Morgan County System of Services, PY 2024 · Other

Morgan County System of Services, Inc. Deferred Compensation Plan · $164K · 11 · 9th

VS-ST $164K
VS-ST 11
VS-ST 9th
VS-ST Other
VS-ST near Tce 401(k)
VS-ST ind #1058

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

End-of-year total assets ($M) among Morgan County System of Services, Inc. Deferred Compensation Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Morgan County System of Services, multi-year asset trail

Latest sponsor-wide plan assets: $164K 28.042489330769595% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	11	$128K
2023	1	11	$145K
2024	1	11	$164K

Morgan County System of Services, filing trail (2024)

Total Assets (Beginning of Year)	$128K
Net Assets (End of Year)	$164K
Net Income	$36K
Employer EIN	760703008
Plan Effective Date	2002-12-22
Filing Status	FILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Morgan County System of Services, Inc. Deferred Compensation Plan vs. nearby Other plans in Alabama, assets vs. participants

University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343

Compare Morgan County System of Services, Inc. Deferred Compensation Plan side-by-side with 3 peers →

Morgan County System of Services, Inc. Deferred Compensation Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Tce 401(k) in MA ($163K); by covered participants it is Oneida Community Mansion House 403b DC in NY (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164K here).

Tce 401(k) (MA) $163K · N/A
Ohio South Youth Soccer Association 403(b) Plan (OH) $159K · 4
Kansas City Christian School Retirement Plan (KS) $169K · 60
Lawrence Kleger Tennis Inc. Pension Plan (NY) $156K · 1

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

Oneida Community Mansion House 403b DC (NY) 11 · 0 off
The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan (CT) 11 · 0 off
Brunswick Harley Davidson, Inc Profit Sharing Plan (NY) 11 · 0 off
Billerica Access Television, Inc. 403(b) Plan (MA) 11 · 0 off

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 County System of Services, Inc. Deferred Compensation Plan assets move in 2024? ▼

Morgan County System of Services, Inc. Deferred Compensation Plan grew sharply - up 28.0% during 2024, from $128K to $164K. Reported net income was $36K.

How have Morgan County System of Services, plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Morgan County System of Services,'s sponsor-wide assets grew 28.0%, from $128K to $164K.

Where does Morgan County System of Services, Inc. Deferred Compensation Plan rank by assets among Form 5500 filers? ▼

Morgan County System of Services, Inc. Deferred Compensation Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Other plans are similar in size to Morgan County System of Services, Inc. Deferred Compensation Plan? ▼

Among Other plans in other states, the closest by assets is Tce 401(k) in MA ($163K, N/A participants).

Which Other plans cover a similar participant headcount to Morgan County System of Services, Inc. Deferred Compensation Plan? ▼

Among Other plans in other states, the closest by covered participants is Oneida Community Mansion House 403b DC in NY (11 participants, N/A 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 760703008.