Retirement plan

THE MURPHY ORGANIZATION, INC. 401(K) PLAN

Name: THE MURPHY ORGANIZATION, INC. - THE MURPHY ORGANIZATION, INC. 401(K) PLAN (2025) Form 5500
Creator: THE MURPHY ORGANIZATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MURPHY ORGANIZATION, INC. 401(K) PLAN, THE MURPHY ORGANIZATION, INC.

THE MURPHY ORGANIZATION, INC.EIN 59-3380237Plan #001PY 2025

105 CANDACE DRIVE, UNIT 109 - MAITLAND, FL 32751407-644-7800LinkedIn1-10 employeesmedical devices

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.1M

+24.8% from 2024

Total participants

0.0% from 2024

Average account balance

$69,882

+24.8% from 2024

Annual return

17.18%

+2.45 pp from 2024

Benchmarks

See 1,894 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,894 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$70K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

35.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$118

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$42 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.168%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,882

$63,703+9.7%

$93,063-24.9%

$82,448-15.2%

Participation rate

28.9%

63.8%-34.9pp

72.1%-43.2pp

68.1%-39.2pp

Annual return

17.18%

-775.43%+792.6pp

34.15%-17.0pp

41.64%-24.5pp

Employer contribution / active EE

$282

$1,729-83.7%

$2,476-88.6%

$2,551-88.9%

Participant deferral / active EE

$1,250

$2,919-57.2%

$3,958-68.4%

$4,139-69.8%

Admin fee / account holder

$118

$5,982-98.0%

$6,033-98.1%

$7,234-98.4%

THE MURPHY ORGANIZATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MURPHY ORGANIZATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion