Plan5500

The Morey Organization — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Morey Organization (EIN 22-2130568) is a plan sponsor located in Wildwood, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-2130568
Location
Wildwood, NJ
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.3MSummed across loaded plans$21,261,122
Total reported assets$21.3M$21,261,122
Total reported participants349
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.3M total assets
Net assets$21.3MLiabilities$0
Contributions & income
Employer contributions$496.9K
Participant contributions$990.2K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Morey Organization 401(K) Retirement Plan
Participants per plan175Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Morey Organization 401(K) Retirement Plan$21.3M
    Plan #001 · 212 participants · 2023
  2. 2
    The Morey Organization Welfare Benefit Plannot reported in the loaded dataset
    Plan #504 · 137 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Morey Organization
YearPlanParticipantsSchedulesFiling
2023Morey Organization 401(K) Retirement Plan212H, C20241014134237NAL0044708800001
2023The Morey Organization Welfare Benefit Plan137—20241204140004NAL0002351651001

Related Form 5500 pages