401(k) · DOL Form 5500 · 2022

Morris-Anderson & Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
12
Participants Small participant base
55th
Percentile by assets National rank
$528,936
Avg per participant High balance/head
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Official DOL plan name: Morris-Anderson & Associates, Ltd. 401(k) Plan · Sponsored by Morris-Anderson & Associates, Ltd. · Illinois · Professional & Technical Services

$6M in assets, 12 participants

Morris-Anderson & Associates, Ltd.'s Morris-Anderson & Associates, Ltd. 401(k) Plan reported $6M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #11,558 in Professional & Technical Services (21,562 peers)

Morris-Anderson & Associates, Ltd. multi-year trail

Morris-Anderson & Associates, Ltd.'s plans moved +10.0% in assets from 2022 to 2024; this filing shows Morris-Anderson & Associates, Ltd. 401(k) Plan at $6M / 12 participants.

#11,558
in Professional & Technical Services (21,562 peers)
-9.1%
assets change YoY

The plan reported a net loss of $633K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris-Anderson & Associates, Ltd. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morris-Anderson & Associates, Ltd. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,347,234 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Morris-Anderson & Associates, Ltd. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morris-Anderson & Associates, Ltd. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 363369643 · Morris-Anderson & Associates, Ltd. PY 2022 · 401(k)

Morris-Anderson & Associates, Ltd. 401(k) Plan · $6M · 12 · 55th

  • RANK $6M
  • RANK 12
  • RANK 55th
  • RANK 401(k)
  • RANK near Top Tier Capital Partners LLC 401(k) Plan
  • RANK ind #11558

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 Illinois →

Morris-Anderson & Associates, Ltd. 401(k) Plan in the asset neighbourhood

Morris-Anderson & Associates, Ltd. 401(k) PlanMorris-Anderson & Associates…$6MTop Tier Capital Partners LLC 401(k) PlanTop Tier Capital Partners LL…$6MPeterson & Price, a Professional Corporation, Profit Sharing PlanPeterson & Price, a Professi…$6MGiant Rv 401(k) Plan$6MOptimal Computer Aided Engineering, Inc. Retirement Savings PlanOptimal Computer Aided Engin…$6M
End-of-year total assets ($M) among Morris-Anderson & Associates, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Morris-Anderson & Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Morris-Anderson & Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.02890392886098% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.35M $6.98M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 12 $6M
2023 1 11 $8M
2024 1 10 $7M

Morris-Anderson & Associates, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$633K
Employer EIN363369643
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Morris-Anderson & Associates, Ltd. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Morris-Anderson & Associates, Ltd. 401(k) Plan, Total assets ($B): 0.006347234 · Participants: 12Morris-Anderson & Associates, Ltd. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Morris-Anderson & Associates, Ltd. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Morris-Anderson & Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Top Tier Capital Partners LLC 401(k) Plan in CA ($6M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morris-Anderson & Associates, Ltd. 401(k) Plan assets move in 2022?
Morris-Anderson & Associates, Ltd. 401(k) Plan pulled back noticeably - down 9.1% during 2022, from $7M to $6M. Reported net income was -$633K.
How have Morris-Anderson & Associates, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Morris-Anderson & Associates, Ltd.'s sponsor-wide assets grew 10.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Morris-Anderson & Associates, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Top Tier Capital Partners LLC 401(k) Plan in CA ($6M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Morris-Anderson & Associates, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).