The Morgan Group Inc. 401(k) Plan: Login, Facts & Contact Information
The Morgan Group Inc. 401(k) Login
83 former The Morgan Group Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The Morgan Group Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.22 million went into the plan in contributions, $984,222 of it from the employer (31%).
- $1.27 million was paid out to participants.
- Investment and other income added $2.52 million.
- Administrative expenses were $88,514, about $254 per account.
How the The Morgan Group Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 342 | $9.64 million | $486,962 | $378,878 |
| 2020 | 402 | $12.3 million | $344,894 | $747,459 |
| 2021 | 421 | $15.4 million | $613,536 | $855,993 |
| 2022 | 476 | $15.1 million | $818,620 | $848,632 |
| 2023 | 576 | $18.9 million | $967,138 | $1.82 million |
| 2024 | 629 | $23.3 million | $984,222 | $1.27 million |
The Morgan Group Inc. 401(k) Contact Information
Questions about the The Morgan Group Inc. 401(k)
Does The Morgan Group Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $984,222, 31% of all contributions.
Does the The Morgan Group Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The Morgan Group Inc 401(k) plan?
629 participants at the start of plan year 2024, 604 of them active employees, and 83 former employees who still had money in the plan.
What is the average 401(k) balance at The Morgan Group Inc?
About $66,829 per account: $23.3 million in plan assets across 349 accounts with a balance at the end of plan year 2024.
Who manages the The Morgan Group Inc 401(k) accounts?
John Hancock (listed on the filing as JOHN HANCOCK RETIREMENT PLAN SERVIC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The Morgan Group Inc. How do I access my 401(k)?
Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.